iShares S&P Mid-Cap 400 Value ETF
366 hedge funds and large institutions have $3.47B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 104 reducing their positions, and 25 closing their positions.
148% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 25
24% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 104
15% more funds holding in top 10
Funds holding in top 10: 27 → 31 (+4)
12% more capital invested
Capital invested by funds: $3.11B → $3.47B (+$362M)
9% more funds holding
Funds holding: 337 → 366 (+29)
1.37% less ownership
Funds ownership: 125.09% → 123.71% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$49.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$35.3M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
+$21.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$20.4M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$39.2M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$37.3M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$11.1M |
| 4 |
GAMA
Graticule Asia Macro Advisors
New York
|
-$9.84M |
| 5 |
Goldman Sachs
New York
|
-$6.84M |
IJJ Hedge Fund Activity: Q4 2016 in Review
366 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2016, worth a combined $3.47B — up 12% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new IJJ positions and 25 closed out — a net gain of 37 holders — while 129 added to existing stakes and 104 trimmed.
The largest buyer was Sage Advisory Services, opening a new position worth an estimated $49.5M. The largest seller was Wells Fargo, cutting an estimated $39.2M.
- 366 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2016, up from 337 in Q3 2016.
- Funds reported $3.47B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2016, up 12% quarter-over-quarter.
- 62 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2016 and 25 closed out, a net change of +37 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2016 was Sage Advisory Services, an estimated $49.5M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2016 was Wells Fargo, an estimated $39.2M sold.
Based on aggregated 13F filings for Q4 2016.