IJJ icon

iShares S&P Mid-Cap 400 Value ETF

662 hedge funds and large institutions have $4.49B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

8% less capital invested

Capital invested by funds: $4.88B → $4.49B (-$386M)

20% less call options, than puts

Call options by funds: $283K | Put options by funds: $353K

31% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 234

Holders
662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$283K
Puts
$353K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$416M
2
$404M
3
$338M
4
$229M
5
$193M
6
$173M
7
$138M
8
$115M
9
$88.3M
10
$86.2M
11
$81M
12
$74.9M
13
$70.7M
14
$66.9M
15
$59.7M
16
$58.7M
17
$49.4M
18
$47.5M
19
$43.7M
20
$40.7M
21
$40M
22
$36.1M
23
$35.6M
24
$33.5M
25
$32.9M