IJJ icon

iShares S&P Mid-Cap 400 Value ETF

583 hedge funds and large institutions have $5.61B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 164 increasing their positions, 185 reducing their positions, and 30 closing their positions.

Holders
583
Holders Change
+50
Holders Change %
+9.38%
% of All Funds
10.27%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.62%
New
87
Increased
164
Reduced
185
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$806M 7,904,376 +7,904,376 New
Wells Fargo
2
Wells Fargo
California
$589M 5,776,039 -26,589 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$478M 4,690,410 +262,462 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$404M 3,959,533 -79,088 -2%
Bank of America
5
Bank of America
North Carolina
$222M 2,173,471 +115,293 +6%
UBS Group
6
UBS Group
Switzerland
$194M 1,904,233 +37,515 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$123M 1,209,939 -3,598 -0.3%
Financial Engines Advisors
8
Financial Engines Advisors
California
$115M 1,124,479 -206,253 -15%
Ameriprise
9
Ameriprise
Minnesota
$95.5M 920,087 +161,062 +21%
WSFS
10
Wilmington Savings Fund Society
Delaware
$85.4M 838,188 +96,680 +13%
PSUF
11
People's United Financial
Connecticut
$82M 804,494 +188,207 +31%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$79.4M 779,434 -40,585 -5%
Truist Financial
13
Truist Financial
North Carolina
$74.4M 729,423 +265,394 +57%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$73.1M 717,631 -261,628 -27%
DADC
15
D.A. Davidson & Co
Montana
$71M 696,358 +4,810 +0.7%
RJA
16
Raymond James & Associates
Florida
$65.1M 638,753 +97,978 +18%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$61.1M 599,534 +119,177 +25%
Northern Trust
18
Northern Trust
Illinois
$56.1M 550,115 +52,539 +11%
EK
19
Evensky & Katz
Florida
$55.6M 545,591 -65,326 -11%
LPL Financial
20
LPL Financial
California
$51.6M 505,928 +127,606 +34%
BFG
21
Barber Financial Group
Kansas
$50.5M 495,553 +495,553 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$49M 480,790 +127,786 +36%
PP
23
Palladium Partners
Virginia
$43.4M 426,169 +5,436 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$36.2M 355,182 +292,776 +469%
Osaic Holdings
25
Osaic Holdings
Arizona
$35.1M 344,463 +105,418 +44%