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iShares S&P Mid-Cap 400 Value ETF

682 hedge funds and large institutions have $5.72B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 223 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $746K | Put options by funds: $208K

65% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 48

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

3.7% more ownership

Funds ownership: 71.37%75.08% (+3.7%)

3% more funds holding

Funds holding: 662682 (+20)

4% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 214

11% less capital invested

Capital invested by funds: $6.39B → $5.72B (-$673M)

Holders
682
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
10.76%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
79
Increased
223
Reduced
214
Closed
48
Calls
$746K
Puts
$208K
Net Calls
+$538K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
101
Huntington National Bank
Ohio
$6.6M
Creative Planning
102
Creative Planning
Kansas
$6.52M -$199K -1,848 -3%
Members Trust
103
Members Trust
Florida
$6.42M -$158K -1,461 -2%
SC
104
Scotia Capital
Ontario, Canada
$6.34M +$6.24M +57,798 New
CAN
105
Cetera Advisor Networks
California
$6.29M +$181K +1,676 +3%
GIM
106
Goelzer Investment Management
Indiana
$6.17M +$7.88K +73 +0.1%
RFC
107
Regions Financial Corp
Alabama
$6.02M +$133K +1,229 +2%
CPSAC
108
Chas P. Smith & Associates (CPS)
Florida
$5.98M -$9.28K -86 -0.2%
GT
109
Greenleaf Trust
Michigan
$5.87M -$67.6K -626 -1%
GDP
110
Great Diamond Partners
Maine
$5.8M +$5.71M +52,882 New
SIA
111
Soltis Investment Advisors
Utah
$5.54M +$224K +2,080 +4%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$5.36M +$1.38M +12,748 +35%
FC
113
Ferris Capital
Massachusetts
$5.32M
IFS
114
Ifrah Financial Services
Arkansas
$5.19M +$12.5K +116 +0.2%
CA
115
Centerpoint Advisors
Massachusetts
$5.15M -$110K -1,022 -2%
IF
116
Ironwood Financial
Arizona
$5.12M +$83.8K +776 +2%
BFM
117
Broadview Financial Management
Wisconsin
$5.04M -$12.7K -118 -0.3%
CWM
118
Cranbrook Wealth Management
Michigan
$5.03M -$41K -380 -0.8%
FCFC
119
First Citizens Financial Corp
Iowa
$5.01M +$6.04K +56 +0.1%
PFM
120
Phillips Financial Management
Indiana
$4.98M +$95K +880 +2%
JFA
121
JNBA Financial Advisors
Minnesota
$4.96M -$109K -1,007 -2%
SI
122
Stephens Inc
Arkansas
$4.93M -$2.06M -19,119 -30%
PAI
123
Pittenger & Anderson Inc
Nebraska
$4.87M -$4.96K -46 -0.1%
CIBC World Market
124
CIBC World Market
Ontario, Canada
$4.59M +$177K +1,641 +4%
KWMG
125
King Wealth Management Group
Florida
$4.57M +$237K +2,197 +6%

IJJ Hedge Fund Activity: Q1 2022 in Review

682 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2022, worth a combined $5.72B — down 11% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IJJ positions and 48 closed out — a net gain of 31 holders — while 223 added to existing stakes and 214 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $490M. The largest seller was First Command Advisory Services, cutting an estimated $860M.

  • 682 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2022, up from 662 in Q4 2021.
  • Funds reported $5.72B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 79 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2022 and 48 closed out, a net change of +31 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $490M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2022 was First Command Advisory Services, an estimated $860M sold.

Based on aggregated 13F filings for Q1 2022.