IJJ icon

iShares S&P Mid-Cap 400 Value ETF

661 hedge funds and large institutions have $4.49B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
-14
Holders Change %
-2.07%
% of All Funds
10.54%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
48
Increased
161
Reduced
233
Closed
49
Calls
$283K
Puts
$353K
Net Calls
-$70K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
326
Independence Bank of Kentucky
Kentucky
$588K
DTC
327
Davidson Trust Company
Washington
$581K -$5.55K -55 -0.9%
SF
328
Synovus Financial
Georgia
$565K -$51.5K -510 -8%
SFA
329
Sequoia Financial Advisors
Ohio
$565K +$303 +3 +0.1%
QCG
330
Quadrant Capital Group
Ohio
$563K +$438K +4,342 +352%
MA
331
MONECO Advisors
Connecticut
$561K
CFD
332
Creative Financial Designs
Indiana
$557K +$15.3K +152 +3%
DWM
333
Dakota Wealth Management
Florida
$552K +$552K +5,474 New
PCMC
334
Private Capital Management (Colorado)
Colorado
$551K
NA
335
NewEdge Advisors
Louisiana
$547K +$10.3K +102 +2%
AllianceBernstein
336
AllianceBernstein
Tennessee
$545K -$303 -3 -0.1%
Millennium Management
337
Millennium Management
New York
$541K +$541K +5,358 New
TWP
338
Total Wealth Planning
Ohio
$535K -$18.2K -180 -3%
MAM
339
MMA Asset Management
Pennsylvania
$531K
CA
340
Cambridge Advisors
Nebraska
$525K
AssetMark Inc
341
AssetMark Inc
California
$524K +$508K +5,037 +3,188%
MBT
342
Montecito Bank & Trust
California
$522K -$20.2K -200 -4%
AL
343
Aspiriant LLC
California
$521K -$9.59K -95 -2%
APCM
344
Alaska Permanent Capital Management
Alaska
$517K
UCB
345
United Community Bank
South Carolina
$513K +$513K +5,082 New
CA
346
Cetera Advisors
Colorado
$507K -$4.44K -44 -0.9%
FCAM
347
First Citizens Asset Management
North Carolina
$501K -$5.25K -52 -1%
FA
348
Fiduciary Alliance
South Carolina
$498K +$4.34K +43 +0.9%
WS
349
Wedbush Securities
California
$493K -$3.63K -36 -0.7%
AC
350
AWM Capital
Arizona
$487K -$82K -812 -14%