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iShares S&P Mid-Cap 400 Value ETF
IJJ

756 hedge funds and large institutions have $5.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 289 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $247K

64% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 42

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

6% more capital invested

Capital invested by funds: $5.04B → $5.34B (+$304M)

3% more funds holding

Funds holding: 736 → 756 (+20)

0.11% less ownership

Funds ownership: 69.21% → 69.11% (-0.11%)

32% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 289

Holders
756
Holders Change
+20
Holders Change %
+2.72%
% of All Funds
10.86%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
69
Increased
196
Reduced
289
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$28M
2
Goldman Sachs
Goldman Sachs
New York
+$9.59M
3
JP Morgan Chase
JP Morgan Chase
New York
+$7.2M
4
PFS
Prospera Financial Services
Texas
+$5.19M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.97M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$60M
2
LWM
Liberty Wealth Management
California
-$46.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$19.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.6M
5
Wells Fargo
Wells Fargo
California
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
176
TD Private Client Wealth
New York
$2.5M -$191K -1,607 -7%
AF
177
Allworth Financial
California
$2.48M -$57.3K -482 -2%
HWM
178
HB Wealth Management
Georgia
$2.47M +$33.1K +278 +1%
SFO
179
Stokes Family Office
Louisiana
$2.46M -$19.4K -163 -0.8%
HCA
180
Heck Capital Advisors
Wisconsin
$2.46M +$71.5K +601 +3%
TFF
181
The Family Firm
Maryland
$2.46M +$22.5K +189 +1%
TIA
182
Tiemann Investment Advisors
California
$2.45M -$64.4K -542 -3%
GPA
183
Guidance Point Advisors
Massachusetts
$2.45M +$9.87K +83 +0.4%
AAS
184
Avantax Advisory Services
Texas
$2.42M -$63.6K -535 -3%
KWM
185
Kingsview Wealth Management
Oregon
$2.41M -$68.2K -574 -3%
PPW
186
Presilium Private Wealth
Pennsylvania
$2.35M -$19.3K -162 -0.8%
OC
187
Oppenheimer & Co
New York
$2.34M +$83.5K +702 +4%
DBIA
188
Dumont & Blake Investment Advisors
New Jersey
$2.31M -$2.2M -18,485 -50%
GWMR
189
GC Wealth Management RIA
Massachusetts
$2.26M -$2.38K -20 -0.1%
PRWA
190
Platte River Wealth Advisors
Colorado
$2.22M -$57.7K -485 -3%
TIAAOA
191
Teachers Insurance & Annuity Association of America
New York
$2.17M +$2.08M +17,524 New
SCG
192
Sonata Capital Group
Washington
$2.16M – – –
AWM
193
Avior Wealth Management
Nebraska
$2.14M -$46K -387 -2%
AIP
194
Almanack Investment Partners
Pennsylvania
$2.12M – – –
PB
195
Pinnacle Bancorp
Nebraska
$2.11M -$48.3K -406 -2%
OA
196
Operose Advisors
Wisconsin
$2.06M +$447K +3,760 +29%
SCM
197
Stordahl Capital Management
Colorado
$2.05M +$95.8K +806 +5%
BCG
198
Breakwater Capital Group
New Jersey
$1.98M -$10.3K -87 -0.5%
AFG
199
Allegheny Financial Group
Pennsylvania
$1.97M +$311K +2,617 +20%
William Blair & Company
200
William Blair & Company
Illinois
$1.96M +$3.45K +29 +0.2%
6 7
8
9 10

IJJ Hedge Fund Activity: Q3 2024 in Review

756 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2024, worth a combined $5.34B — up 6% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IJJ positions and 42 closed out — a net gain of 27 holders — while 196 added to existing stakes and 289 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $28M. The largest seller was AssetMark Inc, cutting an estimated $60M.

  • 756 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2024, up from 736 in Q2 2024.
  • Funds reported $5.34B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2024, up 6% quarter-over-quarter.
  • 69 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2024 and 42 closed out, a net change of +27 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $28M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2024 was AssetMark Inc, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2024.