iShares S&P Mid-Cap 400 Value ETF
729 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 53 funds opening new positions, 208 increasing their positions, 268 reducing their positions, and 47 closing their positions.
13% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 47
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
1% less funds holding
Funds holding: 733 → 729 (-4)
3% less capital invested
Capital invested by funds: $5.45B → $5.28B (-$167M)
4.98% less ownership
Funds ownership: 74.01% → 69.03% (-5%)
22% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 268
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 |
Morgan Stanley
New York
|
-$454M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.4M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$9.83M |
| 4 |
Bank of New York Mellon
New York
|
-$9.26M |
| 5 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$7.19M |
IJJ Hedge Fund Activity: Q1 2024 in Review
729 of the 6,942 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 — down 3.1% from $5.45B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new IJJ positions and 47 closed out — a net gain of 6 holders — while 208 added to existing stakes and 268 trimmed.
The largest buyer was Bank of America, adding an estimated $28.8M. The largest seller was Morgan Stanley, cutting an estimated $454M.
- 729 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, down 3.1% quarter-over-quarter.
- 53 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2024 and 47 closed out, a net change of +6 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 Morgan Stanley, an estimated $454M sold.
Based on aggregated 13F filings for Q1 2024.