IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$187M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$35.9M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.2M
5
RJA
Raymond James & Associates
Florida
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.7M
2
Axa
Axa
France
-$7.73M
3
CA
Centerpoint Advisors
Massachusetts
-$5.88M
4
KFA
Kays Financial Advisory
Georgia
-$5.71M
5
JFA
JNBA Financial Advisors
Minnesota
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
101
Karp Capital Management
California
$3.27M +$3.27M +39,090 New
OA
102
Opes Advisors
California
$3.22M -$97.2K -1,162 -3%
Lido Advisors
103
Lido Advisors
California
$3.17M +$202K +2,404 +7%
CIAS
104
Capital Investment Advisory Services
North Carolina
$3.08M +$124K +1,484 +4%
IFS
105
Ifrah Financial Services
Arkansas
$3.06M -$31.1K -372 -1%
GIM
106
Goelzer Investment Management
Indiana
$3M +$139K +1,662 +5%
NF
107
Nikulski Financial
Iowa
$2.95M -$45.4K -596 -2%
WTC
108
WhitTier Trust Company
Nevada
$2.94M -$4.02K -48 -0.1%
Mariner
109
Mariner
Kansas
$2.83M +$134K +1,604 +5%
SNT
110
Security National Trust
West Virginia
$2.79M +$65.3K +780 +2%
GG
111
Gofen & Glossberg
Illinois
$2.63M – – –
SWM
112
Sequoia Wealth Management
Illinois
$2.57M +$2.57M +30,684 New
First Trust Advisors
113
First Trust Advisors
Illinois
$2.54M -$39.5K -472 -2%
SCM
114
SOL Capital Management
Maryland
$2.48M +$621K +7,420 +33%
FPIS
115
Financial Planning & Information Services
Wisconsin
$2.47M -$165K -1,970 -6%
Creative Planning
116
Creative Planning
Kansas
$2.43M +$199K +2,378 +9%
HFS
117
HL Financial Services
Kentucky
$2.38M -$2.57M -30,688 -52%
FCBT
118
First Citizens Bank & Trust
North Carolina
$2.33M +$85.5K +1,022 +4%
NCM
119
Neumann Capital Management
California
$2.29M +$50.2K +600 +2%
MML Investors Services
120
MML Investors Services
Massachusetts
$2.27M -$2.59M -31,012 -53%
CIBC World Market
121
CIBC World Market
Ontario, Canada
$2.24M -$35.6K -426 -2%
UB
122
UMB Bank
Missouri
$2.15M +$53.5K +640 +3%
CWM
123
Cornerstone Wealth Management
Missouri
$2.13M -$309K -95,004 -13%
UR
124
USCA RIA
Texas
$2.07M -$30.6K -366 -1%
SC
125
Savant Capital
Illinois
$2.03M +$2.03M +24,244 New
3 4
5
6 7