iShares S&P Mid-Cap 400 Value ETF
410 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 132 increasing their positions, 121 reducing their positions, and 32 closing their positions.
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
9% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 121
2% more capital invested
Capital invested by funds: $3.52B → $3.6B (+$80.5M)
2% less funds holding
Funds holding: 420 → 410 (-10)
3.4% less ownership
Funds ownership: 125.38% → 121.98% (-3.4%)
22% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 32
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $340K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
+$38.7M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$9.21M |
| 3 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$7.18M |
| 4 |
CA
Centerpoint Advisors
Needham,
Massachusetts
|
+$6.2M |
| 5 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$5.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$14.5M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$11.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.06M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$7.02M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6M |
IJJ Hedge Fund Activity: Q2 2018 in Review
410 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2018, worth a combined $3.6B — up 2.3% from $3.52B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of IJJ and 25 opened new positions — a net loss of 7 holders — while 121 trimmed existing stakes and 132 added.
The largest buyer was Natixis Advisors, adding an estimated $38.7M. The largest seller was Wells Fargo, cutting an estimated $14.5M.
- 410 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2018, down from 420 in Q1 2018.
- Funds reported $3.6B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2018, up 2.3% quarter-over-quarter.
- 25 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2018 and 32 closed out, a net change of -7 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2018 was Natixis Advisors, an estimated $38.7M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2018 was Wells Fargo, an estimated $14.5M sold.
Based on aggregated 13F filings for Q2 2018.