IJJ icon

iShares S&P Mid-Cap 400 Value ETF

729 hedge funds and large institutions have $5.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 193 increasing their positions, 262 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.6%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
56
Increased
193
Reduced
262
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
151
Soltis Investment Advisors
Utah
$3.38M +$216K +1,906 +7%
MWM
152
Modera Wealth Management
New Jersey
$3.37M +$214K +1,890 +7%
Citadel Advisors
153
Citadel Advisors
Florida
$3.3M +$1.79M +15,748 +118%
TRIA
154
Trail Ridge Investment Advisors
Colorado
$3.25M -$65.4K -576 -2%
MA
155
Mutual Advisors
Nebraska
$3.09M +$47.1K +389 +2%
Members Trust
156
Members Trust
Florida
$3.09M -$70.7K -623 -2%
NCM
157
Neumann Capital Management
California
$3.04M +$108K +950 +4%
SFG
158
SNS Financial Group
Minnesota
$3.01M -$117K -1,033 -4%
VW
159
Vance Wealth
California
$3M -$2.16K -19 -0.1%
PP
160
Prosperity Planning
Missouri
$3M -$69.7K -614 -2%
PFP
161
Pinnacle Financial Partners
Tennessee
$2.89M +$255K +2,248 +10%
ATPW
162
Ashton Thomas Private Wealth
Arizona
$2.87M -$31.8K -280 -1%
SIS
163
Sound Income Strategies
Florida
$2.83M +$627K +5,527 +28%
DI
164
DDFG Inc
California
$2.78M -$8.28K -73 -0.3%
FTWA
165
Fifth Third Wealth Advisors
Ohio
$2.78M +$84.2K +742 +3%
Betterment LLC
166
Betterment LLC
New York
$2.74M -$443K -3,909 -14%
WTC
167
WhitTier Trust Company
Nevada
$2.66M
LI
168
LVZ Inc
Michigan
$2.65M +$36.1K +318 +1%
SSW
169
Smith Shellnut Wilson
Mississippi
$2.64M -$26.1K -230 -1%
UB
170
UMB Bank
Missouri
$2.64M -$40.1K -353 -1%
First Trust Advisors
171
First Trust Advisors
Illinois
$2.62M +$57K +502 +2%
SPC
172
Sigma Planning Corp
Michigan
$2.62M -$638K -5,620 -20%
GS
173
GTS Securities
New York
$2.59M +$2.59M +22,790 New
QPWM
174
Quadrant Private Wealth Management
Pennsylvania
$2.53M -$8.85K -78 -0.3%
CB
175
Commerce Bank
Missouri
$2.5M -$5.33K -47 -0.2%