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iShares S&P Mid-Cap 400 Value ETF
IJJ

211 hedge funds and large institutions have $1.65B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q2 according to their latest regulatory filings, with 211 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

140.79% more ownership

Funds ownership: 0% → 140.79% (+141%)

Holders
211
Holders Change
+211
Holders Change %
–
% of All Funds
6.89%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
211
Increased
–
Reduced
–
Closed
–
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$334K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HRIA
201
Haberer Registered Investment Advisor
Ohio
$8K +$7.99K +158 New
BIM
202
BlackRock Investment Management
Delaware
$7K +$6.58K +130 New
SSB
203
Sandy Spring Bank
Maryland
$7K +$7.59K +150 New
CTC
204
Central Trust Company
Missouri
$6K +$5.77K +114 New
CCT
205
Capital City Trust
Florida
$6K +$6.07K +120 New
PWAG
206
Polaris Wealth Advisory Group
California
$5.06K +$5.06K +100 New
PFO
207
Pathstone Family Office
New Jersey
$5K +$4.75K +94 New
BTS
208
BB&T Securities
Virginia
$3.13K +$313K +6,190 New
BWM
209
Baystate Wealth Management
Massachusetts
$3K +$3.44K +68 New
MA
210
MCF Advisors
Kentucky
$1K +$911 +18 New
FBT
211
Founders Bank & Trust
Michigan
$1K +$1.11K +22 New
MA
212
Marshwinds Advisory
Georgia
– +$455M +9,000,000 New
5 6 7 8
9

IJJ Hedge Fund Activity: Q2 2013 in Review

211 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2013, worth a combined $1.65B.

Buyers outnumbered sellers: 211 funds opened new IJJ positions and 0 closed out — a net gain of 211 holders — while 0 added to existing stakes and 0 trimmed.

  • 211 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.65B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2013.
  • 211 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2013 and 0 closed out, a net change of +211 holders.

Based on aggregated 13F filings for Q2 2013.