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iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

334 hedge funds and large institutions have $3.09B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+4
Holders Change %
+1.21%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.69%
New
24
Increased
115
Reduced
116
Closed
12
Calls
$240K
Puts
$479K
Net Calls
-$239K
Net Calls Change
-$1.2M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$45.6M
2
FIG
2
FundX Investment Group
California
$25.9M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$22.8M
4
GAMA
4
Graticule Asia Macro Advisors
New York
$9.84M
5
QA
5
Quantitative Advantage
Minnesota
$37.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40.6M
2
Wells Fargo
2
Wells Fargo
California
$1.1B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
CIM
4
Confluence Investment Management
Missouri
$7.34M
5
Bessemer Group
5
Bessemer Group
New Jersey
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
176
Whittier Trust
California
$601K – – –
AFP
177
Ausdal Financial Partners
Iowa
$596K -$173K -2,596 -22%
PBO
178
Peoples Bank (Ohio)
Ohio
$596K -$3.33K -50 -0.6%
AC
179
Alexandria Capital
Virginia
$590K +$399 +6 +0.1%
RIA
180
Regal Investment Advisors
Michigan
$580K -$53K -796 -8%
CCM
181
Coldstream Capital Management
Washington
$580K – – –
BPCA
182
Bank Pictet & Cie (Asia)
Singapore
$559K – – –
TNB
183
Thomasville National Bank
Georgia
$549K +$26.6K +400 +5%
VIA
184
Vantage Investment Advisors
Pennsylvania
$543K +$65.4K +984 +14%
BTNA
185
Bremer Trust National Association
Minnesota
$526K -$12K -180 -2%
ICOA
186
Investment Centers of America
North Dakota
$523K +$54.8K +818 +12%
TW
187
Transform Wealth
Colorado
$515K +$37.5K +564 +8%
NFG
188
Next Financial Group
Texas
$507K +$197K +2,958 +63%
MG
189
Mather Group
Illinois
$488K +$24.5K +368 +5%
RG
190
Rikoon Group
New Mexico
$468K +$468K +7,048 New
KCM
191
Kanawha Capital Management
Virginia
$467K -$3.99K -60 -0.8%
PIM
192
Parker Investment Management
California
$465K -$4.78K -72 -1%
BHBT
193
Burke & Herbert Bank & Trust
Virginia
$461K -$55.8K -840 -11%
HCA
194
Harbour Capital Advisors
Virginia
$446K – – –
BAS
195
Brown Advisory Securities
Maryland
$446K +$134K +2,006 +43%
JIC
196
Johnson Investment Counsel
Ohio
$436K -$9.29K -140 -2%
NFG
197
Nations Financial Group
Iowa
$429K +$31.8K +478 +8%
KIA
198
KCM Investment Advisors
California
$428K -$7.05K -106 -2%
CCB
199
Cutter & Co Brokerage
Missouri
$427K +$101K +1,526 +31%
CA
200
Cambridge Advisors
Nebraska
$421K -$1.2K -18 -0.3%
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