IJJ icon

iShares S&P Mid-Cap 400 Value ETF

729 hedge funds and large institutions have $5.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 193 increasing their positions, 262 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.6%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
56
Increased
193
Reduced
262
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
651
Venturi Wealth Management
Texas
$62.7K
Allspring Global Investments
652
Allspring Global Investments
North Carolina
$62K +$16.4K +145 +36%
FFA
653
Founders Financial Alliance
North Carolina
$61.6K +$1.14K +10 +2%
OC
654
Oakworth Capital
Alabama
$61K
CHA
655
Carmichael Hill & Associates
Maryland
$58.8K +$113 +1 +0.2%
PWA
656
Provenance Wealth Advisors
Florida
$58.5K
RDIA
657
RE Dickinson Investment Advisors
Iowa
$58.4K
PMFA
658
Plante Moran Financial Advisors
Michigan
$57.5K -$12.7K -112 -18%
AAG
659
Armstrong Advisory Group
Massachusetts
$57.4K
Qube Research & Technologies (QRT)
660
Qube Research & Technologies (QRT)
United Kingdom
$56.7K -$47.7K -420 -46%
BFS
661
Burkett Financial Services
South Carolina
$56.1K +$227 +2 +0.4%
USB
662
Union Savings Bank
Connecticut
$55.6K
PSB
663
Piscataqua Savings Bank
New Hampshire
$53.8K
WWM
664
Wolff Wiese Magana
California
$53.3K +$53.3K +470 New
AWM
665
Abound Wealth Management
Tennessee
$53.1K
BIM
666
Breakwater Investment Management
Washington
$52.5K
T
667
Tidemark
California
$52.4K
TCG
668
Transcendent Capital Group
Oklahoma
$46K +$114 +1 +0.2%
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.7K +$43.7K +385 New
CAS
670
Coppell Advisory Solutions
Texas
$43.2K +$43.2K +381 New
MFG
671
Mendota Financial Group
Wisconsin
$40.8K
RP
672
Rice Partnership
Hawaii
$39.9K
CFD
673
Creative Financial Designs
Indiana
$37.7K -$109K -960 -74%
EWP
674
Elevation Wealth Partners
California
$34.5K
PGAM
675
Princeton Global Asset Management
New Jersey
$34K