IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

253 hedge funds and large institutions have $2.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
7.28%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
27
Increased
99
Reduced
70
Closed
14
Calls
$888K
Puts
–
Net Calls
+$888K
Net Calls Change
-$582K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$811M
2
Bank of America
2
Bank of America
North Carolina
$103M
3
SG Americas Securities
3
SG Americas Securities
New York
$12.7M
4
DWA
4
Dorsey Wright & Associates
California
$10.3M
5
PP
5
Palladium Partners
Virginia
$21.6M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$11.3M
2
MIH
2
Madison Investment Holdings
Wisconsin
$18.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$693K
4
Morgan Stanley
4
Morgan Stanley
New York
$238M
5
BF
5
BOK Financial
Oklahoma
$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$1.98M +$516K +8,138 +35%
CW
102
Cobiz Wealth
Colorado
$1.9M +$39.6K +624 +2%
HFS
103
HL Financial Services
Kentucky
$1.72M -$265K -4,170 -13%
UCFA
104
United Capital Financial Advisors
Texas
$1.71M +$7.24K +114 +0.4%
DBIA
105
Dumont & Blake Investment Advisors
New Jersey
$1.65M +$44.5K +702 +3%
GT
106
Glenmede Trust
Pennsylvania
$1.6M – – –
William Blair & Company
107
William Blair & Company
Illinois
$1.55M -$30.4K -480 -2%
CIBC World Market
108
CIBC World Market
Ontario, Canada
$1.52M +$1.52M +24,018 New
FHA
109
First Horizon Advisors
Tennessee
$1.4M -$48.7K -780 -3%
PFP
110
Pinnacle Financial Partners
Tennessee
$1.4M -$26.7K -420 -2%
TH
111
Timber Hill
Connecticut
$1.38M +$1.38M +21,728 New
Citigroup
112
Citigroup
New York
$1.24M +$10.3K +162 +0.8%
CA
113
Cetera Advisors
Colorado
$1.23M +$347K +5,440 +39%
SNT
114
Security National Trust
West Virginia
$1.12M -$16.5K -260 -1%
HCMT
115
Highland Capital Management (Tennessee)
Tennessee
$1.12M -$4.32K -68 -0.4%
ASN
116
Advisory Services Network
Georgia
$1.09M +$91K +1,434 +9%
PMG
117
ProVise Management Group
Florida
$1.06M +$1.06M +16,762 New
BSB
118
Bangor Savings Bank
Maine
$1.05M +$95.9K +1,510 +10%
PI
119
Placemark Investments
Illinois
$1.05M +$187K +2,938 +22%
AWM
120
Avior Wealth Management
Nebraska
$1.03M +$71.1K +1,120 +7%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M -$1.9K -30 -0.2%
US Bancorp
122
US Bancorp
Minnesota
$1.01M +$93.9K +1,480 +10%
BOK
123
Bank of Kentucky
Kentucky
$935K +$6.6K +104 +0.7%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$927K +$51.9K +818 +6%
BHWM
125
Bar Harbor Wealth Management
New Hampshire
$924K +$2.03K +32 +0.2%
3 4
5
6 7