IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

675 hedge funds and large institutions have $4.87B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 236 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
10.65%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
56
Increased
198
Reduced
236
Closed
55
Calls
$1.24M
Puts
–
Net Calls
+$1.24M
Net Calls Change
+$1.43M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$282M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$56.7M
3
AAP
3
Arax Advisory Partners
Colorado
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M
5
CFB
5
Cullen/Frost Bankers
Texas
$45.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$126M
2
AssetMark Inc
2
AssetMark Inc
California
$16.9K
3
Wells Fargo
3
Wells Fargo
California
$449M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$373M
5
WSFS
5
Wilmington Savings Fund Society
Delaware
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
176
TD Private Client Wealth
New York
$2.55M +$14.4K +134 +0.6%
WTC
177
WhitTier Trust Company
Nevada
$2.49M – – –
OPW
178
Oxler Private Wealth
New York
$2.43M -$1.44M -13,421 -37%
LNC
179
Lincoln National Corp
Pennsylvania
$2.42M +$147K +1,374 +6%
CB
180
Commerce Bank
Missouri
$2.41M – – –
QPWM
181
Quadrant Private Wealth Management
Pennsylvania
$2.39M – – –
PFA
182
Pure Financial Advisors
California
$2.39M -$74.9K -699 -3%
KWM
183
Kingsview Wealth Management
Oregon
$2.37M -$987K -9,211 -29%
AWM
184
Avior Wealth Management
Nebraska
$2.32M -$30.6K -286 -1%
TFF
185
The Family Firm
Maryland
$2.29M +$70.4K +657 +3%
SFO
186
Stokes Family Office
Louisiana
$2.27M -$53K -495 -2%
JWA
187
JFS Wealth Advisors
Pennsylvania
$2.27M +$154K +1,433 +7%
BSW
188
Buckingham Strategic Wealth
Missouri
$2.25M -$50.2K -469 -2%
GT
189
Glenmede Trust
Pennsylvania
$2.2M – – –
WIA
190
World Investment Advisors
California
$2.2M +$83.3K +778 +4%
TIA
191
Tiemann Investment Advisors
California
$2.18M +$96.2K +898 +5%
PRWA
192
Platte River Wealth Advisors
Colorado
$2.13M – – –
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$2.1M -$18.1M -168,563 -90%
GPA
194
Guidance Point Advisors
Massachusetts
$2.08M +$5.68K +53 +0.3%
BAM
195
Belpointe Asset Management
Nevada
$2.07M +$185K +1,723 +10%
SCG
196
Sonata Capital Group
Washington
$2.06M – – –
SWP
197
Stratos Wealth Partners
Ohio
$2.03M +$232K +2,165 +13%
CTC
198
Corundum Trust Company
South Dakota
$2.01M +$2.01M +18,778 New
PFP
199
Pinnacle Financial Partners
Tennessee
$2.01M +$110K +1,029 +6%
William Blair & Company
200
William Blair & Company
Illinois
$2M -$99K -924 -5%
6 7
8
9 10