IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

244 hedge funds and large institutions have $2.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
244
Holders Change
+28
Holders Change %
+12.96%
% of All Funds
7.09%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.7%
New
45
Increased
84
Reduced
61
Closed
13
Calls
$965K
Puts
$349K
Net Calls
+$616K
Net Calls Change
-$1.58M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$669M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$23.2M
3
LI
3
LVZ Inc
Michigan
$15.7M
4
NFG
4
Noven Financial Group
Colorado
$12.5M
5
SG Americas Securities
5
SG Americas Securities
New York
$9.1M

Top Sellers

1
FIG
1
FundX Investment Group
California
$598K
2
Deutsche Bank
2
Deutsche Bank
Germany
$18.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$219M
4
Bank of America
4
Bank of America
North Carolina
$78.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$669M 5,755,452 +584,834 +11%
Morgan Stanley
2
Morgan Stanley
New York
$219M 1,882,392 -106,174 -5%
Bank of America
3
Bank of America
North Carolina
$78.8M 678,018 -76,225 -10%
EFS
4
Edelman Financial Services
Virginia
$65.9M 566,716 +53,535 +10%
Axa
5
Axa
France
$57.6M 495,921 – –
U
6
UBS
Switzerland
$56.2M 483,410 +11,819 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$47.4M 407,880 +8,190 +2%
LPL Financial
8
LPL Financial
California
$42.5M 365,818 +7,504 +2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$41.7M 358,664 +1,441 +0.4%
BF
10
BOK Financial
Oklahoma
$38.7M 333,226 -398 -0.1%
FHB
11
First Hawaiian Bank
Hawaii
$33.7M 289,728 +23,408 +9%
EK
12
Evensky & Katz
Florida
$27M 232,534 +570 +0.2%
MIH
13
Madison Investment Holdings
Wisconsin
$25.7M 221,057 +15,601 +8%
KeyBank National Association
14
KeyBank National Association
Ohio
$25.7M 220,984 +9,623 +5%
CPSAC
15
Chas P. Smith & Associates (CPS)
Florida
$23.2M 199,426 +138,336 +226%
Deutsche Bank
16
Deutsche Bank
Germany
$18.9M 162,406 -147,980 -48%
FMC
17
First Merchants Corp
Indiana
$17M 146,487 +1,184 +0.8%
Northern Trust
18
Northern Trust
Illinois
$16.5M 141,907 +12,437 +10%
LI
19
LVZ Inc
Michigan
$15.7M 135,348 +135,348 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$14.4M 123,533 -3,425 -3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$13.5M 115,835 +3,042 +3%
GIA
22
GHP Investment Advisors
Colorado
$12.9M 110,703 +1,019 +0.9%
NFG
23
Noven Financial Group
Colorado
$12.5M 107,111 +107,111 New
TYCC
24
Texas Yale Capital Corp
Florida
$12.4M 106,897 +3,330 +3%
DPIM
25
Duff & Phelps Investment Management
Illinois
$12.1M 104,340 – –
1
2 3 4 5