IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$922M
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$23.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$44.5M
4
CFB
4
Cullen/Frost Bankers
Texas
$65.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$391M

Top Sellers

1
SAF
1
Smith Anglin Financial
Texas
$1.44M
2
LPL Financial
2
LPL Financial
California
$73.6M
3
Wells Fargo
3
Wells Fargo
California
$435M
4
Ameriprise
4
Ameriprise
Minnesota
$112M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$66.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$15.3M -$431K -3,780 -3%
Comerica Bank
52
Comerica Bank
Texas
$14.8M -$372K -3,259 -2%
CAL
53
Capital Advisors Ltd
Ohio
$14.6M +$203K +1,780 +1%
SFP
54
Sterling Financial Planning
New Jersey
$14.6M +$247K +2,162 +2%
LFS
55
Lutz Financial Services
Nebraska
$14.6M -$163K -1,427 -1%
M&T Bank
56
M&T Bank
New York
$13.4M -$2.46M -21,576 -15%
TYCC
57
Texas Yale Capital Corp
Florida
$13.1M +$20K +175 +0.2%
GIA
58
GHP Investment Advisors
Colorado
$12.8M -$294K -2,576 -2%
EIP
59
Ellis Investment Partners
Pennsylvania
$12.6M +$80.3K +704 +0.6%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$12.4M +$1.08M +9,475 +10%
BEC
61
Blue Edge Capital
Virginia
$12.3M +$181K +1,584 +1%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$12M -$120K -1,056 -1%
EPP
63
ETF Portfolio Partners
Kansas
$12M +$66.4K +582 +0.6%
KAS
64
Kestra Advisory Services
Texas
$11.4M +$2.17M +19,010 +23%
SPIA
65
Steward Partners Investment Advisory
New York
$11.4M -$455K -3,993 -4%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$11.2M +$42.2K +370 +0.4%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$10.9M -$1.14M -9,962 -9%
FHC
68
First Heartland Consultants
Missouri
$10.5M +$1.46M +12,784 +16%
AMG
69
Asset Management Group
Connecticut
$10.3M +$85.1K +746 +0.8%
FAM
70
Flaharty Asset Management
Florida
$10.3M -$4.79K -42 -0%
AA
71
Alesco Advisors
New York
$10.2M -$15.8M -138,810 -61%
CCWM
72
Cassaday & Co Wealth Management
Virginia
$10.1M +$2.16M +18,933 +27%
NFG
73
Nations Financial Group
Iowa
$9.56M -$798K -7,001 -8%
US Bancorp
74
US Bancorp
Minnesota
$9.38M -$1.15M -10,074 -11%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$9.37M -$815K -7,147 -8%
1 2
3
4 5