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iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

724 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-4
Holders Change %
-0.55%
% of All Funds
10.5%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
52
Increased
207
Reduced
267
Closed
46
Calls
$473K
Puts
–
Net Calls
+$473K
Net Calls Change
-$248K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$293M
2
Lido Advisors
Lido Advisors
California
$40.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50.5M
5
CFB
Cullen/Frost Bankers
Texas
$81.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$479M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$395M
3
FHC
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
Bank of New York Mellon
New York
$59.5M
5
CIC
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
626
BOK Financial Private Wealth
Colorado
$96.2K – – –
DFA
627
DHJJ Financial Advisors
Illinois
$94.4K – – –
LC
628
Lindbrook Capital
California
$89.4K – – –
RIA
629
Realta Investment Advisors
Delaware
$86.1K +$86.1K +728 New
TAM
630
Townsend Asset Management
North Carolina
$85.8K – – –
AFWM
631
Abich Financial Wealth Management
Virginia
$82.4K +$82.4K +697 New
CHC
632
City Holding Co
West Virginia
$81.6K +$11.8K +100 +17%
BlackRock
633
BlackRock
New York
$80K – – –
ACA
634
Aptus Capital Advisors
Alabama
$79.3K +$78.5K +664 +11,067%
MIA
635
Milestone Investment Advisors
Wisconsin
$79.1K – – –
WPWM
636
Western Pacific Wealth Management
Illinois
$79K +$118 +1 +0.1%
CFFP
637
Center for Financial Planning
Michigan
$78.1K – – –
TIM
638
Tortoise Investment Management
New York
$77.6K – – –
CIAS
639
Capital Investment Advisory Services
North Carolina
$73.7K – – –
PMFA
640
Plante Moran Financial Advisors
Michigan
$73.2K – – –
TFGT
641
TS Financial Group (TSFG)
Illinois
$71K -$59.2K -498 -45%
ITIM
642
Indiana Trust & Investment Management
Indiana
$71K – – –
QC
643
Quent Capital
New York
$71K +$71K +600 New
LFG
644
Larson Financial Group
Missouri
$69.7K – – –
ANBT
645
American National Bank & Trust
Texas
$68.8K – – –
FFWM
646
Future Financial Wealth Management
Ohio
$68.7K +$68.7K +581 New
VWM
647
Venturi Wealth Management
Texas
$65.4K -$103K -868 -61%
OC
648
Oakworth Capital
Alabama
$63.6K -$118 -1 -0.2%
FFA
649
Founders Financial Alliance
North Carolina
$63K +$27.8K +235 +79%
CHA
650
Carmichael Hill & Associates
Maryland
$61.1K -$17.7K -150 -22%
24 25
26
27 28