IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

679 hedge funds and large institutions have $5.72B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.75%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
79
Increased
222
Reduced
213
Closed
48
Calls
$746K
Puts
$208K
Net Calls
+$538K
Net Calls Change
+$538K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$182M
2
BFG
2
Barber Financial Group
Kansas
$77.9M
3
OCM
3
One Capital Management
California
$48.3M
4
AF
4
Allworth Financial
California
$46.8M
5
AAP
5
Arax Advisory Partners
Colorado
$37.3M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$166K
2
LPL Financial
2
LPL Financial
California
$98.3M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$75.7M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$97.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
126
Betterment LLC
New York
$4.54M +$161K +1,464 +4%
ADL
127
Asset Dedication LLC
California
$4.41M +$216K +1,975 +5%
HCA
128
Heck Capital Advisors
Wisconsin
$4.35M +$362K +3,300 +9%
AWM
129
AE Wealth Management
Kansas
$4.27M -$6.61M -60,270 -61%
RWA
130
River Wealth Advisors
Pennsylvania
$4.21M -$44.6K -407 -1%
CAG
131
Csenge Advisory Group
Florida
$4.19M +$610K +5,565 +17%
GSWM
132
Greenup Street Wealth Management
Michigan
$4.18M +$1.21M +11,053 +41%
WAS
133
Wealth Advisory Solutions
Indiana
$4.17M +$4.17M +38,000 New
CCM
134
Coldstream Capital Management
Washington
$4.11M -$1.13M -10,273 -22%
WWM
135
Windsor Wealth Management
Indiana
$4.03M -$5.6M -52,596 -58%
LC
136
LTG Capital
Massachusetts
$4.02M -$75.8K -691 -2%
SFG
137
SNS Financial Group
Minnesota
$3.95M -$97.6K -890 -2%
HWIS
138
Hancock Whitney Investment Services
Louisiana
$3.79M +$292K +2,662 +8%
OFS
139
Oldfather Financial Services
Nebraska
$3.76M +$181K +1,721 +5%
CAM
140
Campion Asset Management
Virginia
$3.68M +$325K +2,966 +10%
MA
141
MUFG Americas
New York
$3.64M +$343K +3,130 +10%
SCM
142
SOL Capital Management
Maryland
$3.64M – – –
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$3.63M +$881K +8,039 +32%
ABC
144
Associated Banc-Corp
Wisconsin
$3.45M -$181K -1,655 -5%
NWM
145
Nauset Wealth Management
Connecticut
$3.43M +$3.43M +31,250 New
E
146
ETFidea
New York
$3.32M +$10.2K +93 +0.3%
FCFS
147
First Command Financial Services
Texas
$3.29M +$27.9K +254 +0.9%
FCB
148
First Command Bank
Texas
$3.29M +$1.02M +9,340 +45%
FP
149
Factorial Partners
New York
$3.28M +$208K +1,900 +7%
Jane Street
150
Jane Street
New York
$3.27M +$2.91M +26,559 +813%
4 5
6
7 8