IJJ icon

iShares S&P Mid-Cap 400 Value ETF

680 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 213 increasing their positions, 246 reducing their positions, and 38 closing their positions.

Holders
680
Holders Change
-6
Holders Change %
-0.87%
% of All Funds
10.89%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.3%
New
54
Increased
213
Reduced
246
Closed
38
Calls
$361K
Puts
$545K
Net Calls
-$184K
Net Calls Change
-$446K
Name Market Value Shares Shares
Change
Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$9.62M 93,588 +18,352 +24%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$9.55M 92,906 +5,190 +6%
AMG
78
Asset Management Group
Connecticut
$9.34M 90,918 -735 -0.8%
NFG
79
Nations Financial Group
Iowa
$9.11M 88,602 -397 -0.4%
HCA
80
Heck Capital Advisors
Wisconsin
$8.63M 83,997 -27,215 -24%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$8.6M 83,647 -2,270 -3%
HFG
82
Heron Financial Group
New York
$7.99M 77,705 -780 -1%
FHB
83
First Hawaiian Bank
Hawaii
$7.81M 75,987 -1,372 -2%
MCCA
84
Mill Creek Capital Advisors
Pennsylvania
$7.75M 75,418 +40 +0.1%
CCWM
85
Cassaday & Co Wealth Management
Virginia
$7.58M 73,719 -20,924 -22%
AWM
86
AE Wealth Management
Kansas
$7.47M 72,654 -12,064 -14%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$7.3M 71,020 +8,634 +14%
GLA
88
Great Lakes Advisors
Illinois
$7.22M 70,288 +653 +0.9%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$7.22M 70,272 -10,965 -13%
Goldman Sachs
90
Goldman Sachs
New York
$6.88M 66,962 +33,431 +100%
OFG
91
Omega Financial Group
California
$6.78M 65,961 +7,092 +12%
MWM
92
Merriman Wealth Management
Washington
$6.73M 65,498 -7,024 -10%
RFM
93
Royal Fund Management
Florida
$6.55M 63,725 -490 -0.8%
CIC
94
Chilton Investment Company
Connecticut
$6.48M 63,073
PAG
95
Private Advisor Group
New Jersey
$6.47M 62,956 +24,856 +65%
AWS
96
Atria Wealth Solutions
New York
$6.22M 60,542 -15,698 -21%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$6.22M 60,538 +2,987 +5%
Betterment LLC
98
Betterment LLC
New York
$6.16M 59,975 +13,012 +28%
PRS
99
Pinkerton Retirement Specialists
Idaho
$6.12M 59,503 -178,462 -75%
LWP
100
LMG Wealth Partners
Louisiana
$5.85M 56,940 +719 +1%