IJJ icon

iShares S&P Mid-Cap 400 Value ETF

374 hedge funds and large institutions have $3.32B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-17
Holders Change %
-4.35%
% of All Funds
9.34%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.6%
New
31
Increased
94
Reduced
152
Closed
42
Calls
$446K
Puts
$446K
Net Calls
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
151
Marquette Asset Management
Minnesota
$1.05M
CG
152
Colony Group
Massachusetts
$1.04M +$25.9K +348 +3%
CA
153
Cetera Advisors
Colorado
$1.04M +$26.7K +360 +3%
CA
154
Cornerstone Advisory
Maryland
$1.04M
PO
155
Private Ocean
California
$1.04M -$1.78K -24 -0.2%
WTC
156
WhitTier Trust Company
Nevada
$988K
SWM
157
Segment Wealth Management
Texas
$977K
ABC
158
Associated Banc-Corp
Wisconsin
$969K +$73.5K +990 +8%
CAL
159
Capital Analysts LLC
Pennsylvania
$954K -$9.21K -124 -1%
BHWM
160
Bar Harbor Wealth Management
New Hampshire
$942K -$60.2K -810 -6%
RC
161
RegentAtlantic Capital
New Jersey
$884K +$48.1K +648 +6%
Betterment LLC
162
Betterment LLC
New York
$879K -$570K -7,684 -39%
Bessemer Group
163
Bessemer Group
New Jersey
$872K
IP
164
Intellectus Partners
California
$862K
IIM
165
Ipswich Investment Management
Massachusetts
$855K -$77.2K -1,040 -8%
CB
166
Commerce Bank
Missouri
$834K +$78K +1,050 +10%
NL
167
NWAM LLC
Washington
$797K +$421K +5,672 +112%
FIM
168
Freedom Investment Management
Connecticut
$795K -$44.3K -596 -5%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$787K -$3.03M -40,786 -79%
CAM
170
Covenant Asset Management
New Jersey
$784K
HS
171
Huntington Steele
Pennsylvania
$774K +$1.49K +20 +0.2%
VKH
172
Virtu KCG Holdings
New York
$767K -$420K -5,662 -35%
VIA
173
Vantage Investment Advisors
Pennsylvania
$763K +$10.3K +138 +1%
FI
174
FormulaFolio Investments
Michigan
$755K +$755K +10,162 New
PWAP
175
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$747K +$52.3K +704 +8%