IJJ icon

iShares S&P Mid-Cap 400 Value ETF

290 hedge funds and large institutions have $2.46B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
7.82%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.65%
New
28
Increased
97
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$929M 7,207,101 +265,850 +4%
Morgan Stanley
2
Morgan Stanley
New York
$246M 1,905,168 -3,103 -0.2%
Bank of America
3
Bank of America
North Carolina
$95.6M 741,654 -9,954 -1%
EFS
4
Edelman Financial Services
Virginia
$80.5M 624,538 +18,066 +3%
UBS Group
5
UBS Group
Switzerland
$71.4M 553,353 +14,780 +3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$62.3M 482,753 +1,891 +0.4%
Axa
7
Axa
France
$54.5M 422,221
LPL Financial
8
LPL Financial
California
$43M 335,050 +418 +0.1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$31.5M 244,480 +9,564 +4%
EK
10
Evensky & Katz
Florida
$30.6M 237,304 +6,756 +3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$27.5M 213,204 +52,150 +32%
KeyBank National Association
12
KeyBank National Association
Ohio
$27.1M 209,878 -10,340 -5%
Northern Trust
13
Northern Trust
Illinois
$26.5M 205,143 +3,914 +2%
FHB
14
First Hawaiian Bank
Hawaii
$25.4M 197,187 -54,924 -22%
PP
15
Palladium Partners
Virginia
$24.5M 189,732 +3,060 +2%
BF
16
BOK Financial
Oklahoma
$21.9M 169,559 -106,369 -39%
M&T Bank
17
M&T Bank
New York
$21.3M 164,886 -12,902 -7%
AWM
18
Affinity Wealth Management
Delaware
$18.1M 140,315 -8,072 -5%
TYCC
19
Texas Yale Capital Corp
Florida
$18.1M 140,145 -130 -0.1%
FMC
20
First Merchants Corp
Indiana
$17.5M 136,064 -11,388 -8%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$17.1M 132,466 +3,274 +3%
Truist Financial
22
Truist Financial
North Carolina
$16.8M 130,299 +9,399 +8%
Stifel Financial
23
Stifel Financial
Missouri
$16.6M 128,927 +9,277 +8%
CIM
24
Confluence Investment Management
Missouri
$15.6M 120,687 +7,088 +6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$15.4M 119,686 +3,077 +3%