IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$922M
2
MWA
2
Midland Wealth Advisors
Illinois
$64.3M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$29M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$23.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$44.5M

Top Sellers

1
SAF
1
Smith Anglin Financial
Texas
$1.44M
2
LPL Financial
2
LPL Financial
California
$73.6M
3
Wells Fargo
3
Wells Fargo
California
$435M
4
Ameriprise
4
Ameriprise
Minnesota
$112M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$66.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$922M 8,084,916 +3,966,187 +96%
Wells Fargo
2
Wells Fargo
California
$435M 3,811,367 -196,261 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$391M 3,428,215 +78,437 +2%
Bank of America
4
Bank of America
North Carolina
$253M 2,217,467 -56,005 -2%
UBS Group
5
UBS Group
Switzerland
$224M 1,961,097 +49,491 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$194M 1,699,815 -12,418 -0.7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$148M 1,297,771 -68,030 -5%
Ameriprise
8
Ameriprise
Minnesota
$112M 980,580 -159,862 -14%
DADC
9
D.A. Davidson & Co
Montana
$97.7M 857,147 -17,852 -2%
Financial Engines Advisors
10
Financial Engines Advisors
California
$90.4M 792,931 -4,748 -0.6%
RJA
11
Raymond James & Associates
Florida
$80.5M 705,723 +5,400 +0.8%
Northern Trust
12
Northern Trust
Illinois
$75.9M 665,401 +2,237 +0.3%
LPL Financial
13
LPL Financial
California
$73.6M 645,062 -209,285 -24%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$69.6M 610,556 +19,498 +3%
EK
15
Evensky & Katz
Florida
$68.2M 598,091 +16,819 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$66.7M 585,226 -157,082 -21%
CFB
17
Cullen/Frost Bankers
Texas
$65.3M 572,197 +82,868 +17%
MWA
18
Midland Wealth Advisors
Illinois
$64.3M 563,684 +563,684 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$54.6M 478,942 +8,693 +2%
WJA
20
Willis Johnson & Associates
Texas
$46.5M 407,738 +11,334 +3%
GHA
21
GW Henssler & Associates
Georgia
$45.6M 400,020 -2,806 -0.7%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$44.5M 390,535 +87,400 +29%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$41.5M 364,059 +6,042 +2%
MCM
24
MAI Capital Management
Ohio
$39.9M 349,926 -3,082 -0.9%
BF
25
BOK Financial
Oklahoma
$38.1M 333,656 -1,135 -0.3%
1
2 3 4 5