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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
Morgan Stanley
1
Morgan Stanley
New York
$498M +$2.41M +20,278 +0.5%
Wells Fargo
2
Wells Fargo
California
$436M -$17.4M -145,970 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$398M +$944K +7,940 +0.2%
Bank of America
4
Bank of America
North Carolina
$285M -$13.2M -110,690 -5%
UBS Group
5
UBS Group
Switzerland
$238M +$2.31M +19,438 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$222M +$4.87M +40,934 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$168M +$4.97M +41,812 +3%
Ameriprise
8
Ameriprise
Minnesota
$113M -$926K -7,792 -0.8%
DADC
9
D.A. Davidson & Co
Montana
$109M +$1.51M +12,668 +1%
Financial Engines Advisors
10
Financial Engines Advisors
California
$90.5M -$5.77M -48,517 -6%
CFB
11
Cullen/Frost Bankers
Texas
$87.2M +$1.39M +11,728 +2%
Northern Trust
12
Northern Trust
Illinois
$84.4M +$866K +7,281 +1%
RJA
13
Raymond James & Associates
Florida
$82.4M +$932K +7,841 +1%
EK
14
Evensky & Katz
Florida
$79M +$1.79M +15,068 +2%
LPL Financial
15
LPL Financial
California
$74.9M -$385K -3,238 -0.5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$73.8M -$4.08M -34,324 -5%
MWA
17
Midland Wealth Advisors
Illinois
$72.3M +$1.25M +10,486 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$64.3M -$2.07M -17,437 -3%
WJA
19
Willis Johnson & Associates
Texas
$55M +$1.47M +12,328 +3%
GHA
20
GW Henssler & Associates
Georgia
$52.5M +$647K +5,441 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$52.2M -$3.22M -27,101 -6%
JP Morgan Chase
22
JP Morgan Chase
New York
$48.4M +$7.2M +60,576 +18%
Lido Advisors
23
Lido Advisors
California
$46.3M +$1.71M +14,398 +4%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$45M -$482K -4,051 -1%
HighTower Advisors
25
HighTower Advisors
Illinois
$44.9M +$2.79M +23,486 +7%
1
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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.