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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
GCM
576
Gallacher Capital Management
Colorado
$211K +$11.4K +100 +6%
GC
577
Garde Capital
Washington
$211K -$27.3K -239 -11%
CIA
578
Compass Ion Advisors
Pennsylvania
$210K – – –
EWM
579
Empirical Wealth Management
Washington
$209K +$210K +1,841 New
HF
580
HRT Financial
New York
$207K +$209K +1,831 New
MGW
581
MB Generational Wealth
Washington
$206K – – –
National Bank of Canada
582
National Bank of Canada
Quebec, Canada
$205K +$13K +114 +7%
MW
583
MBL Wealth
North Carolina
$204K -$2.28K -20 -1%
TAM
584
Tocqueville Asset Management
New York
$204K – – –
BFA
585
Buttonwood Financial Advisors
Maryland
$204K – – –
PP
586
PDS Planning
Ohio
$204K +$205K +1,798 New
DWM
587
Dopkins Wealth Management
New York
$204K – – –
HSBC Holdings
588
HSBC Holdings
United Kingdom
$203K +$204K +1,792 New
CFGS
589
Concourse Financial Group Securities
Alabama
$202K +$8.9K +78 +5%
HAS
590
Holland Advisory Services
Florida
$201K -$34.4K -302 -15%
WHG
591
Westwood Holdings Group
Texas
$201K – – –
HGA
592
Hobbs Group Advisors
South Carolina
$191K +$192K +1,684 New
NS
593
NBC Securities
Alabama
$189K -$11.6K -102 -6%
NP
594
NorthRock Partners
Minnesota
$182K – – –
JEST
595
JTC Employer Solutions Trustee
Jersey
$170K – – –
KFI
596
Key Financial Inc
Pennsylvania
$168K – – –
ST
597
Smithfield Trust
Pennsylvania
$161K – – –
JGIA
598
Jackson Grant Investment Advisers
Connecticut
$158K +$684 +6 +0.4%
MWM
599
Mascoma Wealth Management
New Hampshire
$158K – – –
HPC
600
HM Payson & Co
Maine
$155K – – –
22 23
24
25 26

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.