IJJ icon

iShares S&P Mid-Cap 400 Value ETF

643 hedge funds and large institutions have $4.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.

Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.87%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.52%
New
47
Increased
231
Reduced
206
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
76
Nations Financial Group
Iowa
$8.43M +$540K +5,720 +7%
MWM
77
Merriman Wealth Management
Washington
$8.33M -$12.7M -134,299 -60%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$8.26M +$39.5K +418 +0.5%
KAS
79
Kestra Advisory Services
Texas
$8.03M -$1.98M -21,014 -20%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$7.92M -$57.3M -606,979 -88%
GSWM
81
Greenup Street Wealth Management
Michigan
$7.88M +$4.28M +45,319 +119%
FHB
82
First Hawaiian Bank
Hawaii
$7.63M -$41.2K -436 -0.5%
PAG
83
Private Advisor Group
New Jersey
$7.56M -$2.77M -29,368 -27%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$7.51M -$389K -4,118 -5%
HFG
85
Heron Financial Group
New York
$7.34M +$263K +2,782 +4%
HAS
86
Holland Advisory Services
Florida
$7.27M -$270K -2,855 -4%
US Bancorp
87
US Bancorp
Minnesota
$6.7M +$285K +3,018 +4%
GLA
88
Great Lakes Advisors
Illinois
$6.63M +$21.4K +227 +0.3%
HCM
89
Hudson Capital Management
New Jersey
$6.14M -$325K -3,440 -5%
OFG
90
Omega Financial Group
California
$6.05M -$22.8K -241 -0.4%
CIC
91
Chilton Investment Company
Connecticut
$5.96M +$24.1K +255 +0.4%
MML Investors Services
92
MML Investors Services
Massachusetts
$5.85M -$84.3K -893 -1%
PFA
93
Pinnacle Family Advisors
Missouri
$5.65M -$554K -5,868 -9%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$5.62M +$2.49M +26,349 +80%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$5.57M -$3.51M -37,225 -39%
GIM
96
Goelzer Investment Management
Indiana
$5.33M +$19.1K +202 +0.4%
Betterment LLC
97
Betterment LLC
New York
$5.32M +$1.41M +14,969 +36%
RFM
98
Royal Fund Management
Florida
$5.21M +$5.21M +55,191 New
RFC
99
Regions Financial Corp
Alabama
$5.15M -$35.3K -374 -0.7%
Members Trust
100
Members Trust
Florida
$5.13M -$397K -4,203 -7%