IJJ icon

iShares S&P Mid-Cap 400 Value ETF

643 hedge funds and large institutions have $4.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.87%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.52%
New
47
Increased
231
Reduced
206
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
326
Outlook Wealth Advisors
Texas
$557K -$42K -444 -7%
KFAA
327
Klaas Financial Asset Advisors
Illinois
$556K -$118K -1,246 -17%
IBOK
328
Independence Bank of Kentucky
Kentucky
$550K
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$544K -$393K -4,164 -42%
BJL
330
Brighton Jones LLC
Washington
$535K +$207K +2,188 +63%
BRWA
331
B. Riley Wealth Advisors
Florida
$528K -$62.6K -662 -11%
SFA
332
Sequoia Financial Advisors
Ohio
$523K
EWA
333
EP Wealth Advisors
California
$520K -$94K -995 -15%
GAM
334
Griffin Asset Management
New York
$515K -$1.04K -11 -0.2%
CA
335
Cambridge Advisors
Nebraska
$504K
BPA
336
Beacon Pointe Advisors
California
$504K +$42.4K +448 +9%
CFO
337
Collective Family Office
Pennsylvania
$502K +$113K +1,200 +29%
VFA
338
Valeo Financial Advisors
Indiana
$498K -$9.44K -100 -2%
FLPIM
339
F.L. Putnam Investment Management
Massachusetts
$498K +$52.6K +557 +12%
MAM
340
MMA Asset Management
Pennsylvania
$497K
EWM
341
EPG Wealth Management
Georgia
$496K -$2.83K -30 -0.6%
WANY
342
Wealthspire Advisors (New York)
New York
$490K +$8.3K +88 +2%
CFD
343
Creative Financial Designs
Indiana
$486K +$23.7K +251 +5%
GIA
344
Gladstone Institutional Advisory
Florida
$483K -$69.1K -732 -13%
RA
345
Rodgers & Associates
Pennsylvania
$476K +$2.36K +25 +0.5%
CCA
346
Cobblestone Capital Advisors
New York
$475K
NA
347
NewEdge Advisors
Louisiana
$473K +$473K +5,013 New
AL
348
Aspiriant LLC
California
$469K -$4.34K -46 -0.9%
B
349
Bailard
California
$465K
CA
350
Clearstead Advisors
Ohio
$460K +$26.8K +284 +6%