iShares S&P Mid-Cap 400 Value ETF
466 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 33 closing their positions.
12% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 33
0% more capital invested
Capital invested by funds: $4.01B → $4.02B (+$8.71M)
0.09% more ownership
Funds ownership: 126.18% → 126.27% (+0.09%)
1% less funds holding
Funds holding: 469 → 466 (-3)
3% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 159
8% less funds holding in top 10
Funds holding in top 10: 25 → 23 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.1M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$11.8M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$8.87M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$6.39M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$6.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$23.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$18.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.8M |
| 4 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$14.4M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.6M |
IJJ Hedge Fund Activity: Q2 2019 in Review
466 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2019, worth a combined $4.02B — up 0.22% from $4.01B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IJJ positions and 33 closed out — a net gain of 4 holders — while 155 added to existing stakes and 159 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $12.1M. The largest seller was Noven Financial Group, exiting entirely with an estimated $23.9M sold.
- 466 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2019, down from 469 in Q1 2019.
- Funds reported $4.02B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2019, up 0.22% quarter-over-quarter.
- 37 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2019 and 33 closed out, a net change of +4 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2019 was Royal Bank of Canada, an estimated $12.1M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2019 was Noven Financial Group, an estimated $23.9M sold.
Based on aggregated 13F filings for Q2 2019.