IJJ icon

iShares S&P Mid-Cap 400 Value ETF

466 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
10.14%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.5%
New
37
Increased
155
Reduced
159
Closed
33
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Shares
Change %
BEI
201
Benjamin Edwards Inc
Missouri
$885K +$388K +4,870 +78%
MGIA
202
Matthew Goff Investment Advisor
Texas
$879K
FAIM
203
Financial Advocates Investment Management
Washington
$861K +$7.02K +88 +0.8%
PWAP
204
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$858K +$319 +4 +0%
SF
205
Synovus Financial
Georgia
$844K -$319 -4 -0%
BHWM
206
Bar Harbor Wealth Management
New Hampshire
$844K +$5.74K +72 +0.7%
NFG
207
Nations Financial Group
Iowa
$831K -$15.6K -196 -2%
PWP
208
Personal Wealth Partners
Minnesota
$811K +$12.1K +152 +2%
PCG
209
Private Capital Group
Connecticut
$783K -$31.4K -386 -4%
HA
210
Harborview Advisors
Maine
$764K -$2.07K -26 -0.3%
CBN
211
Cadence Bank NA
Texas
$761K -$34.1K -428 -4%
BWA
212
BDO Wealth Advisors
Florida
$759K -$18.3K -230 -2%
PFG
213
Pacific Financial Group
Washington
$757K
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$752K +$9.25K +116 +1%
HW
215
Hancock Whitney
Mississippi
$739K +$250K +3,136 +51%
RJT
216
Raymond James Trust
Florida
$732K -$13.1K -164 -2%
SC
217
SouthState Corp
Florida
$731K
MA
218
MONECO Advisors
Connecticut
$726K -$55K -690 -7%
CA
219
Cetera Advisors
Colorado
$708K -$93.2K -1,178 -12%
MWM
220
Mission Wealth Management
California
$706K +$478 +6 +0.1%
BFA
221
Bragg Financial Advisors
North Carolina
$705K +$2.39K +30 +0.3%
Renaissance Technologies
222
Renaissance Technologies
New York
$702K +$255K +3,200 +57%
CCM
223
Coldstream Capital Management
Washington
$695K
MAFM
224
Mid Atlantic Financial Management
Pennsylvania
$682K -$52.5K -658 -7%
LWAC
225
Laurel Wealth Advisors (California)
California
$678K +$43.7K +548 +7%