IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

469 hedge funds and large institutions have $4.01B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+24
Holders Change %
+5.39%
% of All Funds
10.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.54%
New
65
Increased
149
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$45.9M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$37.8M
3
LPL Financial
LPL Financial
California
+$26.6M
4
NFG
Noven Financial Group
Colorado
+$23.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
2
WIA
World Investment Advisors
California
-$17.1M
3
LI
LVZ Inc
Michigan
-$11.9M
4
Wells Fargo
Wells Fargo
California
-$8.69M
5
Morgan Stanley
Morgan Stanley
New York
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
176
Tiedemann Advisors
New York
$1.12M – – –
AFC
177
AFT Forsyth & Company
Florida
$1.11M -$25.9K -330 -2%
FNBOSM
178
First National Bank of South Miami
Florida
$1.11M -$90.1K -1,148 -8%
MAM
179
Marquette Asset Management
Minnesota
$1.1M – – –
WWM
180
Windsor Wealth Management
Indiana
$1.1M +$154K +1,958 +16%
FWM
181
Frontier Wealth Management
Missouri
$1.09M -$30.9K -394 -3%
SC
182
Savant Capital
Illinois
$1.08M -$364K -4,634 -25%
WT
183
Whittier Trust
California
$1.08M – – –
OFG
184
Omega Financial Group
California
$1.08M +$367K +4,672 +51%
AMCA
185
Arthur M. Cohen & Associates
Illinois
$1.05M +$71.9K +916 +7%
VDFA
186
Vickerman & Driscoll Financial Advisors
Washington
$1.04M -$46.5K -592 -4%
SWM
187
Segment Wealth Management
Texas
$1.03M – – –
Bessemer Group
188
Bessemer Group
New Jersey
$1.03M – – –
HNB
189
Huntington National Bank
Ohio
$1M -$951K – –
SFG
190
SNS Financial Group
Minnesota
$993K -$70.6K -900 -7%
CB
191
Commerce Bank
Missouri
$981K -$21K -268 -2%
KWM
192
Kingsview Wealth Management
Oregon
$980K – – –
NL
193
NWAM LLC
Washington
$967K +$16.2K +206 +2%
RC
194
RegentAtlantic Capital
New Jersey
$965K – – –
APA
195
American Portfolios Advisors
New York
$951K +$511K +6,510 +116%
BWCS
196
Beirne Wealth Consulting Services
Connecticut
$950K -$15.7K -200 -2%
PFO
197
Pathstone Family Office
New Jersey
$943K +$943K +12,030 New
AIC
198
Ameritas Investment Company
Nebraska
$905K +$905K +11,536 New
IWS
199
Insight Wealth Strategies
California
$889K -$8.47K -108 -0.9%
PO
200
Private Ocean
California
$877K +$49.5K +630 +6%
6 7
8
9 10