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 %
FAIM
201
Financial Advocates Investment Management
Washington
$1.97M +$138K +1,209 +8%
HWM
202
HB Wealth Management
Georgia
$1.96M +$6.84K +60 +0.4%
AIP
203
Almanack Investment Partners
Pennsylvania
$1.96M
SCM
204
Stordahl Capital Management
Colorado
$1.95M -$1.83K -16 -0.1%
William Blair & Company
205
William Blair & Company
Illinois
$1.94M -$147K -1,288 -7%
CFS
206
Commonwealth Financial Services
West Virginia
$1.89M +$1.89M +16,562 New
WI
207
Wintrust Investments
Illinois
$1.89M +$137K +1,202 +8%
SWA
208
SOA Wealth Advisors
New York
$1.89M +$152K +1,336 +9%
PPC
209
Park Place Capital
Alabama
$1.88M -$41.3K -362 -2%
OWM
210
Opes Wealth Management
California
$1.86M -$116K -1,015 -6%
WMWM
211
Whitaker-Myers Wealth Managers
Ohio
$1.83M +$251K +2,197 +16%
RFM
212
Royal Fund Management
Florida
$1.82M +$198K +1,728 +12%
AT
213
American Trust
Kentucky
$1.79M +$16.3K +143 +0.9%
CA
214
Clearstead Advisors
Ohio
$1.78M -$605K -5,309 -25%
MMA
215
Miracle Mile Advisors
California
$1.77M -$572K -5,018 -24%
GWMR
216
GC Wealth Management RIA
Massachusetts
$1.76M +$1.76M +15,433 New
PFG
217
Pacific Financial Group
Washington
$1.76M +$29K +254 +2%
JIC
218
Johnson Investment Counsel
Ohio
$1.75M +$215K +1,886 +14%
BCG
219
Breakwater Capital Group
New Jersey
$1.73M -$113K -1,009 -6%
SWP
220
Stratos Wealth Partners
Ohio
$1.68M -$109K -954 -6%
NPFS
221
Novak & Powell Financial Services
Florida
$1.68M +$1.68M +14,690 New
SWM
222
StoneCrest Wealth Management
Arizona
$1.67M +$1.67M +14,656 New
FPIS
223
Financial Planning & Information Services
Wisconsin
$1.65M -$75K -658 -4%
EC
224
Estate Counselors
Wisconsin
$1.64M +$1.64M +14,405 New
9WM
225
9258 Wealth Management
Ohio
$1.63M +$42.7K +374 +3%