iShares S&P Mid-Cap 400 Value ETF
757 hedge funds and large institutions have $5.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 197 increasing their positions, 288 reducing their positions, and 42 closing their positions.
340% more call options, than puts
Call options by funds: $1.09M | Put options by funds: $247K
64% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 42
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
6% more capital invested
Capital invested by funds: $5.04B → $5.34B (+$304M)
3% more funds holding
Funds holding: 737 → 757 (+20)
0.12% more ownership
Funds ownership: 68.61% → 68.73% (+0.12%)
32% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 288
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$9.59M |
| 2 |
JP Morgan Chase
New York
|
+$7.2M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$5.19M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.97M |
| 5 |
CWM
Cordatus Wealth Management
Newtown,
Pennsylvania
|
+$4.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$60M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$19.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$17.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$13.2M |
IJJ Hedge Fund Activity: Q3 2024 in Review
757 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2024, worth a combined $5.34B — up 6% from $5.04B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new IJJ positions and 42 closed out — a net gain of 27 holders — while 197 added to existing stakes and 288 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $9.59M. The largest seller was AssetMark Inc, cutting an estimated $60M.
- 757 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2024, up from 737 in Q2 2024.
- Funds reported $5.34B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2024, up 6% quarter-over-quarter.
- 69 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2024 and 42 closed out, a net change of +27 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2024 was Goldman Sachs, an estimated $9.59M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2024 was AssetMark Inc, an estimated $60M sold.
Based on aggregated 13F filings for Q3 2024.