IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

541 hedge funds and large institutions have $4.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 164 increasing their positions, 155 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+73
Holders Change %
+15.6%
% of All Funds
10.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
96
Increased
164
Reduced
155
Closed
18
Calls
$669K
Puts
–
Net Calls
+$669K
Net Calls Change
+$379K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$14M
2
LPL Financial
LPL Financial
California
+$12.4M
3
Northern Trust
Northern Trust
Illinois
+$5.23M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.86M
5
CS
Credit Suisse
Switzerland
+$4.02M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$40.7M
2
Axa
Axa
France
-$30.9M
3
WIA
World Investment Advisors
California
-$21.6M
4
Wells Fargo
Wells Fargo
California
-$18.5M
5
SEI Investments
SEI Investments
Pennsylvania
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
101
Hudson Capital Management
New Jersey
$3.97M +$48.8K +572 +1%
NSB
102
Norway Savings Bank
Maine
$3.96M +$47K +550 +1%
CAN
103
Cetera Advisor Networks
California
$3.89M +$110K +1,284 +3%
FAAS
104
First Allied Advisory Services
California
$3.89M -$26.3K -308 -0.7%
FCFC
105
First Citizens Financial Corp
Iowa
$3.88M +$3.88M +45,422 New
PFM
106
Phillips Financial Management
Indiana
$3.87M +$1.03M +12,088 +36%
OC
107
Oppenheimer & Co
New York
$3.82M +$915K +10,718 +31%
PRWA
108
Platte River Wealth Advisors
Colorado
$3.72M +$3.72M +45,440 New
FA
109
FMA Advisory
Pennsylvania
$3.71M -$29.4K -344 -0.8%
MCM
110
MV Capital Management
Maryland
$3.61M +$77.3K +906 +2%
AIP
111
Ameritas Investment Partners
Nebraska
$3.59M -$1.03M -12,060 -22%
FCBT
112
First Citizens Bank & Trust
North Carolina
$3.59M +$52.6K +616 +1%
MML Investors Services
113
MML Investors Services
Massachusetts
$3.52M +$317K +3,712 +10%
ADL
114
Asset Dedication LLC
California
$3.51M -$10.6K -124 -0.3%
SNT
115
Security National Trust
West Virginia
$3.44M -$7.68K -90 -0.2%
SCM
116
SOL Capital Management
Maryland
$3.41M -$44.4K -520 -1%
TPCW
117
TD Private Client Wealth
New York
$3.39M +$3.39M +39,696 New
LNC
118
Lincoln National Corp
Pennsylvania
$3.37M +$1.67M +19,552 +98%
IA
119
IFG Advisory
Georgia
$3.03M +$79.9K +936 +3%
AF
120
Advisornet Financial
Minnesota
$3M +$246K +2,886 +9%
WP
121
WealthSource Partners
California
$2.92M -$529K -6,198 -15%
NF
122
Nikulski Financial
Iowa
$2.83M +$2.34K +28 +0.1%
CIBC World Market
123
CIBC World Market
Ontario, Canada
$2.77M +$585K +6,850 +27%
EDRIA
124
Edmonds Duncan Registered Investment Advisors
Kansas
$2.76M -$271K -3,180 -9%
SSW
125
Smith Shellnut Wilson
Mississippi
$2.72M +$16.1K +188 +0.6%
3 4
5
6 7