iShares S&P Mid-Cap 400 Value ETF
665 hedge funds and large institutions have $4.49B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 234 reducing their positions, and 49 closing their positions.
0.53% more ownership
Funds ownership: 67.27% → 67.8% (+0.53%)
2% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 49
2% less funds holding
Funds holding: 679 → 665 (-14)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
8% less capital invested
Capital invested by funds: $4.88B → $4.49B (-$386M)
20% less call options, than puts
Call options by funds: $283K | Put options by funds: $353K
31% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 234
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$28.5M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$17.1M |
| 3 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
+$16.3M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$14.2M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$38.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$28.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$19.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.1M |
IJJ Hedge Fund Activity: Q3 2023 in Review
665 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2023, worth a combined $4.49B — down 7.9% from $4.88B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of IJJ and 48 opened new positions — a net loss of 1 holder — while 234 trimmed existing stakes and 162 added.
The largest buyer was LPL Financial, adding an estimated $28.5M. The largest seller was Bank of America, cutting an estimated $38.7M.
- 665 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2023, down from 679 in Q2 2023.
- Funds reported $4.49B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
- 48 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2023 and 49 closed out, a net change of -1 holder.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2023 was LPL Financial, an estimated $28.5M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2023 was Bank of America, an estimated $38.7M sold.
Based on aggregated 13F filings for Q3 2023.