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iShares S&P Mid-Cap 400 Value ETF
IJJ

736 hedge funds and large institutions have $5.04B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 194 increasing their positions, 263 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

1% more funds holding

Funds holding: 729 → 736 (+7)

0.19% more ownership

Funds ownership: 69.03% → 69.21% (+0.19%)

5% less capital invested

Capital invested by funds: $5.28B → $5.04B (-$240M)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

26% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 263

Holders
736
Holders Change
+7
Holders Change %
+0.96%
% of All Funds
10.63%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
58
Increased
194
Reduced
263
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$57.7M
2
LWM
Liberty Wealth Management
California
+$44.8M
3
WIA
World Investment Advisors
California
+$19.8M
4
CIAS
CFS Investment Advisory Services
New Jersey
+$8.05M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.3M

Top Sellers

Rank Fund Capital Flow
1
DPIM
Duff & Phelps Investment Management
Illinois
-$28.5M
2
Wells Fargo
Wells Fargo
California
-$13.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.8M
4
Goldman Sachs
Goldman Sachs
New York
-$7.36M
5
Bank of America
Bank of America
North Carolina
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
AE Wealth Management
Kansas
$274K -$15.9K -139 -5%
RBC
502
Romano Brothers & Co
Illinois
$274K – – –
CAM
503
Clarity Asset Management
Iowa
$274K +$1.25K +11 +0.5%
FRA
504
Frank Rimerman Advisors
California
$274K – – –
KIA
505
KCM Investment Advisors
California
$271K – – –
Empower Advisory Group
506
Empower Advisory Group
Colorado
$271K -$131K -1,150 -32%
HIMC
507
Heritage Investors Management Corp
Maryland
$270K – – –
BSSFA
508
Baron Silver Stevens Financial Advisors
Florida
$269K – – –
QCM
509
QRG Capital Management
Illinois
$269K -$1.37K -12 -0.5%
CWC
510
Carolinas Wealth Consulting
North Carolina
$268K +$128K +1,119 +90%
DAS
511
Dynamic Advisor Solutions
Arizona
$268K -$61.3K -537 -19%
PTC
512
Private Trust Company
Ohio
$267K – – –
CIC
513
Carnegie Investment Counsel
Ohio
$265K -$1.47M -12,921 -85%
RWM
514
Rockwood Wealth Management
Pennsylvania
$265K – – –
PGA
515
Portland Global Advisors
Maine
$265K – – –
VNA
516
Valley National Advisers
Pennsylvania
$265K -$2.85K -25 -1%
AP
517
Appleton Partners
Massachusetts
$265K +$48.5K +425 +22%
MWM
518
Mattern Wealth Management
Kansas
$262K – – –
ICM
519
IMS Capital Management
Oregon
$256K – – –
SA
520
Sunesis Advisors
Kansas
$256K -$39K -342 -13%
FMWA
521
Forvis Mazars Wealth Advisors
Missouri
$255K +$16.2K +142 +7%
PIMG
522
Patriot Investment Management Group
Tennessee
$255K – – –
IP
523
Ignite Planners
California
$255K +$259K +2,271 New
VIA
524
Vickerman Investment Advisors
Washington
$252K -$1.94K -17 -0.8%
GWP
525
Gen-Wealth Partners
Michigan
$251K – – –
19 20
21
22 23

IJJ Hedge Fund Activity: Q2 2024 in Review

736 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2024, worth a combined $5.04B — down 4.6% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IJJ positions and 41 closed out — a net gain of 17 holders — while 194 added to existing stakes and 263 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $57.7M. The largest seller was Duff & Phelps Investment Management, exiting entirely with an estimated $28.5M sold.

  • 736 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2024, up from 729 in Q1 2024.
  • Funds reported $5.04B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2024, down 4.6% quarter-over-quarter.
  • 58 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2024 and 41 closed out, a net change of +17 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2024 was AssetMark Inc, an estimated $57.7M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2024 was Duff & Phelps Investment Management, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2024.