iShares S&P Mid-Cap 400 Value ETF
466 hedge funds and large institutions have $2.48B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 130 increasing their positions, 194 reducing their positions, and 105 closing their positions.
0.72% more ownership
Funds ownership: 127.27% → 127.98% (+0.72%)
14% less funds holding
Funds holding: 542 → 466 (-76)
25% less funds holding in top 10
Funds holding in top 10: 24 → 18 (-6)
33% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 194
41% less capital invested
Capital invested by funds: $4.21B → $2.48B (-$1.74B)
64% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 105
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$40.5M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$29.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$28.2M |
| 4 |
Betterment LLC
New York
|
+$19.8M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$243M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$53.3M |
| 3 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$25.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.2M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$19.1M |
IJJ Hedge Fund Activity: Q1 2020 in Review
466 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2020, worth a combined $2.48B — down 41% from $4.21B a quarter earlier.
Sellers outnumbered buyers: 105 funds closed out of IJJ and 38 opened new positions — a net loss of 67 holders — while 194 trimmed existing stakes and 130 added.
The largest buyer was Morgan Stanley, adding an estimated $40.5M. The largest seller was Wells Fargo, cutting an estimated $243M.
- 466 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2020, down from 542 in Q4 2019.
- Funds reported $2.48B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2020, down 41% quarter-over-quarter.
- 38 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2020 and 105 closed out, a net change of -67 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2020 was Morgan Stanley, an estimated $40.5M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2020 was Wells Fargo, an estimated $243M sold.
Based on aggregated 13F filings for Q1 2020.