IJJ icon

iShares S&P Mid-Cap 400 Value ETF

728 hedge funds and large institutions have $5.44B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+67
Holders Change %
+10.14%
% of All Funds
10.67%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
107
Increased
207
Reduced
225
Closed
31
Calls
$1.09M
Puts
$365K
Net Calls
+$721K
Net Calls Change
+$791K
Name Holding Trade Value Shares
Change
Shares
Change %
NF
151
Nikulski Financial
Iowa
$3.52M +$1.83K +16 +0.1%
CAG
152
Csenge Advisory Group
Florida
$3.48M +$165K +1,447 +5%
FP
153
Factorial Partners
New York
$3.48M +$137K +1,200 +4%
JWA
154
JFS Wealth Advisors
Pennsylvania
$3.47M +$884K +7,748 +34%
Members Trust
155
Members Trust
Florida
$3.45M -$228K -1,978 -6%
MWM
156
Modera Wealth Management
New Jersey
$3.18M
TRIA
157
Trail Ridge Investment Advisors
Colorado
$3.14M +$12.8K +112 +0.4%
PSCM
158
Per Stirling Capital Management
Texas
$3.12M +$3.12M +27,322 New
TF
159
Trek Financial
Arizona
$3.11M +$3.11M +27,283 New
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$3.1M +$111K +970 +4%
VW
161
Vance Wealth
California
$3.09M -$658K -5,770 -18%
PP
162
Prosperity Planning
Missouri
$3.09M +$9.81K +86 +0.3%
SIA
163
Soltis Investment Advisors
Utah
$3.06M -$186K -1,627 -6%
BWA
164
BlueChip Wealth Advisors
Georgia
$3.03M +$3.03M +26,551 New
LI
165
LVZ Inc
Michigan
$2.95M +$96.5K +846 +3%
NCM
166
Neumann Capital Management
California
$2.95M +$22.8K +200 +0.8%
MSCM
167
McElhenny Sheffield Capital Management
Texas
$2.93M -$63.7K -569 -2%
ATPW
168
Ashton Thomas Private Wealth
Arizona
$2.9M -$77.4K -679 -3%
UB
169
UMB Bank
Missouri
$2.78M -$19.3K -169 -0.7%
SSW
170
Smith Shellnut Wilson
Mississippi
$2.76M -$50.1K -439 -2%
WIA
171
World Investment Advisors
California
$2.73M -$17.8M -156,484 -87%
WTC
172
WhitTier Trust Company
Nevada
$2.67M
AF
173
Allworth Financial
California
$2.67M -$67.7K -594 -2%
CB
174
Commerce Bank
Missouri
$2.57M
BFA
175
Bragg Financial Advisors
North Carolina
$2.56M -$152K -1,337 -6%