IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

382 hedge funds and large institutions have $3.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 129 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+8
Holders Change %
+2.14%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.65%
New
35
Increased
117
Reduced
129
Closed
23
Calls
$1.07M
Puts
$534K
Net Calls
+$535K
Net Calls Change
+$535K

Top Buyers

1
LI
LVZ Inc
Michigan
$13.9M
2
TSS
Two Sigma Securities
New York
$11.1M
3
EFS
Edelman Financial Services
Virginia
$134M
4
RJA
Raymond James & Associates
Florida
$41.3M
5
Ameriprise
Ameriprise
Minnesota
$18.5M

Top Sellers

1
HCM
Highfields Capital Management
Massachusetts
$0
2
CFB
Cullen/Frost Bankers
Texas
$13.3M
3
CC
Courier Capital
New York
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$9.87M
5
Northern Trust
Northern Trust
Illinois
$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBN
151
Cadence Bank NA
Texas
$1.13M +$1.13M +14,774 New
NPC
152
National Planning Corporation
California
$1.11M -$343K -4,490 -24%
CG
153
Colony Group
Massachusetts
$1.1M +$23.1K +302 +2%
MAM
154
Marquette Asset Management
Minnesota
$1.08M – – –
ASN
155
Advisory Services Network
Georgia
$1.08M -$274K -3,584 -20%
WAM
156
Wealthspire Advisors (Maryland)
Maryland
$1.07M -$24.9K -326 -2%
PO
157
Private Ocean
California
$1.07M +$1.53K +20 +0.1%
CA
158
Cetera Advisors
Colorado
$1.05M -$21.6K -284 -2%
TRCT
159
Tower Research Capital (TRC)
New York
$1.04M -$676K -8,856 -39%
SWM
160
Strategic Wealth Management
Washington
$1.03M -$134K -1,758 -12%
CA
161
Cornerstone Advisory
Maryland
$1.02M -$45.8K -600 -4%
ABC
162
Associated Banc-Corp
Wisconsin
$1.02M +$25.2K +330 +3%
SWM
163
Segment Wealth Management
Texas
$1.01M – – –
CB
164
Commerce Bank
Missouri
$989K +$131K +1,714 +15%
BHWM
165
Bar Harbor Wealth Management
New Hampshire
$978K +$9.62K +126 +1%
CAL
166
Capital Analysts LLC
Pennsylvania
$970K -$10.2K -134 -1%
RC
167
RegentAtlantic Capital
New Jersey
$939K +$30K +392 +3%
AA
168
Advisory Alpha
Michigan
$913K +$323K +4,202 +55%
SF
169
Synovus Financial
Georgia
$912K +$257K +3,360 +39%
SI
170
SII Investments
Wisconsin
$909K +$248K +3,256 +37%
IIM
171
Ipswich Investment Management
Massachusetts
$904K +$24.4K +320 +3%
Bessemer Group
172
Bessemer Group
New Jersey
$896K – – –
NL
173
NWAM LLC
Washington
$893K +$73.2K +958 +9%
IP
174
Intellectus Partners
California
$886K – – –
FIM
175
Freedom Investment Management
Connecticut
$882K +$64.3K +842 +8%
5 6
7
8 9