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iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

411 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
25
Increased
133
Reduced
121
Closed
32
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$463K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$39.2M
2
MWM
Merriman Wealth Management
Washington
+$9.33M
3
LMIM
Lockheed Martin Investment Management
Maryland
+$7.28M
4
CA
Centerpoint Advisors
Massachusetts
+$6.28M
5
EFS
Edelman Financial Services
Virginia
+$5.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$11.9M
3
Stifel Financial
Stifel Financial
Missouri
-$7.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.82M
5
CS
Credit Suisse
Switzerland
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFC
151
AFT Forsyth & Company
Florida
$1.17M – – –
CA
152
Cetera Advisors
Colorado
$1.17M +$1.46K +18 +0.1%
CG
153
Colony Group
Massachusetts
$1.17M -$36.3K -448 -3%
MAM
154
Marquette Asset Management
Minnesota
$1.15M – – –
PO
155
Private Ocean
California
$1.14M +$162 +2 +0%
AA
156
Advisory Alpha
Michigan
$1.14M +$170K +2,064 +18%
WAM
157
Wealthspire Advisors (Maryland)
Maryland
$1.13M -$34.7K -428 -3%
WT
158
Whittier Trust
California
$1.11M +$11.2K +138 +1%
Citigroup
159
Citigroup
New York
$1.11M +$13.6K +168 +1%
SCA
160
STALEY CAPITAL ADVISERS
Pennsylvania
$1.1M +$162K +2,000 +17%
AIP
161
Ahrens Investment Partners
Louisiana
$1.1M -$79.7K -984 -7%
SEI Investments
162
SEI Investments
Pennsylvania
$1.1M +$907K +11,188 +479%
CF
163
Centaurus Financial
California
$1.09M +$1.09M +13,504 New
SWM
164
Segment Wealth Management
Texas
$1.07M – – –
ABC
165
Associated Banc-Corp
Wisconsin
$1.02M – – –
SF
166
Synovus Financial
Georgia
$1.01M +$5.5K +68 +0.5%
RC
167
RegentAtlantic Capital
New Jersey
$996K – – –
VDFA
168
Vickerman & Driscoll Financial Advisors
Washington
$991K -$94.5K -1,166 -9%
Bessemer Group
169
Bessemer Group
New Jersey
$951K – – –
MA
170
Mutual Advisors
Nebraska
$945K +$67.2K +830 +8%
IP
171
Intellectus Partners
California
$944K – – –
WWM
172
Windsor Wealth Management
Indiana
$920K +$14.6K +180 +2%
NL
173
NWAM LLC
Washington
$913K -$112K -1,382 -11%
BWA
174
BDO Wealth Advisors
Florida
$910K – – –
BHWM
175
Bar Harbor Wealth Management
New Hampshire
$907K -$972 -12 -0.1%
5 6
7
8 9