IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

686 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 222 increasing their positions, 203 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+64
Holders Change %
+10.29%
% of All Funds
11.07%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
109
Increased
222
Reduced
203
Closed
34
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
+$10K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$30M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$24M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M
4
Ameriprise
Ameriprise
Minnesota
+$21.6M
5
WIA
World Investment Advisors
California
+$19.9M

Top Sellers

1
HC
Hamilton Capital
Ohio
-$127M
2
AWA
Arete Wealth Advisors
Illinois
-$35.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.98M
5
HAS
Holland Advisory Services
Florida
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
251
HMS Capital Management
Tennessee
$1.21M +$361K +3,585 +43%
PFS
252
Prospera Financial Services
Texas
$1.21M +$26.6K +264 +2%
EDRIA
253
Edmonds Duncan Registered Investment Advisors
Kansas
$1.19M +$54.4K +540 +5%
Bessemer Group
254
Bessemer Group
New Jersey
$1.19M – – –
AMCA
255
Arthur M. Cohen & Associates
Illinois
$1.14M +$101 +1 +0%
CA
256
CoreCap Advisors
Michigan
$1.14M +$704K +6,980 +161%
RJT
257
Raymond James Trust
Florida
$1.13M +$7.97K +79 +0.7%
TL
258
Tradewinds LLC
North Carolina
$1.13M +$1.13M +2,934 New
AFC
259
AFT Forsyth & Company
Florida
$1.12M -$28.7K -285 -3%
VA
260
Valmark Advisers
Ohio
$1.11M +$141K +1,399 +15%
AL
261
ACAS LLC
California
$1.1M +$1.1M +10,926 New
SQA
262
Simon Quick Advisors
New Jersey
$1.1M -$40.3K -400 -4%
BWCS
263
Beirne Wealth Consulting Services
Connecticut
$1.09M +$504 +5 +0%
OIA
264
OneDigital Investment Advisors
Kansas
$1.09M +$98.5K +977 +10%
WP
265
WealthShield Partners
North Carolina
$1.09M -$6.25K -62 -0.6%
WA
266
Waverly Advisors
Alabama
$1.09M -$6.55K -65 -0.6%
TPSF
267
Texas Permanent School Fund
Texas
$1.07M – – –
OC
268
Oppenheimer & Co
New York
$1.05M +$193K +1,918 +23%
WMWM
269
Whitaker-Myers Wealth Managers
Ohio
$1.04M +$1.04M +10,273 New
AIP
270
Ameritas Investment Partners
Nebraska
$1.03M +$90.2K +895 +10%
VC
271
Vicus Capital
Pennsylvania
$1.03M +$463K +4,598 +81%
AFG
272
Allegheny Financial Group
Pennsylvania
$1.01M +$29.2K +290 +3%
PFA
273
Professional Financial Advisors
Nebraska
$1.01M +$1.01M +9,983 New
FWP
274
FAS Wealth Partners
Kansas
$998K +$28.3K +281 +3%
IA
275
IFP Advisors
Florida
$983K -$180K -1,405 -15%
9 10
11
12 13