IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

603 hedge funds and large institutions have $5.94B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 183 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
+20
Holders Change %
+3.43%
% of All Funds
10.53%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
55
Increased
212
Reduced
183
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$46.9M
2
FCAS
2
First Command Advisory Services
Texas
$864M
3
LPL Financial
3
LPL Financial
California
$80.3M
4
UBS Group
4
UBS Group
Switzerland
$227M
5
RJA
5
Raymond James & Associates
Florida
$82.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$388M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17M
3
Wells Fargo
3
Wells Fargo
California
$597M
4
HF
4
HRT Financial
New York
$0
5
FC
5
Ferris Capital
Massachusetts
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
126
Pittenger & Anderson Inc
Nebraska
$4.68M +$4.85K +46 +0.1%
OFG
127
Omega Financial Group
California
$4.6M +$275K +2,609 +6%
PFM
128
Phillips Financial Management
Indiana
$4.58M +$18K +171 +0.4%
IF
129
Ironwood Financial
Arizona
$4.56M +$115K +1,096 +3%
MIAN
130
Mariner Independent Advisor Network
Kansas
$4.17M -$2.17M -20,638 -34%
RWA
131
River Wealth Advisors
Pennsylvania
$4.16M -$47.8K -454 -1%
SFG
132
SNS Financial Group
Minnesota
$3.99M -$226K -2,142 -5%
OCM
133
One Capital Management
California
$3.92M -$309K -2,934 -7%
CIBC World Market
134
CIBC World Market
Ontario, Canada
$3.92M +$635K +6,029 +19%
MA
135
MUFG Americas
New York
$3.88M -$465K -4,416 -11%
ADL
136
Asset Dedication LLC
California
$3.74M +$79.4K +755 +2%
GW
137
GW & Wade
Massachusetts
$3.7M -$263K -2,495 -7%
FTUS
138
Flow Traders U.S.
New York
$3.66M +$1.34M +12,739 +58%
AAP
139
Arax Advisory Partners
Colorado
$3.51M +$3.51M +33,327 New
NSB
140
Norway Savings Bank
Maine
$3.5M -$362K -3,434 -9%
CAG
141
Csenge Advisory Group
Florida
$3.48M +$2.97M +27,943 +591%
FFC
142
Fure Financial Corporation
Minnesota
$3.38M +$1.34M +12,689 +65%
OFS
143
Oldfather Financial Services
Nebraska
$3.3M -$16.4K -154 -0.5%
SCM
144
SOL Capital Management
Maryland
$3.3M +$1.48K +14 +0%
First Trust Advisors
145
First Trust Advisors
Illinois
$3.23M +$33.6K +319 +1%
AWM
146
Avior Wealth Management
Nebraska
$3.22M -$348K -3,305 -10%
PRWA
147
Platte River Wealth Advisors
Colorado
$3.18M +$7.27K +69 +0.2%
SSW
148
Smith Shellnut Wilson
Mississippi
$3.16M -$56.9K -540 -2%
ABC
149
Associated Banc-Corp
Wisconsin
$3.15M +$1.74M +16,533 +123%
HCA
150
Heck Capital Advisors
Wisconsin
$3.1M +$512K +4,859 +20%
4 5
6
7 8