IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

724 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-4
Holders Change %
-0.55%
% of All Funds
10.5%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
52
Increased
207
Reduced
267
Closed
46
Calls
$473K
Puts
–
Net Calls
+$473K
Net Calls Change
-$248K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$293M
2
Lido Advisors
Lido Advisors
California
$40.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50.5M
5
CFB
Cullen/Frost Bankers
Texas
$81.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$479M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$395M
3
FHC
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
Bank of New York Mellon
New York
$59.5M
5
CIC
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
126
Goelzer Investment Management
Indiana
$4.47M -$24.5K -207 -0.5%
CA
127
Centerpoint Advisors
Massachusetts
$4.41M -$142K -1,199 -3%
SC
128
Sierra Capital
Florida
$4.38M +$6.27K +53 +0.1%
BOS
129
Bank of Stockton
California
$4.32M -$83.5K -706 -2%
BFG
130
Bleakley Financial Group
New Jersey
$4.09M -$8.4K -71 -0.2%
SW
131
Simplicity Wealth
New Jersey
$4.09M +$4.09M +34,560 New
BA
132
Brightwater Advisory
Florida
$4.07M -$29.5K -249 -0.7%
LC
133
LTG Capital
Massachusetts
$4.01M -$12.4K -102 -0.3%
CCM
134
Coldstream Capital Management
Washington
$3.99M – – –
SCM
135
SOL Capital Management
Maryland
$3.92M -$124K -1,050 -3%
HWA
136
Heritage Wealth Advisors
Virginia
$3.9M – – –
CWM
137
Cranbrook Wealth Management
Michigan
$3.85M -$62.5K -528 -2%
RWA
138
River Wealth Advisors
Pennsylvania
$3.85M -$107K -901 -3%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$3.84M +$1.26M +10,665 +49%
CAG
140
Csenge Advisory Group
Florida
$3.81M +$196K +1,653 +5%
AA
141
Alesco Advisors
New York
$3.8M -$6.8M -57,492 -64%
FCI
142
Financial Counselors Inc
Kansas
$3.72M +$48.1K +407 +1%
GJIA
143
Glass Jacobson Investment Advisors
Maryland
$3.68M -$2.96K -25 -0.1%
FP
144
Factorial Partners
New York
$3.61M – – –
NF
145
Nikulski Financial
Iowa
$3.59M -$54.6K -462 -1%
AAS
146
Avantax Advisory Services
Texas
$3.53M +$1.41M +11,935 +67%
TRIA
147
Trail Ridge Investment Advisors
Colorado
$3.45M +$202K +1,704 +6%
SPC
148
Sigma Planning Corp
Michigan
$3.4M +$2.1M +17,747 +162%
Betterment LLC
149
Betterment LLC
New York
$3.32M -$5.57M -47,122 -63%
SIA
150
Soltis Investment Advisors
Utah
$3.3M +$121K +1,025 +4%
4 5
6
7 8