We are live on ! Find out more
IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

825 hedge funds and large institutions have $5.53B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 228 increasing their positions, 255 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 20 → 24 (+4)

9% more funds holding

Funds holding: 756 → 825 (+69)

1.07% more ownership

Funds ownership: 69.11% → 70.18% (+1.1%)

4% more capital invested

Capital invested by funds: $5.34B → $5.53B (+$191M)

11% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 255

Holders
825
Holders Change
+69
Holders Change %
+9.13%
% of All Funds
10.87%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
112
Increased
228
Reduced
255
Closed
26
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
-$629K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$28.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.3M
3
Ameriprise
Ameriprise
Minnesota
+$8.92M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.58M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.11M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$30.1M
2
Lido Advisors
Lido Advisors
California
-$22.5M
3
WIA
World Investment Advisors
California
-$21.8M
4
Goldman Sachs
Goldman Sachs
New York
-$11.3M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$5.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$508M +$4.28M +33,524 +0.8%
Wells Fargo
2
Wells Fargo
California
$447M +$6.38M +49,939 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$421M +$18.3M +143,077 +4%
Bank of America
4
Bank of America
North Carolina
$293M +$4.59M +35,971 +2%
UBS Group
5
UBS Group
Switzerland
$269M +$28.8M +225,619 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$233M +$8.58M +67,236 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$176M +$6.14M +48,130 +4%
Ameriprise
8
Ameriprise
Minnesota
$123M +$8.92M +69,868 +8%
DADC
9
D.A. Davidson & Co
Montana
$112M +$2.01M +15,739 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$107M +$109M +853,539 New
CFB
11
Cullen/Frost Bankers
Texas
$88.1M -$46.5K -364 -0.1%
Northern Trust
12
Northern Trust
Illinois
$88.1M +$2.82M +22,071 +3%
Financial Engines Advisors
13
Financial Engines Advisors
California
$86.3M -$5.31M -41,563 -6%
LPL Financial
14
LPL Financial
California
$81.7M +$6.21M +48,668 +8%
EK
15
Evensky & Katz
Florida
$79.6M -$303K -2,376 -0.4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$74.7M +$115K +901 +0.2%
MWA
17
Midland Wealth Advisors
Illinois
$72.3M -$751K -5,881 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$65.6M +$589K +4,612 +0.9%
WJA
19
Willis Johnson & Associates
Texas
$56.9M +$1.28M +10,041 +2%
JP Morgan Chase
20
JP Morgan Chase
New York
$53.1M +$4.34M +34,011 +9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$52.2M -$562K -4,401 -1%
GHA
22
GW Henssler & Associates
Georgia
$51.8M -$716K -5,608 -1%
HighTower Advisors
23
HighTower Advisors
Illinois
$48.8M +$3.44M +26,984 +7%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$45.2M -$342K -2,681 -0.7%
MCM
25
MAI Capital Management
Ohio
$44.7M +$614K +4,808 +1%
1
2 3 4 5

IJJ Hedge Fund Activity: Q4 2024 in Review

825 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2024, worth a combined $5.53B — up 3.6% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new IJJ positions and 26 closed out — a net gain of 86 holders — while 228 added to existing stakes and 255 trimmed.

The largest buyer was UBS Group, adding an estimated $28.8M. The largest seller was International Assets Investment Management, cutting an estimated $30.1M.

  • 825 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2024, up from 756 in Q3 2024.
  • Funds reported $5.53B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2024, up 3.6% quarter-over-quarter.
  • 112 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2024 and 26 closed out, a net change of +86 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2024 was UBS Group, an estimated $28.8M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2024 was International Assets Investment Management, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2024.