iShares S&P Mid-Cap 400 Value ETF
624 hedge funds and large institutions have $4.35B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 197 increasing their positions, 202 reducing their positions, and 46 closing their positions.
0.95% more ownership
Funds ownership: 66.52% → 67.47% (+0.95%)
2% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 202
3% less funds holding
Funds holding: 646 → 624 (-22)
7% less capital invested
Capital invested by funds: $4.68B → $4.35B (-$337M)
16% less funds holding in top 10
Funds holding in top 10: 31 → 26 (-5)
24% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$25.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.7M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$12.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.7M |
| 5 |
Bank of New York Mellon
New York
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$76.4M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$41.1M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$26.3M |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$20.4M |
| 5 |
JMF
Johnson Midwest Financial
Glidden,
Iowa
|
-$16.3M |
IJJ Hedge Fund Activity: Q3 2022 in Review
624 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2022, worth a combined $4.35B — down 7.2% from $4.68B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of IJJ and 35 opened new positions — a net loss of 11 holders — while 202 trimmed existing stakes and 197 added.
The largest buyer was Arax Advisory Partners, adding an estimated $25.3M. The largest seller was Barber Financial Group, cutting an estimated $76.4M.
- 624 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2022, down from 646 in Q2 2022.
- Funds reported $4.35B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2022, down 7.2% quarter-over-quarter.
- 35 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2022 and 46 closed out, a net change of -11 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2022 was Arax Advisory Partners, an estimated $25.3M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2022 was Barber Financial Group, an estimated $76.4M sold.
Based on aggregated 13F filings for Q3 2022.