IJJ icon

iShares S&P Mid-Cap 400 Value ETF

289 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
7.71%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
35
Increased
103
Reduced
80
Closed
21
Calls
Puts
$432K
Net Calls
-$432K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Shares
Change %
TIA
126
Tiemann Investment Advisors
California
$968K -$1.05K -16 -0.1%
SFG
127
SNS Financial Group
Minnesota
$967K +$193K +2,946 +25%
BHWM
128
Bar Harbor Wealth Management
New Hampshire
$946K +$7.46K +114 +0.8%
ASN
129
Advisory Services Network
Georgia
$938K -$936K -14,108 -50%
MAM
130
Marquette Asset Management
Minnesota
$929K
PO
131
Private Ocean
California
$903K +$1.7K +26 +0.2%
CBN
132
Cadence Bank NA
Texas
$896K
WTC
133
WhitTier Trust Company
Nevada
$892K
SWM
134
Segment Wealth Management
Texas
$862K +$862K +13,160 New
ABC
135
Associated Banc-Corp
Wisconsin
$848K +$82.4K +1,260 +11%
DWM
136
Destination Wealth Management
California
$824K -$22K -336 -3%
CAN
137
Cetera Advisor Networks
California
$824K +$9.82K +150 +1%
CA
138
Cetera Advisors
Colorado
$803K -$148K -2,262 -16%
BCA
139
Bray Capital Advisors
Florida
$775K +$775K +11,840 New
Bessemer Group
140
Bessemer Group
New Jersey
$769K
RC
141
RegentAtlantic Capital
New Jersey
$765K
ICAS
142
Investors Capital Advisory Services
Massachusetts
$755K
MAA
143
Managed Account Advisors
New Jersey
$745K +$272K +4,160 +58%
AWA
144
Arete Wealth Advisors
Illinois
$713K
MFS
145
MSI Financial Services
Massachusetts
$710K +$119K +1,820 +20%
PWAP
146
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$681K -$91.5K -1,398 -12%
FIM
147
Freedom Investment Management
Connecticut
$665K +$1.05K +16 +0.2%
FMWA
148
Forvis Mazars Wealth Advisors
Missouri
$665K +$178K +2,722 +37%
BFA
149
Bragg Financial Advisors
North Carolina
$663K +$39.8K +608 +6%
OCM
150
One Capital Management
California
$662K -$7.2K -110 -1%