IJJ icon

iShares S&P Mid-Cap 400 Value ETF

382 hedge funds and large institutions have $3.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 129 reducing their positions, and 23 closing their positions.

Holders
382
Holders Change
+8
Holders Change %
+2.14%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.65%
New
35
Increased
117
Reduced
129
Closed
23
Calls
$1.07M
Puts
$534K
Net Calls
+$535K
Net Calls Change
+$535K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.16B 7,610,620 +7,676 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$302M 1,979,850 -6,654 -0.3%
Bank of America
3
Bank of America
North Carolina
$153M 1,000,829 +6,994 +0.7%
EFS
4
Edelman Financial Services
Virginia
$134M 879,132 +34,812 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$101M 662,445 -7,913 -1%
UBS Group
6
UBS Group
Switzerland
$97.7M 639,575 -467 -0.1%
Members Trust
7
Members Trust
Florida
$90.4M 591,896 +18,688 +3%
Axa
8
Axa
France
$58.1M 380,621 -2,700 -0.7%
Northern Trust
9
Northern Trust
Illinois
$52.3M 342,705 -45,439 -12%
Stifel Financial
10
Stifel Financial
Missouri
$47M 307,380 -16,839 -5%
EK
11
Evensky & Katz
Florida
$44.3M 290,318 +2,593 +0.9%
RJA
12
Raymond James & Associates
Florida
$41.3M 270,117 +23,111 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$35.2M 230,600 -3,086 -1%
AA
14
Alesco Advisors
New York
$34.5M 225,559 +7,544 +3%
PP
15
Palladium Partners
Virginia
$32M 209,511 +1,896 +0.9%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$31.3M 204,627 +1,145 +0.6%
KeyBank National Association
17
KeyBank National Association
Ohio
$31.2M 204,211 -18,854 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$27.2M 177,762 +14,905 +9%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$23.8M 156,073 +3,470 +2%
LPL Financial
20
LPL Financial
California
$23.8M 155,774 -21,391 -12%
DADC
21
D.A. Davidson & Co
Montana
$23.5M 153,893 +7,128 +5%
BF
22
BOK Financial
Oklahoma
$22.5M 147,292 -3,736 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$21.5M 140,647 -1,555 -1%
RCA
24
Rex Capital Advisors
Rhode Island
$21.4M 140,150 +72 +0.1%
FMC
25
First Merchants Corp
Indiana
$18.7M 122,314 -22,625 -16%