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iShares S&P Mid-Cap 400 Value ETF
IJJ

468 hedge funds and large institutions have $4B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,813% more call options, than puts

Call options by funds: $306K | Put options by funds: $16K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

1% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 142

0% more funds holding

Funds holding: 466 → 468 (+2)

0.05% more ownership

Funds ownership: 126.27% → 126.32% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 23 → 23 (0)

0% less capital invested

Capital invested by funds: $4.02B → $4B (-$16.5M)

Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.26%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
34
Increased
143
Reduced
142
Closed
28
Calls
$306K
Puts
$16K
Net Calls
+$290K
Net Calls Change
+$17K

Top Buyers

1
NFG
Noven Financial Group
Colorado
+$22.6M
2
WIA
World Investment Advisors
California
+$21.6M
3
Stifel Financial
Stifel Financial
Missouri
+$11.3M
4
MWM
Merriman Wealth Management
Washington
+$9.51M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$7.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$99.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.3M
3
CS
Credit Suisse
Switzerland
-$8.86M
4
LMIM
Lockheed Martin Investment Management
Maryland
-$6.15M
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$5.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1B -$99.6M -1,265,498 -9%
Morgan Stanley
2
Morgan Stanley
New York
$281M -$1.55M -19,752 -0.6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$177M +$5.04M +64,088 +3%
Bank of America
4
Bank of America
North Carolina
$168M +$5.58M +70,902 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$149M -$2.81M -35,674 -2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$115M +$796K +10,116 +0.7%
Stifel Financial
7
Stifel Financial
Missouri
$103M +$11.3M +143,532 +13%
UBS Group
8
UBS Group
Switzerland
$103M -$3.92M -49,784 -4%
Natixis Advisors
9
Natixis Advisors
Massachusetts
$86.5M +$2.96M +37,564 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$86.1M +$4.58M +58,148 +6%
Northern Trust
11
Northern Trust
Illinois
$52.7M +$85.6K +1,088 +0.2%
Ameriprise
12
Ameriprise
Minnesota
$52.4M -$1.09M -13,866 -2%
RJA
13
Raymond James & Associates
Florida
$52.3M -$2.97M -37,710 -5%
AA
14
Alesco Advisors
New York
$51.6M +$4M +50,820 +9%
EK
15
Evensky & Katz
Florida
$50.5M +$446K +5,660 +0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$43.4M +$1.3M +16,548 +3%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$42.7M +$1.98M +25,182 +5%
LPL Financial
18
LPL Financial
California
$42.3M -$1.32M -16,756 -3%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$39.1M +$7.18M +91,276 +23%
PP
20
Palladium Partners
Virginia
$36.6M +$89.3K +1,134 +0.3%
DADC
21
D.A. Davidson & Co
Montana
$33.8M +$179K +2,278 +0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$33.8M -$126K -1,604 -0.4%
JP Morgan Chase
23
JP Morgan Chase
New York
$33.1M +$736K +9,348 +2%
Truist Financial
24
Truist Financial
North Carolina
$32.9M +$2.22M +28,148 +7%
Axa
25
Axa
France
$30.9M – – –
1
2 3 4 5

IJJ Hedge Fund Activity: Q3 2019 in Review

468 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2019, worth a combined $4B — down 0.41% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IJJ positions and 28 closed out — a net gain of 6 holders — while 143 added to existing stakes and 142 trimmed.

The largest buyer was Noven Financial Group, opening a new position worth an estimated $22.6M. The largest seller was Wells Fargo, cutting an estimated $99.6M.

  • 468 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2019, up from 466 in Q2 2019.
  • Funds reported $4B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2019, down 0.41% quarter-over-quarter.
  • 34 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2019 and 28 closed out, a net change of +6 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2019 was Noven Financial Group, an estimated $22.6M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2019 was Wells Fargo, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2019.