IJJ icon

iShares S&P Mid-Cap 400 Value ETF

675 hedge funds and large institutions have $4.87B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 236 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
10.65%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
56
Increased
198
Reduced
236
Closed
55
Calls
$1.24M
Puts
Net Calls
+$1.24M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
RB
226
Renasant Bank
Mississippi
$1.54M
CPIG
227
Chicago Partners Investment Group
Illinois
$1.52M +$773 +7 +0.1%
CA
228
Cornerstone Advisory
Maryland
$1.5M
9WM
229
9258 Wealth Management
Ohio
$1.47M -$750 -7 -0.1%
KM
230
Kalos Management
Georgia
$1.45M +$20.8K +194 +1%
JIC
231
Johnson Investment Counsel
Ohio
$1.44M
WT
232
Whittier Trust
California
$1.41M -$509K -4,750 -27%
WANY
233
Wealthspire Advisors (New York)
New York
$1.39M -$55.9K -522 -4%
BFO
234
Boston Family Office
Massachusetts
$1.39M
OC
235
Oppenheimer & Co
New York
$1.36M +$90.2K +842 +7%
BSB
236
Bangor Savings Bank
Maine
$1.34M -$12.5K -117 -0.9%
HC
237
Hamilton Capital
Ohio
$1.33M -$1.04M -9,686 -44%
EDRIA
238
Edmonds Duncan Registered Investment Advisors
Kansas
$1.33M +$23.6K +220 +2%
LSA
239
Lansing Street Advisors
Pennsylvania
$1.33M +$4.39K +41 +0.3%
EWM
240
Evercore Wealth Management
New York
$1.31M
HWM
241
HighMark Wealth Management
Minnesota
$1.31M -$2.9K -27 -0.2%
UCFA
242
United Capital Financial Advisors
Texas
$1.31M -$24.3K -227 -2%
CGA
243
Crescent Grove Advisors
Illinois
$1.3M -$93.7K -875 -7%
FHA
244
First Horizon Advisors
Tennessee
$1.29M -$20.1K -188 -2%
WMWM
245
Whitaker-Myers Wealth Managers
Ohio
$1.29M +$12.4K +116 +1%
WFA
246
Wellspring Financial Advisors
Ohio
$1.28M -$13.3K -124 -1%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$1.27M
Bessemer Group
248
Bessemer Group
New Jersey
$1.27M
ANTB
249
AMG National Trust Bank
Colorado
$1.25M -$119K -1,110 -9%
FPGK
250
Financial Partners Group (Kansas)
Kansas
$1.25M -$338K -3,081 -21%