IJJ icon

iShares S&P Mid-Cap 400 Value ETF

374 hedge funds and large institutions have $3.32B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 152 reducing their positions, and 42 closing their positions.

Holders
374
Holders Change
-17
Holders Change %
-4.35%
% of All Funds
9.34%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.6%
New
31
Increased
94
Reduced
152
Closed
42
Calls
$446K
Puts
$446K
Net Calls
Net Calls Change
-$1.26M
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.13B 7,602,944 -76,583 -1%
Morgan Stanley
2
Morgan Stanley
New York
$295M 1,986,504 -114,647 -5%
Bank of America
3
Bank of America
North Carolina
$148M 993,835 -54,711 -5%
EFS
4
Edelman Financial Services
Virginia
$125M 844,320 +31,199 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$99.6M 670,358 +13,874 +2%
UBS Group
6
UBS Group
Switzerland
$95.1M 640,042 -35,208 -5%
Members Trust
7
Members Trust
Florida
$85.2M 573,208 +13,811 +2%
Northern Trust
8
Northern Trust
Illinois
$57.7M 388,144 -18,470 -5%
Axa
9
Axa
France
$56.9M 383,321
Stifel Financial
10
Stifel Financial
Missouri
$48.1M 324,219 +21,884 +7%
EK
11
Evensky & Katz
Florida
$42.7M 287,725 +6,516 +2%
RJA
12
Raymond James & Associates
Florida
$36.7M 247,006 -158,417 -39%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$34.7M 233,686 -27,374 -10%
KeyBank National Association
14
KeyBank National Association
Ohio
$33.1M 223,065 -28,325 -11%
AA
15
Alesco Advisors
New York
$32.4M 218,015 +26,909 +14%
PP
16
Palladium Partners
Virginia
$30.8M 207,615 +2,995 +1%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$30.2M 203,482 -11,348 -5%
LPL Financial
18
LPL Financial
California
$26.3M 177,165 -208,138 -54%
HCM
19
Highfields Capital Management
Massachusetts
$25.4M 171,291
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$24.2M 162,857 -302,191 -65%
CFB
21
Cullen/Frost Bankers
Texas
$23M 154,696 -1,178 -0.8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$22.7M 152,603 +9,220 +6%
BF
23
BOK Financial
Oklahoma
$22.4M 151,028 -655 -0.4%
DADC
24
D.A. Davidson & Co
Montana
$21.8M 146,765 +8,606 +6%
FMC
25
First Merchants Corp
Indiana
$21.5M 144,939 -3,855 -3%