iShares S&P Mid-Cap 400 Value ETF
679 hedge funds and large institutions have $4.88B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 238 reducing their positions, and 55 closing their positions.
21% more funds holding in top 10
Funds holding in top 10: 19 → 23 (+4)
2% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 55
0.16% more ownership
Funds ownership: 67.11% → 67.27% (+0.16%)
1% less funds holding
Funds holding: 684 → 679 (-5)
2% less capital invested
Capital invested by funds: $5B → $4.88B (-$121M)
17% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 238
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$33M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$29.2M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$8.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.95M |
| 5 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$75.6M |
| 2 |
AssetMark Inc
Concord,
California
|
-$67.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$44.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.7M |
| 5 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$25.1M |
IJJ Hedge Fund Activity: Q2 2023 in Review
679 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2023, worth a combined $4.88B — down 2.4% from $5B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new IJJ positions and 55 closed out — a net gain of 1 holder — while 198 added to existing stakes and 238 trimmed.
The largest buyer was Bank of America, adding an estimated $33M. The largest seller was Ameriprise, cutting an estimated $75.6M.
- 679 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2023, down from 684 in Q1 2023.
- Funds reported $4.88B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2023, down 2.4% quarter-over-quarter.
- 56 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2023 and 55 closed out, a net change of +1 holder.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2023 was Bank of America, an estimated $33M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2023 was Ameriprise, an estimated $75.6M sold.
Based on aggregated 13F filings for Q2 2023.