iShares S&P Mid-Cap 400 Value ETF
736 hedge funds and large institutions have $5.04B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 194 increasing their positions, 263 reducing their positions, and 41 closing their positions.
41% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 41
1% more funds holding
Funds holding: 729 → 736 (+7)
0.19% more ownership
Funds ownership: 69.03% → 69.21% (+0.19%)
5% less capital invested
Capital invested by funds: $5.28B → $5.04B (-$240M)
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
26% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 263
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$57.7M |
| 2 |
LWM
Liberty Wealth Management
Oakland,
California
|
+$44.8M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$19.8M |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$8.05M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$28.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$13.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.8M |
| 4 |
Goldman Sachs
New York
|
-$7.36M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.35M |
IJJ Hedge Fund Activity: Q2 2024 in Review
736 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2024, worth a combined $5.04B — down 4.6% from $5.28B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new IJJ positions and 41 closed out — a net gain of 17 holders — while 194 added to existing stakes and 263 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $57.7M. The largest seller was Duff & Phelps Investment Management, exiting entirely with an estimated $28.5M sold.
- 736 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2024, up from 729 in Q1 2024.
- Funds reported $5.04B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2024, down 4.6% quarter-over-quarter.
- 58 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2024 and 41 closed out, a net change of +17 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2024 was AssetMark Inc, an estimated $57.7M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2024 was Duff & Phelps Investment Management, an estimated $28.5M sold.
Based on aggregated 13F filings for Q2 2024.