IJJ icon

iShares S&P Mid-Cap 400 Value ETF

728 hedge funds and large institutions have $5.44B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+67
Holders Change %
+10.14%
% of All Funds
10.67%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
107
Increased
207
Reduced
225
Closed
31
Calls
$1.09M
Puts
$365K
Net Calls
+$721K
Net Calls Change
+$791K
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
676
Partnership Wealth Management
Maryland
$27.8K +$27.8K +252 New
FCMT
677
Founders Capital Management (Texas)
Texas
$26.5K
GWSG
678
GPS Wealth Strategies Group
Colorado
$26.3K
PCFFS
679
Pacific Center for Financial Services
California
$25.1K
NSIM
680
North Star Investment Management
Illinois
$24.7K
DF
681
Dunhill Financial
United Kingdom
$24.4K +$24.4K +214 New
PA
682
Pineridge Advisors
Missouri
$23.9K +$23.9K +210 New
PCM
683
Perritt Capital Management
Illinois
$22.9K
OCM
684
Orion Capital Management
California
$22.8K
PA
685
PSI Advisors
Florida
$22.7K +$227 +2 +1%
HH
686
HWG Holdings
Texas
$22.6K
OSNBOA
687
Old Second National Bank of Aurora
Illinois
$20.1K
FCA
688
FinTrust Capital Advisors
South Carolina
$19.4K +$7.98K +70 +70%
SWM
689
Sugarloaf Wealth Management
Georgia
$18.9K
RCM
690
Rain Capital Management
Oregon
$17.6K +$114 +1 +0.7%
NCM
691
Northwest Capital Management
Oregon
$17.6K
CBT
692
CoreFirst Bank & Trust
Kansas
$16.8K
SN
693
Sittner & Nelson
Oregon
$15.9K
CIA
694
Cape Investment Advisory
Georgia
$15.5K
NFA
695
Northwest Financial Advisors
Virginia
$15.2K +$15.2K +134 New
CAS
696
Coppell Advisory Solutions
Texas
$15.1K +$15.1K +132 New
SC
697
Steph & Co
Wisconsin
$13.2K -$32.4K -284 -71%
AIC
698
Archer Investment Corporation
Indiana
$13.2K +$114 +1 +0.9%
CWA
699
Core Wealth Advisors
Florida
$12.7K
CTC
700
Central Trust Company
Missouri
$11.9K