IJJ icon

iShares S&P Mid-Cap 400 Value ETF

242 hedge funds and large institutions have $2.13B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
6.99%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.66%
New
21
Increased
90
Reduced
74
Closed
22
Calls
$1.87M
Puts
$397K
Net Calls
+$1.47M
Net Calls Change
+$854K
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
151
Barclays
United Kingdom
$413K -$45.2K -752 -10%
OC
152
Oppenheimer & Co
New York
$402K -$33.4K -554 -8%
CPO
153
Cerity Partners OCIO
New York
$389K
SCG
154
Strategic Capital Group
Washington
$381K +$381K +6,328 New
JWM
155
Jacobus Wealth Management
Wisconsin
$376K
V
156
Veritable
Delaware
$370K +$26.4K +438 +8%
PFG
157
Pacific Financial Group
Washington
$365K +$1.69K +28 +0.5%
JIC
158
Johnson Investment Counsel
Ohio
$351K
EAM
159
Evanson Asset Management
California
$344K
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$341K
Creative Planning
161
Creative Planning
Kansas
$337K +$9.88K +164 +3%
RJT
162
Raymond James Trust
Florida
$336K -$722 -12 -0.2%
FCI
163
Financial Counselors Inc
Kansas
$325K -$9.14K -152 -3%
HCA
164
Harbour Capital Advisors
Virginia
$320K
WCM
165
Wealthcare Capital Management
Virginia
$318K
BOTW
166
Bank of the West
California
$281K
CIA
167
Capital Investment Advisors
Georgia
$280K -$8.07K -134 -3%
CBU
168
CIBC Bank USA
Illinois
$271K
RIA
169
Regal Investment Advisors
Michigan
$261K +$164K +2,720 +168%
TT
170
Tower Trust
Indiana
$254K -$1.33M -22,144 -84%
EWM
171
Evercore Wealth Management
New York
$244K
JIR
172
James Investment Research
Ohio
$244K
DCM
173
Donaldson Capital Management
Indiana
$228K
PFS
174
Prospera Financial Services
Texas
$227K +$10.7K +178 +5%
FNBTCON
175
First National Bank & Trust Co of Newtown
Pennsylvania
$221K