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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
IP
776
Ignite Planners
California
– -$255K -2,271 Closed
HIM
777
Hanlon Investment Management
New Jersey
– -$251K -2,208 Closed
BCM
778
Beaumont Capital Management
Massachusetts
– -$232K -2,047 Closed
Marshall Wace
779
Marshall Wace
United Kingdom
– -$230K -2,028 Closed
Millennium Management
780
Millennium Management
New York
– -$221K -1,946 Closed
KV
781
Kickstand Ventures
New York
– -$218K -1,921 Closed
EWM
782
Empirical Wealth Management
Washington
– -$209K -1,841 Closed
HF
783
HRT Financial
New York
– -$207K -1,831 Closed
PP
784
PDS Planning
Ohio
– -$204K -1,798 Closed
HSBC Holdings
785
HSBC Holdings
United Kingdom
– -$203K -1,792 Closed
CIA
786
Compass Ion Advisors
Pennsylvania
– -$210K -1,771 Closed
RIA
787
Realta Investment Advisors
Delaware
– -$82.6K -728 Closed
AFWM
788
Abich Financial Wealth Management
Virginia
– -$79.1K -697 Closed
CB
789
Chris Bulman
California
– -$69.7K -614 Closed
FCMT
790
Founders Capital Management (Texas)
Texas
– -$26.3K -232 Closed
OCM
791
Orion Capital Management
California
– -$22.7K -200 Closed
BCWM
792
Bartlett & Co Wealth Management
Ohio
– -$14.6K -129 Closed
RhumbLine Advisers
793
RhumbLine Advisers
Massachusetts
– -$11.3K -100 Closed
NMM
794
Naples Money Management
Florida
– -$8.22K -73 Closed
TSWM
795
Tyler-Stone Wealth Management
Ohio
– -$7.04K -62 Closed
GLR
796
Great Lakes Retirement
Ohio
– -$5.33K -47 Closed
KFS
797
Kelly Financial Services
Massachusetts
– -$4.81K -42 Closed
WWP
798
WR Wealth Planners
Missouri
– -$2.84K -25 Closed
MRCM
799
M&R Capital Management
New Jersey
– -$1.14K -10 Closed
28 29 30 31
32

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.