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 %
LPAM
351
Lodestar Private Asset Management
California
$485K -$2.02K -20 -0.4%
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$481K +$6.16K +61 +1%
PCIA
353
Prime Capital Investment Advisors
Kansas
$481K +$908 +9 +0.2%
FLPIM
354
F.L. Putnam Investment Management
Massachusetts
$479K -$56.1K -556 -10%
BFA
355
Beaumont Financial Advisors
Massachusetts
$476K
RIM
356
Rockbridge Investment Management
New York
$474K
GL
357
Graypoint LLC
New York
$471K
PIA
358
Panoramic Investment Advisors
Colorado
$470K +$470K +4,660 New
CCA
359
Cobblestone Capital Advisors
New York
$470K -$5.05K -50 -1%
CPC
360
Cookson Peirce & Co
Pennsylvania
$468K -$4.03K -40 -0.9%
MWM
361
Meridian Wealth Management
Kentucky
$466K +$126K +1,247 +37%
GRP
362
Global Retirement Partners
California
$465K -$441K -4,491 -49%
FCP
363
Fidelis Capital Partners
Florida
$464K -$33.8K -335 -7%
HW
364
Hancock Whitney
Mississippi
$464K -$287K -2,839 -38%
CSIC
365
Clifford Swan Investment Counsel
California
$463K
BAM
366
Belpointe Asset Management
Nevada
$462K -$1.49M -14,750 -76%
B
367
Bailard
California
$455K
SBWIC
368
Schaper Benz & Wise Investment Counsel
Wisconsin
$454K
BRWA
369
B. Riley Wealth Advisors
Florida
$453K
SIC
370
Sigma Investment Counselors
Michigan
$449K
IA
371
IFG Advisory
Georgia
$447K +$447K +4,432 New
SYBT
372
Stock Yards Bank & Trust
Kentucky
$447K +$18K +178 +4%
KPWS
373
Kestra Private Wealth Services
Texas
$447K +$213K +2,114 +91%
JF
374
JSF Financial
California
$447K -$12M -118,687 -96%
WAP
375
Wealthcare Advisory Partners
Pennsylvania
$441K +$98.1K +972 +29%