IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

428 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, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$187M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$35.9M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.2M
5
RJA
Raymond James & Associates
Florida
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.7M
2
Axa
Axa
France
-$7.73M
3
CA
Centerpoint Advisors
Massachusetts
-$5.88M
4
KFA
Kays Financial Advisory
Georgia
-$5.71M
5
JFA
JNBA Financial Advisors
Minnesota
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.19B -$16.7M -199,582 -1%
Morgan Stanley
2
Morgan Stanley
New York
$406M +$4.46M +53,310 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$229M +$187M +2,240,380 +454%
EFS
4
Edelman Financial Services
Virginia
$167M +$3.97M +47,432 +2%
Bank of America
5
Bank of America
North Carolina
$158M -$899K -10,740 -0.6%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$113M +$794K +9,486 +0.7%
UBS Group
7
UBS Group
Switzerland
$111M +$3.81M +45,524 +4%
Natixis Advisors
8
Natixis Advisors
Massachusetts
$79.6M +$35.9M +429,030 +82%
Ameriprise
9
Ameriprise
Minnesota
$71.3M +$24.5M +198,374 +52%
RJA
10
Raymond James & Associates
Florida
$57.2M +$10.3M +123,008 +22%
Northern Trust
11
Northern Trust
Illinois
$52.9M -$56.7K -678 -0.1%
EK
12
Evensky & Katz
Florida
$51M +$170K +2,036 +0.3%
AA
13
Alesco Advisors
New York
$48.5M +$3.82M +45,706 +9%
Axa
14
Axa
France
$44.6M -$7.73M -92,400 -15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$38.4M +$12.2M +146,150 +47%
PP
16
Palladium Partners
Virginia
$36.6M +$419K +5,010 +1%
LPL Financial
17
LPL Financial
California
$34.4M +$2.62M +31,256 +8%
DADC
18
D.A. Davidson & Co
Montana
$32.6M +$2.84M +33,896 +10%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$32.4M +$3.33M +39,780 +11%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$31.9M +$9.79M +117,050 +44%
Stifel Financial
21
Stifel Financial
Missouri
$31.2M -$3.86M -45,418 -11%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$29.8M -$616K -7,368 -2%
KeyBank National Association
23
KeyBank National Association
Ohio
$28.7M -$673K -8,044 -2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$28M +$316K +3,774 +1%
Truist Financial
25
Truist Financial
North Carolina
$27.1M +$3.15M +37,644 +13%
1
2 3 4 5