IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

533 hedge funds and large institutions have $3.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+72
Holders Change %
+15.62%
% of All Funds
9.46%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.39%
New
109
Increased
115
Reduced
202
Closed
27
Calls
$2K
Puts
$785K
Net Calls
-$783K
Net Calls Change
-$985K

Top Buyers

1
PSUF
People's United Financial
Connecticut
$53.2M
2
Morgan Stanley
Morgan Stanley
New York
$382M
3
UBS Group
UBS Group
Switzerland
$161M
4
WIA
World Investment Advisors
California
$20.2M
5
DADC
D.A. Davidson & Co
Montana
$59.7M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.39M
2
Financial Engines Advisors
Financial Engines Advisors
California
$115M
3
Wells Fargo
Wells Fargo
California
$501M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$349M
5
CC
Courier Capital
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$1.35M -$4.91K -57 -0.4%
William Blair & Company
177
William Blair & Company
Illinois
$1.34M +$284K +3,290 +27%
GW
178
GW & Wade
Massachusetts
$1.32M +$1.32M +15,266 New
CAL
179
Capital Analysts LLC
Pennsylvania
$1.27M -$50.2K -581 -4%
EWM
180
Evercore Wealth Management
New York
$1.21M – – –
CA
181
Cornerstone Advisory
Maryland
$1.21M – – –
FAIM
182
Financial Advocates Investment Management
Washington
$1.2M -$26.5K -307 -2%
WA
183
Waverly Advisors
Alabama
$1.19M -$1.2M -12,685 -50%
BSB
184
Bangor Savings Bank
Maine
$1.13M -$102K -1,176 -8%
BWCS
185
Beirne Wealth Consulting Services
Connecticut
$1.13M -$41.3K -478 -4%
UCFA
186
United Capital Financial Advisors
Texas
$1.1M -$338K -3,916 -23%
IA
187
IFP Advisors
Florida
$1.1M -$127K -1,467 -10%
CPIG
188
Chicago Partners Investment Group
Illinois
$1.1M -$1.04M -11,393 -49%
AFC
189
AFT Forsyth & Company
Florida
$1.09M – – –
GT
190
Glenmede Trust
Pennsylvania
$1.07M -$1.01M -11,738 -49%
PFG
191
Pacific Financial Group
Washington
$1.05M +$180K +2,083 +21%
WFA
192
Wellspring Financial Advisors
Ohio
$1.04M -$376K -4,353 -26%
Citigroup
193
Citigroup
New York
$1.04M -$15.2K -176 -1%
TA
194
Tiedemann Advisors
New York
$1.03M -$75.1K -870 -7%
Bessemer Group
195
Bessemer Group
New Jersey
$1.02M – – –
KWM
196
Kingsview Wealth Management
Oregon
$1.01M +$1.01M +11,643 New
UTC
197
Unified Trust Company
Kentucky
$975K -$65.4K -718 -6%
RC
198
RegentAtlantic Capital
New Jersey
$965K – – –
WT
199
Whittier Trust
California
$955K -$110K -1,274 -10%
PCG
200
Private Capital Group
Connecticut
$955K -$7.07K -82 -0.7%
6 7
8
9 10