IJJ icon

iShares S&P Mid-Cap 400 Value ETF

253 hedge funds and large institutions have $2.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
7.28%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
27
Increased
99
Reduced
70
Closed
14
Calls
$888K
Puts
Net Calls
+$888K
Net Calls Change
-$582K
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
201
FineMark National Bank & Trust
Florida
$197K
AIM
202
Acropolis Investment Management
Missouri
$191K -$29.2K -460 -13%
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K +$10.2K +160 +6%
VIA
204
Vantage Investment Advisors
Pennsylvania
$171K +$3.56K +56 +2%
IFWM
205
Institute for Wealth Management
Colorado
$150K -$5.08K -80 -3%
M
206
MOTCO
Texas
$137K
MWP
207
MYCIO Wealth Partners
Pennsylvania
$136K -$5.96K -94 -4%
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$136K
BAM
209
Barrett Asset Management
New York
$129K +$15.4K +242 +14%
KTC
210
Kistler-Tiffany Companies
Pennsylvania
$117K -$16.2K -254 -12%
FBT
211
Founders Bank & Trust
Michigan
$103K
CIA
212
Choate Investment Advisors
Massachusetts
$97.7K
CHC
213
City Holding Co
West Virginia
$97K
PCTC
214
Perkins Coie Trust Company
Washington
$92K
CDIA
215
Capital Directions Investment Advisors
Georgia
$88K
NES
216
New England Securities
New York
$80K -$1.53K -24 -2%
ST
217
Smithfield Trust
Pennsylvania
$78K
MBT
218
Monroe Bank & Trust
Michigan
$76K
GAM
219
Gemmer Asset Management
California
$73K +$33.2K +520 +83%
WA
220
WFG Advisors
Texas
$72K +$3.94K +62 +6%
BPBT
221
Boston Private Bank & Trust
Massachusetts
$63K
FCCM
222
First City Capital Management
Georgia
$58.4K
TAIM
223
TD Ameritrade Investment Management
Nebraska
$57K -$3.78K -60 -6%
SF
224
Synovus Financial
Georgia
$54K
PSUF
225
People's United Financial
Connecticut
$53K