IJJ icon

iShares S&P Mid-Cap 400 Value ETF

750 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, 195 increasing their positions, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.85%
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
195
Reduced
286
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Shares
Change %
PGA
501
Portland Global Advisors
Maine
$286K -$2.97K -24 -1%
AWM
502
AE Wealth Management
Kansas
$284K -$14.6K -118 -5%
AF
503
Advisornet Financial
Minnesota
$279K -$163K -1,315 -37%
PIMG
504
Patriot Investment Management Group
Tennessee
$278K
GWP
505
Gen-Wealth Partners
Michigan
$277K
WPW
506
Waldron Private Wealth
Pennsylvania
$274K +$2.72K +22 +1%
HFO
507
Heritage Family Offices
Arizona
$274K +$1.73K +14 +0.6%
MSAM
508
Moloney Securities Asset Management
Missouri
$273K +$18.4K +149 +7%
VIA
509
Vickerman Investment Advisors
Washington
$273K -$1.24K -10 -0.5%
FTUS
510
Flow Traders U.S.
New York
$271K -$357K -2,890 -57%
EW
511
Enzi Wealth
Texas
$271K +$271K +2,160 New
CFG
512
Clayton Financial Group
Missouri
$266K -$217K -1,755 -45%
CFG
513
Cosner Financial Group
Colorado
$266K
PFA
514
Petra Financial Advisors
Colorado
$266K
LA
515
LexAurum Advisors
Kansas
$266K
ICM
516
IMS Capital Management
Oregon
$265K
MG
517
Mather Group
Illinois
$265K -$50.8K -411 -16%
RWP
518
RWA Wealth Partners
Massachusetts
$265K +$7.66K +62 +3%
FNBTCON
519
First National Bank & Trust Co of Newtown
Pennsylvania
$265K
EWA
520
EverSource Wealth Advisors
Alabama
$263K -$68.7K -556 -21%
FCB
521
First County Bank
Connecticut
$263K +$263K +2,125 New
HNB
522
Hilltop National Bank
Wyoming
$262K
DAS
523
Dynamic Advisor Solutions
Arizona
$261K -$30.5K -247 -10%
ACM
524
AlphaStar Capital Management
North Carolina
$259K +$6.55K +53 +3%
CBTWT
525
Community Bank & Trust (Waco, Texas)
Texas
$259K