iShares S&P Mid-Cap 400 Value ETF
330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.
209% more call options, than puts
Call options by funds: $1.43M | Put options by funds: $462K
133% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 21
13% more capital invested
Capital invested by funds: $2.63B → $2.96B (+$333M)
10% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 99
9% more funds holding
Funds holding: 304 → 330 (+26)
0.25% less ownership
Funds ownership: 125.11% → 124.86% (-0.25%)
4% less funds holding in top 10
Funds holding in top 10: 28 → 27 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$27.5M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$20.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$19.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$19M |
| 5 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$25.6M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
-$13.8M |
| 3 |
AIG
American International Group
New York
|
-$11.5M |
| 4 |
Morgan Stanley
New York
|
-$11.1M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$5.7M |
IJJ Hedge Fund Activity: Q2 2016 in Review
330 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2016, worth a combined $2.96B — up 13% from $2.63B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new IJJ positions and 21 closed out — a net gain of 28 holders — while 109 added to existing stakes and 99 trimmed.
The largest buyer was Quantitative Advantage, opening a new position worth an estimated $27.5M. The largest seller was Piershale Financial Group, cutting an estimated $25.6M.
- 330 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2016, up from 304 in Q1 2016.
- Funds reported $2.96B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2016, up 13% quarter-over-quarter.
- 49 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2016 and 21 closed out, a net change of +28 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2016 was Quantitative Advantage, an estimated $27.5M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2016 was Piershale Financial Group, an estimated $25.6M sold.
Based on aggregated 13F filings for Q2 2016.