iShares S&P Mid-Cap 400 Value ETF
646 hedge funds and large institutions have $4.68B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 206
2.49% less ownership
Funds ownership: 69.01% → 66.52% (-2.5%)
5% less funds holding
Funds holding: 681 → 646 (-35)
18% less capital invested
Capital invested by funds: $5.72B → $4.68B (-$1.04B)
23% less funds holding in top 10
Funds holding in top 10: 40 → 31 (-9)
33% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$61.3M |
| 2 |
Cerity Partners
New York
|
+$46.9M |
| 3 |
Bank of New York Mellon
New York
|
+$22.5M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$15M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
-$61.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$41.8M |
| 3 |
AI
Accredited Investors
Edina,
Minnesota
|
-$41.5M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$34.6M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$24.1M |
IJJ Hedge Fund Activity: Q2 2022 in Review
646 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2022, worth a combined $4.68B — down 18% from $5.72B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of IJJ and 48 opened new positions — a net loss of 24 holders — while 206 trimmed existing stakes and 231 added.
The largest buyer was M&T Bank, adding an estimated $61.3M. The largest seller was Natixis Advisors, cutting an estimated $61.9M.
- 646 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2022, down from 681 in Q1 2022.
- Funds reported $4.68B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2022, down 18% quarter-over-quarter.
- 48 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2022 and 72 closed out, a net change of -24 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2022 was M&T Bank, an estimated $61.3M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2022 was Natixis Advisors, an estimated $61.9M sold.
Based on aggregated 13F filings for Q2 2022.