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iShares S&P Mid-Cap 400 Value ETF
IJJ

211 hedge funds and large institutions have $1.65B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q2 according to their latest regulatory filings, with 211 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

140.79% more ownership

Funds ownership: 0% → 140.79% (+141%)

Holders
211
Holders Change
+211
Holders Change %
–
% of All Funds
6.89%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
211
Increased
–
Reduced
–
Closed
–
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$334K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$536M +$536M +10,590,464 New
Morgan Stanley
2
Morgan Stanley
New York
$207M +$207M +4,087,084 New
Bank of America
3
Bank of America
North Carolina
$69.2M +$69.2M +1,367,102 New
FIG
4
FundX Investment Group
California
$56M +$56M +1,106,408 New
Axa
5
Axa
France
$50.2M +$50.2M +991,842 New
U
6
UBS
Switzerland
$49.3M +$49.3M +974,050 New
EFS
7
Edelman Financial Services
Virginia
$48.3M +$48.3M +954,522 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$36.1M +$36.1M +713,256 New
LPL Financial
9
LPL Financial
California
$36M +$36M +711,522 New
BF
10
BOK Financial
Oklahoma
$32.6M +$32.6M +644,280 New
FHB
11
First Hawaiian Bank
Hawaii
$25.6M +$25.5M +505,066 New
EK
12
Evensky & Katz
Florida
$22.1M +$23M +455,466 New
KeyBank National Association
13
KeyBank National Association
Ohio
$20.3M +$20.3M +400,934 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$18.7M +$18.7M +369,844 New
Deutsche Bank
15
Deutsche Bank
Germany
$15.5M +$15.5M +305,928 New
FMC
16
First Merchants Corp
Indiana
$14.3M +$14.2M +281,500 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$12.2M +$12.2M +241,266 New
Northern Trust
18
Northern Trust
Illinois
$12M +$12M +237,056 New
AWM
19
Affinity Wealth Management
Delaware
$11.7M +$11.7M +230,804 New
GIA
20
GHP Investment Advisors
Colorado
$10.9M +$10.9M +215,340 New
JP Morgan Chase
21
JP Morgan Chase
New York
$10.9M +$10.9M +214,928 New
DPIM
22
Duff & Phelps Investment Management
Illinois
$10.5M +$10.5M +206,820 New
JMPWA
23
JP Morgan Private Wealth Advisors
California
$10.4M +$10.4M +205,908 New
TYCC
24
Texas Yale Capital Corp
Florida
$10.4M +$10.4M +204,974 New
RCA
25
Rex Capital Advisors
Rhode Island
$9.79M +$9.78M +193,344 New
1
2 3 4 5

IJJ Hedge Fund Activity: Q2 2013 in Review

211 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2013, worth a combined $1.65B.

Buyers outnumbered sellers: 211 funds opened new IJJ positions and 0 closed out — a net gain of 211 holders — while 0 added to existing stakes and 0 trimmed.

  • 211 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.65B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2013.
  • 211 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2013 and 0 closed out, a net change of +211 holders.

Based on aggregated 13F filings for Q2 2013.