iShares S&P Mid-Cap 400 Value ETF
462 hedge funds and large institutions have $2.75B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 191 reducing their positions, and 29 closing their positions.
45% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 29
2% more funds holding
Funds holding: 452 → 462 (+10)
0.5% more ownership
Funds ownership: 128.23% → 128.74% (+0.5%)
1% less capital invested
Capital invested by funds: $2.78B → $2.75B (-$24.1M)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
40% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 191
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.8M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$17.3M |
| 3 |
CC
Courier Capital
Buffalo,
New York
|
+$8.32M |
| 4 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
+$5.62M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$21.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$20.7M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$13M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$10.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.73M |
IJJ Hedge Fund Activity: Q3 2020 in Review
462 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2020, worth a combined $2.75B — down 0.87% from $2.78B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IJJ positions and 29 closed out — a net gain of 13 holders — while 115 added to existing stakes and 191 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $20.8M. The largest seller was PNC Financial Services Group, cutting an estimated $21.2M.
- 462 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2020, up from 452 in Q2 2020.
- Funds reported $2.75B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2020, down 0.87% quarter-over-quarter.
- 42 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2020 and 29 closed out, a net change of +13 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2020 was Fidelity Investments, an estimated $20.8M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2020 was PNC Financial Services Group, an estimated $21.2M sold.
Based on aggregated 13F filings for Q3 2020.