iShares S&P Mid-Cap 400 Value ETF
587 hedge funds and large institutions have $5.62B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 164 increasing their positions, 185 reducing their positions, and 30 closing their positions.
197% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 30
64% more funds holding in top 10
Funds holding in top 10: 22 → 36 (+14)
52% more capital invested
Capital invested by funds: $3.69B → $5.62B (+$1.93B)
10% more funds holding
Funds holding: 535 → 587 (+52)
2.4% more ownership
Funds ownership: 67.12% → 69.52% (+2.4%)
11% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 185
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$755M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$47.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$28M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$27.1M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
-$25M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$19.7M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$18M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.55M |
| 5 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$6.49M |
IJJ Hedge Fund Activity: Q1 2021 in Review
587 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2021, worth a combined $5.62B — up 52% from $3.69B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new IJJ positions and 30 closed out — a net gain of 59 holders — while 164 added to existing stakes and 185 trimmed.
The largest buyer was First Command Advisory Services, opening a new position worth an estimated $755M. The largest seller was Natixis Advisors, cutting an estimated $25M.
- 587 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2021, up from 535 in Q4 2020.
- Funds reported $5.62B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2021, up 52% quarter-over-quarter.
- 89 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2021 and 30 closed out, a net change of +59 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2021 was First Command Advisory Services, an estimated $755M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2021 was Natixis Advisors, an estimated $25M sold.
Based on aggregated 13F filings for Q1 2021.