iShares S&P Mid-Cap 400 Value ETF
427 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 129 reducing their positions, and 23 closing their positions.
91% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 23
12% more capital invested
Capital invested by funds: $3.6B → $4.02B (+$426M)
6.76% more ownership
Funds ownership: 121.98% → 128.74% (+6.8%)
4% more funds holding
Funds holding: 410 → 427 (+17)
7% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 129
15% less funds holding in top 10
Funds holding in top 10: 26 → 22 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$187M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$35.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.6M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$12.2M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$16.7M |
| 2 |
Axa
Paris,
France
|
-$7.72M |
| 3 |
CA
Centerpoint Advisors
Needham,
Massachusetts
|
-$5.87M |
| 4 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$5.7M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$4.44M |
IJJ Hedge Fund Activity: Q3 2018 in Review
427 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2018, worth a combined $4.02B — up 12% from $3.6B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IJJ positions and 23 closed out — a net gain of 21 holders — while 138 added to existing stakes and 129 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $187M. The largest seller was Wells Fargo, cutting an estimated $16.7M.
- 427 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2018, up from 410 in Q2 2018.
- Funds reported $4.02B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2018, up 12% quarter-over-quarter.
- 44 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2018 and 23 closed out, a net change of +21 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $187M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2018 was Wells Fargo, an estimated $16.7M sold.
Based on aggregated 13F filings for Q3 2018.