iShares S&P Mid-Cap 400 Value ETF
290 hedge funds and large institutions have $2.35B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 82 reducing their positions, and 15 closing their positions.
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
29% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 82
9% more funds holding in top 10
Funds holding in top 10: 22 → 24 (+2)
7% more capital invested
Capital invested by funds: $2.21B → $2.35B (+$149M)
6% more funds holding
Funds holding: 273 → 290 (+17)
3.17% more ownership
Funds ownership: 117.26% → 120.43% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.6M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.7M |
| 3 |
Morgan Stanley
New York
|
+$9.37M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.52M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
-$1.96M |
| 2 |
RCA
Rex Capital Advisors
Providence,
Rhode Island
|
-$1.75M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1.48M |
| 4 |
JP Morgan Chase
New York
|
-$1.34M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$1.19M |
IJJ Hedge Fund Activity: Q4 2015 in Review
290 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2015, worth a combined $2.35B — up 6.7% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IJJ positions and 15 closed out — a net gain of 20 holders — while 106 added to existing stakes and 82 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.6M. The largest seller was KeyBank National Association, cutting an estimated $1.96M.
- 290 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2015, up from 273 in Q3 2015.
- Funds reported $2.35B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2015, up 6.7% quarter-over-quarter.
- 35 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2015 and 15 closed out, a net change of +20 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2015 was LPL Financial, an estimated $18.6M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2015 was KeyBank National Association, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2015.