iShares S&P Mid-Cap 400 Value ETF
468 hedge funds and large institutions have $4B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 28 closing their positions.
1,813% more call options, than puts
Call options by funds: $306K | Put options by funds: $16K
21% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 28
1% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 142
0% more funds holding
Funds holding: 466 → 468 (+2)
0.05% more ownership
Funds ownership: 126.27% → 126.32% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 23 → 23 (0)
0% less capital invested
Capital invested by funds: $4.02B → $4B (-$16.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$22.6M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$21.6M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$11.3M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$9.51M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$7.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$99.6M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$14.3M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.86M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$6.15M |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$5.8M |
IJJ Hedge Fund Activity: Q3 2019 in Review
468 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2019, worth a combined $4B — down 0.41% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IJJ positions and 28 closed out — a net gain of 6 holders — while 143 added to existing stakes and 142 trimmed.
The largest buyer was Noven Financial Group, opening a new position worth an estimated $22.6M. The largest seller was Wells Fargo, cutting an estimated $99.6M.
- 468 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2019, up from 466 in Q2 2019.
- Funds reported $4B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2019, down 0.41% quarter-over-quarter.
- 34 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2019 and 28 closed out, a net change of +6 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2019 was Noven Financial Group, an estimated $22.6M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2019 was Wells Fargo, an estimated $99.6M sold.
Based on aggregated 13F filings for Q3 2019.