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iShares S&P Mid-Cap 400 Value ETF
IJJ

756 hedge funds and large institutions have $5.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 289 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $247K

64% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 42

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

6% more capital invested

Capital invested by funds: $5.04B → $5.34B (+$304M)

3% more funds holding

Funds holding: 736 → 756 (+20)

0.11% less ownership

Funds ownership: 69.21% → 69.11% (-0.11%)

32% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 289

Holders
756
Holders Change
+20
Holders Change %
+2.72%
% of All Funds
10.86%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
69
Increased
196
Reduced
289
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$28M
2
Goldman Sachs
Goldman Sachs
New York
+$9.59M
3
JP Morgan Chase
JP Morgan Chase
New York
+$7.2M
4
PFS
Prospera Financial Services
Texas
+$5.19M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.97M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$60M
2
LWM
Liberty Wealth Management
California
-$46.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$19.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.6M
5
Wells Fargo
Wells Fargo
California
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
MAI Capital Management
Ohio
$43.7M -$247K -2,074 -0.6%
WSFS
27
Wilmington Savings Fund Society
Delaware
$40.9M -$3.59M -30,161 -8%
BF
28
BOK Financial
Oklahoma
$39.9M -$72.4K -609 -0.2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$35.2M -$18.6M -156,624 -35%
Truist Financial
30
Truist Financial
North Carolina
$34.3M -$1.16M -9,731 -3%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$33.2M +$157K +1,322 +0.5%
Creative Planning
32
Creative Planning
Kansas
$29M -$1.26M -10,620 -4%
CC
33
Courier Capital
New York
$28.9M +$936K +7,875 +3%
Cerity Partners
34
Cerity Partners
New York
$28.9M +$627K +5,271 +2%
MFIM
35
Mesirow Financial Investment Management
Illinois
$26.8M -$308K -2,588 -1%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$26.7M -$691K -5,815 -3%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$24.7M +$1.49M +12,544 +7%
WIA
38
World Investment Advisors
California
$22.1M +$100K +843 +0.5%
KeyBank National Association
39
KeyBank National Association
Ohio
$21.8M -$513K -4,317 -2%
AAP
40
Arax Advisory Partners
Colorado
$21.8M -$12.2K -103 -0.1%
Mariner
41
Mariner
Kansas
$21M -$149K -1,256 -0.7%
WAS
42
Wealth Advisory Solutions
Indiana
$20.1M -$174K -1,463 -0.9%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$20M -$594K -4,997 -3%
SFI
44
SPC Financial Inc
Maryland
$19.9M -$638K -5,369 -3%
1IA
45
1834 Investment Advisors
Wisconsin
$19.7M -$2.05M -17,231 -10%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$19.6M -$175K -1,476 -0.9%
EH
47
Equitable Holdings
New York
$18.8M -$528K -4,445 -3%
Corient Private Wealth
48
Corient Private Wealth
Florida
$18.2M -$590K -4,959 -3%
JE
49
JMAC Enterprises
Pennsylvania
$17.5M +$76.2K +641 +0.5%
SFP
50
Sterling Financial Planning
New Jersey
$16.9M +$587K +4,938 +4%
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IJJ Hedge Fund Activity: Q3 2024 in Review

756 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2024, worth a combined $5.34B — up 6% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IJJ positions and 42 closed out — a net gain of 27 holders — while 196 added to existing stakes and 289 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $28M. The largest seller was AssetMark Inc, cutting an estimated $60M.

  • 756 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2024, up from 736 in Q2 2024.
  • Funds reported $5.34B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2024, up 6% quarter-over-quarter.
  • 69 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2024 and 42 closed out, a net change of +27 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $28M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2024 was AssetMark Inc, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2024.