IJJ icon

iShares S&P Mid-Cap 400 Value ETF

659 hedge funds and large institutions have $6.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+53
Holders Change %
+8.75%
% of All Funds
10.18%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.56%
New
107
Increased
216
Reduced
155
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCT
426
Country Club Trust
Missouri
$336K -$15.5K -140 -4%
EVM
427
Eaton Vance Management
Massachusetts
$336K
FWM
428
Frontier Wealth Management
Missouri
$334K -$8.3K -75 -2%
BJL
429
Brighton Jones LLC
Washington
$329K +$67.9K +613 +26%
AHB
430
Abner Herrman & Brock
New Jersey
$326K +$326K +2,946 New
GSC
431
Ground Swell Capital
South Carolina
$323K +$323K +2,919 New
Fisher Asset Management
432
Fisher Asset Management
Washington
$322K +$322K +2,913 New
FFA
433
Freedman Financial Associates
Massachusetts
$321K +$66.4K +600 +26%
PA
434
PSI Advisors
Florida
$320K
CFS
435
CRA Financial Services
New Jersey
$319K -$22.1K -200 -6%
V
436
Veritable
Delaware
$317K
TWP
437
Transparent Wealth Partners
Arkansas
$316K +$316K +2,856 New
FMWA
438
Forvis Mazars Wealth Advisors
Missouri
$313K +$32.2K +291 +11%
ZF
439
Zhang Financial
Michigan
$309K
TI
440
Trexquant Investment
Connecticut
$308K +$308K +2,782 New
KCM
441
Kanawha Capital Management
Virginia
$307K -$2.77K -25 -0.9%
PWM
442
Perigon Wealth Management
California
$302K +$58.5K +528 +24%
HH
443
Hilltop Holdings
Texas
$300K
CST
444
Charles Schwab Trust
Nevada
$299K
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$298K +$298K +2,694 New
DIA
446
Dean Investment Associates
Ohio
$297K +$297K +2,686 New
AMG
447
Advisors Management Group
Wisconsin
$296K
RPCONE
448
Retirement Planning Company of New England
Rhode Island
$296K +$296K +2,680 New
BHWM
449
Bar Harbor Wealth Management
New Hampshire
$295K
FNBTCON
450
First National Bank & Trust Co of Newtown
Pennsylvania
$293K