IJJ icon

iShares S&P Mid-Cap 400 Value ETF

468 hedge funds and large institutions have $4B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 28 closing their positions.

Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.28%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
34
Increased
143
Reduced
142
Closed
28
Calls
$306K
Puts
$16K
Net Calls
+$290K
Net Calls Change
+$17K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1B 6,256,798 -632,749 -9%
Morgan Stanley
2
Morgan Stanley
New York
$281M 1,757,758 -9,876 -0.6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$177M 1,106,942 +32,044 +3%
Bank of America
4
Bank of America
North Carolina
$168M 1,052,632 +35,451 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$149M 933,504 -17,837 -2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$115M 718,192 +5,058 +0.7%
Stifel Financial
7
Stifel Financial
Missouri
$103M 643,970 +71,766 +13%
UBS Group
8
UBS Group
Switzerland
$103M 642,064 -24,892 -4%
Natixis Advisors
9
Natixis Advisors
Massachusetts
$86.5M 540,988 +18,782 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$86.1M 538,290 +29,074 +6%
Northern Trust
11
Northern Trust
Illinois
$52.7M 329,429 +544 +0.2%
Ameriprise
12
Ameriprise
Minnesota
$52.4M 327,634 -6,933 -2%
RJA
13
Raymond James & Associates
Florida
$52.3M 326,839 -18,855 -5%
AA
14
Alesco Advisors
New York
$51.6M 322,711 +25,410 +9%
EK
15
Evensky & Katz
Florida
$50.5M 315,549 +2,830 +0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$43.4M 271,679 +8,274 +3%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$42.7M 267,016 +12,591 +5%
LPL Financial
18
LPL Financial
California
$42.3M 264,483 -8,378 -3%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$39.1M 244,279 +45,638 +23%
PP
20
Palladium Partners
Virginia
$36.6M 218,553 +567 +0.3%
DADC
21
D.A. Davidson & Co
Montana
$33.8M 211,628 +1,139 +0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$33.8M 211,476 -802 -0.4%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$33.1M 206,845 +4,674 +2%
Truist Financial
24
Truist Financial
North Carolina
$32.9M 205,608 +14,074 +7%
Axa
25
Axa
France
$30.9M 193,121