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.

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 Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$32.8M 347,007 -29,542 -8%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$32.7M 345,978 +6,281 +2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$30.2M 319,616 -20,990 -6%
EH
29
Equitable Holdings
New York
$29.2M 309,315 -14,034 -4%
AA
30
Alesco Advisors
New York
$29M 307,380 -11,477 -4%
MCM
31
MAI Capital Management
Ohio
$28.5M 302,085 +4,802 +2%
1IA
32
1834 Investment Advisors
Wisconsin
$27.4M 290,309 +4,756 +2%
RCA
33
Rex Capital Advisors
Rhode Island
$24.8M 262,196 +2,406 +0.9%
AF
34
Allworth Financial
California
$22.4M 237,336 -189,550 -44%
DPIM
35
Duff & Phelps Investment Management
Illinois
$22.2M 234,860 +500 +0.2%
PRS
36
Pinkerton Retirement Specialists
Idaho
$20.4M 216,107 +16,459 +8%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$20.3M 214,774 -9,319 -4%
KeyBank National Association
38
KeyBank National Association
Ohio
$19.8M 209,276 -1,250 -0.6%
Creative Planning
39
Creative Planning
Kansas
$19.5M 206,559 +147,054 +247%
CFB
40
Cullen/Frost Bankers
Texas
$19.4M 205,293 +24,670 +14%
OCM
41
One Capital Management
California
$19.3M 204,412 -236,451 -54%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$19M 201,715 +47,679 +31%
M&T Bank
43
M&T Bank
New York
$18.9M 662,180 +601,076 +984%
SL
44
Salomon & Ludwin
Virginia
$17.2M 182,467 -4,058 -2%
SAF
45
Smith Anglin Financial
Texas
$16.6M 176,027 +4,619 +3%
FMC
46
First Merchants Corp
Indiana
$15.9M 168,340 -3,981 -2%
FAM
47
Flaharty Asset Management
Florida
$15.6M 165,035 -12,951 -7%
JMF
48
Johnson Midwest Financial
Iowa
$15.5M 164,184 +17,634 +12%
SFI
49
SPC Financial Inc
Maryland
$15M 158,801 -2,385 -1%
Stifel Financial
50
Stifel Financial
Missouri
$15M 158,676 -31,882 -17%