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 %
RP
751
Riverwater Partners
Wisconsin
-$259K -2,190 Closed
LWM
752
Lyell Wealth Management
California
-$244K -2,065 Closed
ECG
753
Edge Capital Group
Georgia
-$214K -1,807 Closed
RWP
754
Revolve Wealth Partners
New Jersey
-$213K -1,804 Closed
ARC
755
Advisor Resource Council
Texas
-$200K -1,752 Closed
MAS
756
Madden Advisory Services
Florida
-$207K -1,750 Closed
HWA
757
HCR Wealth Advisors
California
-$206K -1,737 Closed
SF
758
SWP Financial
California
-$204K -1,728 Closed
KIG
759
Kowal Investment Group
Wisconsin
-$200K -1,692 Closed
WIC
760
Woodmont Investment Counsel
Tennessee
-$188K -1,585 Closed
FFWM
761
Future Financial Wealth Management
Ohio
-$68.7K -581 Closed
PCM
762
Palouse Capital Management
Washington
-$28.9K -244 Closed
CBT
763
CoreFirst Bank & Trust
Kansas
-$17.4K -147 Closed
NFSG
764
Newbridge Financial Services Group
Florida
-$12.2K -103 Closed
BHWM
765
Beaird Harris Wealth Management
Texas
-$9.94K -84 Closed
CWA
766
Core Wealth Advisors
Florida
-$7.1K -60 Closed
HT
767
Headlands Technologies
Illinois
-$4.61K -39 Closed
FGA
768
Fortis Group Advisors
New Jersey
-$4.5K -38 Closed
First Manhattan
769
First Manhattan
New York
-$3.08K -26 Closed
MAWCM
770
Mine & Arao Wealth Creation & Management
California
-$2.13K -18 Closed
GI
771
Gradient Investments
Minnesota
-$19