IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$187M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$35.9M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.2M
5
RJA
Raymond James & Associates
Florida
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.7M
2
Axa
Axa
France
-$7.73M
3
CA
Centerpoint Advisors
Massachusetts
-$5.88M
4
KFA
Kays Financial Advisory
Georgia
-$5.71M
5
JFA
JNBA Financial Advisors
Minnesota
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
HJA
201
Hugh Johnson Advisors
New York
$628K +$46K +550 +8%
KIA
202
KCM Investment Advisors
California
$624K +$42.5K +508 +7%
SS
203
Sunbelt Securities
Texas
$611K +$611K +7,298 New
CBB
204
Citizens Business Bank
California
$604K -$57.2K -684 -9%
CA
205
Cambridge Advisors
Nebraska
$604K -$1.17K -14 -0.2%
SBH
206
Segall Bryant & Hamill
Illinois
$602K – – –
GAM
207
Griffin Asset Management
New York
$598K +$42.2K +504 +8%
CGT
208
Capital Guardian Trust
California
$595K +$595K +7,112 New
LWAC
209
Laurel Wealth Advisors (California)
California
$579K +$4.35K +52 +0.8%
GTAM
210
Global Trust Asset Management
Florida
$578K -$13.5K -162 -2%
FCI
211
Financial Counselors Inc
Kansas
$577K +$42.8K +512 +8%
AAP
212
Arax Advisory Partners
Colorado
$572K +$572K +6,838 New
BAS
213
Brown Advisory Securities
Maryland
$570K – – –
APA
214
American Portfolios Advisors
New York
$563K +$62.8K +750 +13%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$551K +$367K +4,366 +199%
OCM
216
One Capital Management
California
$548K -$1.67K -20 -0.3%
BAAM
217
Baker Avenue Asset Management
California
$535K -$502 -6 -0.1%
RG
218
Rikoon Group
New Mexico
$531K +$1K +12 +0.2%
KC
219
Kingfisher Capital
North Carolina
$522K -$6.53K -78 -1%
MIC
220
Meridian Investment Counsel
California
$519K – – –
BJL
221
Brighton Jones LLC
Washington
$510K +$1K +12 +0.2%
Brown Advisory
222
Brown Advisory
Maryland
$509K -$66.1K -790 -11%
Jane Street
223
Jane Street
New York
$509K +$509K +6,080 New
MWM
224
Modera Wealth Management
New Jersey
$509K +$509K +6,084 New
CPO
225
Cerity Partners OCIO
New York
$508K +$334 +4 +0.1%
7 8
9
10 11