IJJ icon

iShares S&P Mid-Cap 400 Value ETF

289 hedge funds and large institutions have $2.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 82 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+16
Holders Change %
+5.86%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.6%
New
35
Increased
105
Reduced
82
Closed
16
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Shares
Change %
SI
176
SII Investments
Wisconsin
$354K -$63.8K -1,088 -15%
FT
177
Fiduciary Trust
Massachusetts
$347K +$45.8K +782 +15%
BTS
178
BB&T Securities
Virginia
$319K +$11.8K +202 +4%
FFWA
179
FRG Family Wealth Advisors
Washington
$314K +$314K +5,350 New
HJA
180
Hugh Johnson Advisors
New York
$313K
NFG
181
Nations Financial Group
Iowa
$309K +$309K +5,270 New
FCI
182
Financial Counselors Inc
Kansas
$302K -$5.86K -100 -2%
VKH
183
Virtu KCG Holdings
New York
$299K -$31.5K -536 -10%
AIM
184
Advantage Investment Management
Iowa
$292K -$363K -6,200 -55%
MIC
185
Meridian Investment Counsel
California
$288K +$288K +4,922 New
FNBTCON
186
First National Bank & Trust Co of Newtown
Pennsylvania
$285K
TNB
187
Thomasville National Bank
Georgia
$283K +$283K +4,826 New
WCM
188
Wealthcare Capital Management
Virginia
$282K
GA
189
Geneva Advisors
Illinois
$262K +$18.1K +310 +7%
CIA
190
Capital Investment Advisors
Georgia
$258K -$9.36K -160 -4%
IIM
191
Ipswich Investment Management
Massachusetts
$258K +$258K +4,400 New
CBU
192
CIBC Bank USA
Illinois
$246K
CFA
193
CT Financial Advisors
Pennsylvania
$243K +$11.5K +196 +5%
EWM
194
Evercore Wealth Management
New York
$243K +$21K +358 +9%
APSP
195
Asset Planning Services (Pennsylvania)
Pennsylvania
$239K +$1.76K +30 +0.7%
JIR
196
James Investment Research
Ohio
$237K
PMG
197
ProVise Management Group
Florida
$233K -$22.9K -392 -9%
FWP
198
FAS Wealth Partners
Kansas
$232K +$232K +3,956 New
SIC
199
Sigma Investment Counselors
Michigan
$231K
QCMC
200
Quantum Capital Management (California)
California
$230K -$12.8K -218 -5%