iShares S&P Mid-Cap 400 Value ETF
730 hedge funds and large institutions have $5.28B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 209 increasing their positions, 267 reducing their positions, and 47 closing their positions.
15% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 47
6% more capital invested
Capital invested by funds: $4.98B → $5.28B (+$294M)
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
1.29% more ownership
Funds ownership: 67.74% → 69.03% (+1.3%)
0% less funds holding
Funds holding: 733 → 730 (-3)
22% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 267
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$28.8M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$19.6M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$17.1M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$16.1M |
| 5 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.4M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$9.83M |
| 3 |
Bank of New York Mellon
New York
|
-$9.26M |
| 4 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$7.19M |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
-$6.47M |
IJJ Hedge Fund Activity: Q1 2024 in Review
730 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2024, worth a combined $5.28B — up 5.9% from $4.98B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IJJ positions and 47 closed out — a net gain of 7 holders — while 209 added to existing stakes and 267 trimmed.
The largest buyer was Bank of America, adding an estimated $28.8M. The largest seller was Fidelity Investments, cutting an estimated $10.4M.
- 730 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2024, down from 733 in Q4 2023.
- Funds reported $5.28B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
- 54 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2024 and 47 closed out, a net change of +7 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2024 was Bank of America, an estimated $28.8M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2024 was Fidelity Investments, an estimated $10.4M sold.
Based on aggregated 13F filings for Q1 2024.