iShares S&P Mid-Cap 400 Value ETF
684 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 214 increasing their positions, 248 reducing their positions, and 38 closing their positions.
42% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 38
0.29% less ownership
Funds ownership: 67.4% → 67.11% (-0.29%)
1% less funds holding
Funds holding: 690 → 684 (-6)
5% less capital invested
Capital invested by funds: $5.27B → $5B (-$271M)
14% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 248
34% less call options, than puts
Call options by funds: $361K | Put options by funds: $545K
37% less funds holding in top 10
Funds holding in top 10: 30 → 19 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$71.2M |
| 2 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
+$41.2M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$26.6M |
| 4 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
+$15.1M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$51.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$30.4M |
| 3 |
LPL Financial
San Diego,
California
|
-$24.5M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$24M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.4M |
IJJ Hedge Fund Activity: Q1 2023 in Review
684 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2023, worth a combined $5B — down 5.1% from $5.27B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IJJ positions and 38 closed out — a net gain of 16 holders — while 214 added to existing stakes and 248 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $71.2M. The largest seller was UBS Group, cutting an estimated $51.5M.
- 684 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2023, down from 690 in Q4 2022.
- Funds reported $5B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2023, down 5.1% quarter-over-quarter.
- 54 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2023 and 38 closed out, a net change of +16 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2023 was AssetMark Inc, an estimated $71.2M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2023 was UBS Group, an estimated $51.5M sold.
Based on aggregated 13F filings for Q1 2023.