iShares S&P Mid-Cap 400 Value ETF
279 hedge funds and large institutions have $2.41B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 24 closing their positions.
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
32% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 72
10% more funds holding
Funds holding: 254 → 279 (+25)
4% more funds holding in top 10
Funds holding in top 10: 28 → 29 (+1)
1.24% more ownership
Funds ownership: 113.62% → 114.86% (+1.2%)
4% more capital invested
Capital invested by funds: $2.31B → $2.41B (+$102M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $460K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$18.1M |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$14.2M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$10.9M |
| 4 |
SG Americas Securities
New York
|
+$4.78M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$45.8M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$15.2M |
| 3 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$15.1M |
| 4 |
LPL Financial
San Diego,
California
|
-$13.3M |
| 5 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$12.3M |
IJJ Hedge Fund Activity: Q4 2014 in Review
279 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2014, worth a combined $2.41B — up 4.4% from $2.31B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IJJ positions and 24 closed out — a net gain of 28 holders — while 95 added to existing stakes and 72 trimmed.
The largest buyer was Wells Fargo, adding an estimated $18.1M. The largest seller was Envestnet Asset Management, cutting an estimated $45.8M.
- 279 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2014, up from 254 in Q3 2014.
- Funds reported $2.41B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2014, up 4.4% quarter-over-quarter.
- 52 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2014 and 24 closed out, a net change of +28 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2014 was Wells Fargo, an estimated $18.1M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2014 was Envestnet Asset Management, an estimated $45.8M sold.
Based on aggregated 13F filings for Q4 2014.