IJJ icon

iShares S&P Mid-Cap 400 Value ETF

661 hedge funds and large institutions have $4.49B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
-14
Holders Change %
-2.07%
% of All Funds
10.54%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
48
Increased
161
Reduced
233
Closed
49
Calls
$283K
Puts
$353K
Net Calls
-$70K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
USB
601
Union Savings Bank
Connecticut
$49.5K
PSB
602
Piscataqua Savings Bank
New Hampshire
$47.8K
LFA
603
Level Financial Advisors
New York
$42K
SC
604
Steph & Co
Wisconsin
$40.4K
FFA
605
Farther Finance Advisors
California
$40.3K +$16.4K +162 +68%
AP
606
Advisors Preferred
Maryland
$39.4K +$1.39K +14 +4%
MFG
607
Mendota Financial Group
Wisconsin
$36.3K
WBC
608
West Branch Capital
Massachusetts
$36.3K
SSWM
609
Sheets Smith Wealth Management
North Carolina
$30.9K +$30.9K +306 New
EWP
610
Elevation Wealth Partners
California
$30.7K
PGAM
611
Princeton Global Asset Management
New Jersey
$30.3K
FFA
612
Founders Financial Alliance
North Carolina
$30.1K -$6.66K -66 -18%
OFG
613
Oxford Financial Group
Indiana
$29.8K -$3.03K -30 -9%
ZB
614
Zions Bancorporation
Utah
$29.3K
CTA
615
Colonial Trust Advisors
South Carolina
$29.2K
CBT
616
Central Bank & Trust
Kentucky
$27.3K
CICI
617
Capital Investment Counsel Inc
North Carolina
$26.8K +$26.8K +266 New
FP
618
Financial Perspectives
Minnesota
$26.4K
FCMT
619
Founders Capital Management (Texas)
Texas
$23.4K
GWSG
620
GPS Wealth Strategies Group
Colorado
$23.3K
PCFFS
621
Pacific Center for Financial Services
California
$22.2K
NSIM
622
North Star Investment Management
Illinois
$21.9K
PCM
623
Perritt Capital Management
Illinois
$20.2K
OCM
624
Orion Capital Management
California
$20.2K +$20.2K +200 New
HH
625
HWG Holdings
Texas
$20K