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iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

411 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
25
Increased
133
Reduced
121
Closed
32
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$463K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$39.2M
2
MWM
Merriman Wealth Management
Washington
+$9.33M
3
LMIM
Lockheed Martin Investment Management
Maryland
+$7.28M
4
CA
Centerpoint Advisors
Massachusetts
+$6.28M
5
EFS
Edelman Financial Services
Virginia
+$5.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$11.9M
3
Stifel Financial
Stifel Financial
Missouri
-$7.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.82M
5
CS
Credit Suisse
Switzerland
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
201
KCM Investment Advisors
California
$563K +$5.19K +64 +0.9%
Brown Advisory
202
Brown Advisory
Maryland
$558K +$127K +1,564 +29%
LNC
203
Lincoln National Corp
Pennsylvania
$556K -$297K -3,666 -35%
LWAC
204
Laurel Wealth Advisors (California)
California
$556K – – –
MBT
205
Montecito Bank & Trust
California
$555K +$277K +3,416 +99%
BAS
206
Brown Advisory Securities
Maryland
$553K -$2.92K -36 -0.5%
GAM
207
Griffin Asset Management
New York
$538K +$7.93K +98 +1%
Renaissance Technologies
208
Renaissance Technologies
New York
$535K -$227K -2,800 -30%
OCM
209
One Capital Management
California
$532K -$21.9K -270 -4%
HCA
210
Harbour Capital Advisors
Virginia
$519K -$1.46K -18 -0.3%
BAAM
211
Baker Avenue Asset Management
California
$518K – – –
FCI
212
Financial Counselors Inc
Kansas
$518K +$185K +2,286 +56%
FA
213
FDx Advisors
Illinois
$516K – – –
RG
214
Rikoon Group
New Mexico
$516K +$163 +2 +0%
NFG
215
Nations Financial Group
Iowa
$512K +$9.24K +114 +2%
KC
216
Kingfisher Capital
North Carolina
$511K -$56.3K -696 -10%
MIC
217
Meridian Investment Counsel
California
$502K – – –
BJL
218
Brighton Jones LLC
Washington
$493K +$493K +6,082 New
CPO
219
Cerity Partners OCIO
New York
$492K – – –
APA
220
American Portfolios Advisors
New York
$485K +$31.4K +388 +7%
KCM
221
Kanawha Capital Management
Virginia
$483K -$4.05K -50 -0.8%
SC
222
SouthState Corp
Florida
$483K +$19.8K +244 +4%
BTNA
223
Bremer Trust National Association
Minnesota
$477K -$8.26K -102 -2%
AFP
224
Ausdal Financial Partners
Iowa
$465K -$94.6K -1,166 -17%
JIC
225
Johnson Investment Counsel
Ohio
$463K – – –
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