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iShares S&P Mid-Cap 400 Value ETF
IJJ

736 hedge funds and large institutions have $5.04B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 194 increasing their positions, 263 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

1% more funds holding

Funds holding: 729 → 736 (+7)

0.19% more ownership

Funds ownership: 69.03% → 69.21% (+0.19%)

5% less capital invested

Capital invested by funds: $5.28B → $5.04B (-$240M)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

26% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 263

Holders
736
Holders Change
+7
Holders Change %
+0.96%
% of All Funds
10.63%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
58
Increased
194
Reduced
263
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$57.7M
2
LWM
Liberty Wealth Management
California
+$44.8M
3
WIA
World Investment Advisors
California
+$19.8M
4
CIAS
CFS Investment Advisory Services
New Jersey
+$8.05M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.3M

Top Sellers

Rank Fund Capital Flow
1
DPIM
Duff & Phelps Investment Management
Illinois
-$28.5M
2
Wells Fargo
Wells Fargo
California
-$13.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.8M
4
Goldman Sachs
Goldman Sachs
New York
-$7.36M
5
Bank of America
Bank of America
North Carolina
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
726
Ruedi Wealth Management
Illinois
$6.92K – – –
RMC
727
Resources Management Corp
Connecticut
$6K – – –
GLR
728
Great Lakes Retirement
Ohio
$5.33K +$5.36K +47 New
POIA
729
Pin Oak Investment Advisors
Texas
$5K – – –
HR
730
Howe & Rusling
New York
$4.88K -$2.28K -20 -32%
KFS
731
Kelly Financial Services
Massachusetts
$4.81K – – –
HWA
732
HHM Wealth Advisors
Tennessee
$3.06K – – –
WWP
733
WR Wealth Planners
Missouri
$2.84K – – –
RA
734
Rise Advisors
New York
$2.16K – – –
ME
735
McIlrath & Eck
Washington
$1.93K +$1.94K +17 New
MRCM
736
M&R Capital Management
New Jersey
$1.14K – – –
FHC
737
First Heartland Consultants
Missouri
$516 -$11.6K -102 -2%
RA
738
Ransom Advisory
Rhode Island
$340 – – –
DPIM
739
Duff & Phelps Investment Management
Illinois
– -$28.5M -240,735 Closed
HWA
740
Heritage Wealth Advisors
Virginia
– -$3.9M -37,748 Closed
MSCM
741
McElhenny Sheffield Capital Management
Texas
– -$2.86M -25,544 Closed
LNC
742
Lincoln National Corp
Pennsylvania
– -$2.96M -25,053 Closed
NSB
743
Norway Savings Bank
Maine
– -$2.25M -19,059 Closed
CFS
744
Commonwealth Financial Services
West Virginia
– -$1.89M -16,562 Closed
AI
745
Atria Investments
North Carolina
– -$1.58M -13,327 Closed
BCM
746
Barometer Capital Management
Ontario, Canada
– -$933K -8,400 Closed
HFRG
747
Houlihan Financial Resource Group
Virginia
– -$941K -7,951 Closed
CB
748
Cadence Bank
Mississippi
– -$714K -6,037 Closed
MTC
749
McDaniel Terry & Co
Texas
– -$668K -5,646 Closed
NL
750
NWAM LLC
Washington
– -$627K -5,387 Closed
28 29
30
31 32

IJJ Hedge Fund Activity: Q2 2024 in Review

736 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2024, worth a combined $5.04B — down 4.6% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IJJ positions and 41 closed out — a net gain of 17 holders — while 194 added to existing stakes and 263 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $57.7M. The largest seller was Duff & Phelps Investment Management, exiting entirely with an estimated $28.5M sold.

  • 736 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2024, up from 729 in Q1 2024.
  • Funds reported $5.04B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2024, down 4.6% quarter-over-quarter.
  • 58 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2024 and 41 closed out, a net change of +17 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2024 was AssetMark Inc, an estimated $57.7M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2024 was Duff & Phelps Investment Management, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2024.