iShares S&P Mid-Cap 400 Value ETF
826 hedge funds and large institutions have $5.54B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 230 increasing their positions, 254 reducing their positions, and 26 closing their positions.
331% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 26
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
9% more funds holding
Funds holding: 757 → 826 (+69)
1.5% more ownership
Funds ownership: 68.73% → 70.23% (+1.5%)
4% more capital invested
Capital invested by funds: $5.34B → $5.54B (+$195M)
9% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 254
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$28.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.92M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.58M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
-$22.5M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$21.8M |
| 3 |
Goldman Sachs
New York
|
-$11.3M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$5.31M |
| 5 |
EPP
ETF Portfolio Partners
Leawood,
Kansas
|
-$4.26M |
IJJ Hedge Fund Activity: Q4 2024 in Review
826 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2024, worth a combined $5.54B — up 3.6% from $5.34B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new IJJ positions and 26 closed out — a net gain of 86 holders — while 230 added to existing stakes and 254 trimmed.
The largest buyer was UBS Group, adding an estimated $28.8M. The largest seller was Lido Advisors, cutting an estimated $22.5M.
- 826 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2024, up from 757 in Q3 2024.
- Funds reported $5.54B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2024, up 3.6% quarter-over-quarter.
- 112 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2024 and 26 closed out, a net change of +86 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2024 was UBS Group, an estimated $28.8M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2024 was Lido Advisors, an estimated $22.5M sold.
Based on aggregated 13F filings for Q4 2024.