IJJ icon

iShares S&P Mid-Cap 400 Value ETF

643 hedge funds and large institutions have $4.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.87%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.52%
New
47
Increased
231
Reduced
206
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
651
Avidian Wealth Enterprises
Texas
-$2.11M -19,219 Closed
CF
652
Centaurus Financial
California
-$1.9M -17,300 Closed
Citadel Advisors
653
Citadel Advisors
Florida
-$1.54M -14,027 Closed
KIC
654
Kensington Investment Counsel
California
-$1.08M -9,843 Closed
PPW
655
Parcion Private Wealth
Washington
-$625K -5,702 Closed
Renaissance Technologies
656
Renaissance Technologies
New York
-$614K -5,600 Closed
OPWM
657
Oxinas Partners Wealth Management
Indiana
-$567K -5,170 Closed
RWA
658
Redhawk Wealth Advisors
Minnesota
-$500K -4,557 Closed
YIH
659
Y-Intercept (HK)
Hong Kong
-$452K -4,126 Closed
RhumbLine Advisers
660
RhumbLine Advisers
Massachusetts
-$428K -3,900 Closed
EVM
661
Eaton Vance Management
Massachusetts
-$402K -3,673 Closed
CSPIA
662
Cary Street Partners Investment Advisory
Virginia
-$365K -3,329 Closed
BRWM
663
B. Riley Wealth Management
Tennessee
-$341K -3,113 Closed
FFA
664
Freedman Financial Associates
Massachusetts
-$340K -3,100 Closed
NEWAS
665
N.E.W. Advisory Services
Wisconsin
-$307K -3,020 Closed
OCM
666
Orser Capital Management
Texas
-$322K -2,935 Closed
OCM
667
Objective Capital Management
Ohio
-$308K -2,809 Closed
WA
668
WESPAC Advisors
California
-$287K -2,620 Closed
ACA
669
Ascension Capital Advisors
Texas
-$280K -2,554 Closed
Neuberger Berman Group
670
Neuberger Berman Group
New York
-$278K -2,538 Closed
ONB
671
Old National Bancorp
Indiana
-$267K -2,434 Closed
AF
672
Alerus Financial
North Dakota
-$265K -2,418 Closed
SG
673
Strid Group
Pennsylvania
-$257K -2,344 Closed
TCA
674
Transcend Capital Advisors
New Jersey
-$248K -2,260 Closed
PP
675
Pegasus Partners
Wisconsin
-$241K -2,202 Closed