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iShares S&P Mid-Cap 400 Value ETF
IJJ

756 hedge funds and large institutions have $5.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 289 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $247K

64% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 42

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

6% more capital invested

Capital invested by funds: $5.04B → $5.34B (+$304M)

3% more funds holding

Funds holding: 736 → 756 (+20)

0.11% less ownership

Funds ownership: 69.21% → 69.11% (-0.11%)

32% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 289

Holders
756
Holders Change
+20
Holders Change %
+2.72%
% of All Funds
10.86%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
69
Increased
196
Reduced
289
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$28M
2
Goldman Sachs
Goldman Sachs
New York
+$9.59M
3
JP Morgan Chase
JP Morgan Chase
New York
+$7.2M
4
PFS
Prospera Financial Services
Texas
+$5.19M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.97M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$60M
2
LWM
Liberty Wealth Management
California
-$46.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$19.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.6M
5
Wells Fargo
Wells Fargo
California
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
676
NBT Bank
New York
$64.9K +$62.4K +525 New
CHA
677
Carmichael Hill & Associates
Maryland
$64.3K +$238 +2 +0.4%
PWA
678
Provenance Wealth Advisors
Florida
$63.8K – – –
RDIA
679
RE Dickinson Investment Advisors
Iowa
$63.7K – – –
AAG
680
Armstrong Advisory Group
Massachusetts
$62.6K – – –
BFS
681
Burkett Financial Services
South Carolina
$61.5K +$357 +3 +0.6%
USB
682
Union Savings Bank
Connecticut
$60.6K – – –
PSB
683
Piscataqua Savings Bank
New Hampshire
$58.6K – – –
WWM
684
Wolff Wiese Magana
California
$58.1K – – –
AWM
685
Abound Wealth Management
Tennessee
$57.9K – – –
EB
686
Eastern Bank
Massachusetts
$57.5K +$55.3K +465 New
BIM
687
Breakwater Investment Management
Washington
$57.2K – – –
T
688
Tidemark
California
$57.1K – – –
BlackRock
689
BlackRock
New York
$53.9K -$28.5K -240 -36%
TCG
690
Transcendent Capital Group
Oklahoma
$49K -$1.07K -9 -2%
MFG
691
Mendota Financial Group
Wisconsin
$44.5K – – –
RP
692
Rice Partnership
Hawaii
$43.5K – – –
GI
693
GAMMA Investing
California
$41.8K +$19.5K +164 +94%
S
694
Syntrinsic
Colorado
$41.8K +$40.2K +338 New
CFD
695
Creative Financial Designs
Indiana
$40.8K -$238 -2 -0.6%
EWP
696
Elevation Wealth Partners
California
$37.6K – – –
PGAM
697
Princeton Global Asset Management
New Jersey
$37.1K – – –
CTA
698
Colonial Trust Advisors
South Carolina
$35.7K – – –
W
699
WealthCollab
Washington
$35.1K – – –
CICI
700
Capital Investment Counsel Inc
North Carolina
$32.9K – – –
26 27
28
29 30

IJJ Hedge Fund Activity: Q3 2024 in Review

756 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2024, worth a combined $5.34B — up 6% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IJJ positions and 42 closed out — a net gain of 27 holders — while 196 added to existing stakes and 289 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $28M. The largest seller was AssetMark Inc, cutting an estimated $60M.

  • 756 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2024, up from 736 in Q2 2024.
  • Funds reported $5.34B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2024, up 6% quarter-over-quarter.
  • 69 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2024 and 42 closed out, a net change of +27 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $28M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2024 was AssetMark Inc, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2024.