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iShares S&P Mid-Cap 400 Value ETF

682 hedge funds and large institutions have $5.72B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 223 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $746K | Put options by funds: $208K

65% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 48

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

3.7% more ownership

Funds ownership: 71.37%75.08% (+3.7%)

3% more funds holding

Funds holding: 662682 (+20)

4% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 214

11% less capital invested

Capital invested by funds: $6.39B → $5.72B (-$673M)

Holders
682
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
10.76%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
79
Increased
223
Reduced
214
Closed
48
Calls
$746K
Puts
$208K
Net Calls
+$538K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
151
Signature Estate & Investment Advisors
California
$3.23M +$24.7K +229 +0.8%
NSB
152
Norway Savings Bank
Maine
$3.21M -$80.2K -743 -2%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$3.18M -$933K -8,641 -23%
OPW
154
Oxler Private Wealth
New York
$3.17M +$3.02K +28 +0.1%
First Trust Advisors
155
First Trust Advisors
Illinois
$3.16M -$124K -1,145 -4%
TPCW
156
TD Private Client Wealth
New York
$3.15M -$90.3K -837 -3%
SPC
157
Sigma Planning Corp
Michigan
$3.11M -$2.76M -25,602 -47%
PRWA
158
Platte River Wealth Advisors
Colorado
$3.07M -$25.4K -235 -0.8%
MWM
159
Mattern Wealth Management
Kansas
$3.06M -$7.78M -72,064 -72%
FCI
160
Financial Counselors Inc
Kansas
$3.03M -$4.42K -41 -0.1%
AAS
161
Avantax Advisory Services
Texas
$3.02M +$1.84M +17,068 +161%
JWA
162
JFS Wealth Advisors
Pennsylvania
$2.98M -$105K -976 -3%
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$2.96M +$1.75M +16,249 +151%
SSW
164
Smith Shellnut Wilson
Mississippi
$2.96M -$439K -4,068 -13%
TRIA
165
Trail Ridge Investment Advisors
Colorado
$2.94M +$424K +3,927 +17%
UB
166
UMB Bank
Missouri
$2.94M -$3.35K -31 -0.1%
SFO
167
Stokes Family Office
Louisiana
$2.93M -$23.6K -219 -0.8%
GG
168
Gofen & Glossberg
Illinois
$2.93M
MWM
169
Modera Wealth Management
New Jersey
$2.89M -$51.4K -476 -2%
LNC
170
Lincoln National Corp
Pennsylvania
$2.85M -$22.8K -211 -0.8%
NCM
171
Neumann Capital Management
California
$2.8M
NF
172
Nikulski Financial
Iowa
$2.76M +$122K +1,126 +5%
BFA
173
Bragg Financial Advisors
North Carolina
$2.75M -$92K -852 -3%
CFA
174
Camarda Financial Advisors
Florida
$2.75M +$2.7M +25,047 New
WTC
175
WhitTier Trust Company
Nevada
$2.74M +$24.8K +230 +0.9%

IJJ Hedge Fund Activity: Q1 2022 in Review

682 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2022, worth a combined $5.72B — down 11% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IJJ positions and 48 closed out — a net gain of 31 holders — while 223 added to existing stakes and 214 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $490M. The largest seller was First Command Advisory Services, cutting an estimated $860M.

  • 682 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2022, up from 662 in Q4 2021.
  • Funds reported $5.72B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 79 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2022 and 48 closed out, a net change of +31 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $490M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2022 was First Command Advisory Services, an estimated $860M sold.

Based on aggregated 13F filings for Q1 2022.