IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

730 hedge funds and large institutions have $5.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 194 increasing their positions, 262 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.62%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
56
Increased
194
Reduced
262
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$57.4M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$8.02M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.26M
4
ITB
Idaho Trust Bank
Idaho
+$5.62M
5
GCIM
Gunn & Company Investment Management
Florida
+$4.58M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
-$28.5M
2
Wells Fargo
Wells Fargo
California
-$13.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.7M
4
Goldman Sachs
Goldman Sachs
New York
-$7.32M
5
Bank of America
Bank of America
North Carolina
-$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAF
301
Smith Anglin Financial
Texas
$868K -$206K -1,818 -19%
HBW
302
Hazlett, Burt & Watson
West Virginia
$865K +$9.07K +80 +1%
USCWA
303
U.S. Capital Wealth Advisors
Texas
$865K -$81.9K -722 -9%
Franklin Resources
304
Franklin Resources
California
$859K +$136K +1,199 +19%
CWM
305
Connecticut Wealth Management
Connecticut
$845K -$142K -1,252 -14%
CFGA
306
Cambridge Financial Group (Arizona)
Arizona
$843K +$340 +3 +0%
VVP
307
Venture Visionary Partners
Ohio
$841K -$81.3K -716 -9%
AEPWM
308
Atlantic Edge Private Wealth Management
Florida
$824K -$9.08K -80 -1%
NA
309
NewEdge Advisors
Louisiana
$820K -$38K -335 -4%
EWM
310
Evercore Wealth Management
New York
$806K -$56.7K -500 -7%
BFO
311
Boston Family Office
Massachusetts
$796K – – –
MAM
312
Mystic Asset Management
Rhode Island
$794K – – –
MF
313
Meridian Financial
Massachusetts
$791K -$16.8K -148 -2%
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$790K -$171K -1,510 -18%
NCM
315
Narwhal Capital Management
Georgia
$786K – – –
RJT
316
Raymond James Trust
Florida
$775K -$300K -2,647 -28%
GAM
317
Griffin Asset Management
New York
$769K -$59.1K -521 -7%
NRG
318
Nemes Rush Group
Michigan
$768K – – –
FLPIM
319
F.L. Putnam Investment Management
Massachusetts
$763K +$228K +2,006 +43%
MGIA
320
Matthew Goff Investment Advisor
Texas
$755K – – –
MIC
321
Meridian Investment Counsel
California
$754K – – –
EWA
322
EP Wealth Advisors
California
$741K +$11.9K +105 +2%
TSW
323
Thompson Siegel & Walmsley
Virginia
$739K +$739K +6,512 New
BPA
324
Beacon Pointe Advisors
California
$735K -$91.1K -803 -11%
Vanguard Group
325
Vanguard Group
Pennsylvania
$728K +$1.02K +9 +0.1%
11 12
13
14 15