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iShares S&P Mid-Cap 400 Value ETF (IJJ) Institutional Ownership

iShares S&P Mid-Cap 400 Value ETF logo
$124.07 +0.96 (+0.78%)
(As of 12/20/2024 05:16 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Number of
Institutional Buyers
(last 12 months)
341
Total
Institutional Inflows
(last 12 months)
$474.78M
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$321.50M
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IJJ Institutional Buying and Selling by Quarter

iShares S&P Mid-Cap 400 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.4,617$570K0.0%-5.6%0.007%
11/27/2024 Franklin Resources Inc.7,273$951K0.0%-3.9%0.011%
11/25/2024 Synovus Financial Corp7,466$923K0.0%+16.7%0.012%
11/25/2024 Wilmington Savings Fund Society FSB330,731$40.89M0.7%-8.4%0.512%
11/25/2024 Broadview Financial Management LLC45,263$5.60M3.8%-0.4%0.070%
11/25/2024 World Investment Advisors LLC177,809$22.06M0.5%+0.5%0.275%
11/25/2024 Sanctuary Advisors LLC27,388$3.65M0.0%-9.5%0.042%
11/19/2024 M&T Bank Corp83,108$10.27M0.0%-8.6%0.129%
11/18/2024 Soltis Investment Advisors LLC31,078$3.84M0.4%+4.3%0.048%
11/18/2024 Rehmann Capital Advisory Group199,776$24.70M1.6%+6.7%0.309%
11/18/2024 TD Private Client Wealth LLC20,228$2.50M0.1%-7.4%0.031%
11/18/2024 Coldstream Capital Management Inc.33,315$4.12M0.1%-0.5%0.052%
11/15/2024 M&T Bank Corp83,108$10.27M0.0%-8.6%0.129%
11/15/2024 Hamilton Capital LLC22,320$2.76M0.2%+32.1%0.035%
11/15/2024 Glass Jacobson Investment Advisors llc30,894$3.82M1.3%-0.7%0.048%
11/15/2024 MML Investors Services LLC51,486$6.37M0.0%-19.1%0.080%
11/15/2024 World Investment Advisors LLC177,809$22.06M0.1%+0.5%0.275%
11/15/2024 EP Wealth Advisors LLC6,675$825K0.0%+2.2%0.010%
11/15/2024 Jane Street Group LLC9,894$1.22M0.0%-69.7%0.015%
11/15/2024 Kovitz Investment Group Partners LLC11,527$1.43M0.0%+14.4%0.018%
11/15/2024 Texas Capital Bank Wealth Management Services Inc6,500$804K0.1%+46.3%0.010%
11/15/2024 Stifel Financial Corp115,112$14.23M0.0%-32.9%0.178%
11/15/2024 IHT Wealth Management LLC5,571$687K0.0%+14.1%0.009%
11/15/2024 HighTower Advisors LLC363,512$44.91M0.1%+6.9%0.562%
11/14/2024 Cobblestone Capital Advisors LLC NY4,444$549K0.0%-4.6%0.007%
11/14/2024 Flow Traders U.S. LLC2,195$271K0.0%-56.8%0.003%
11/14/2024 Atlantic Union Bankshares Corp1,674$207K0.0%N/A0.003%
11/14/2024 Rockefeller Capital Management L.P.215,989$26.70M0.1%-2.6%0.334%
11/14/2024 Teachers Insurance & Annuity Association of America17,524$2.17M3.3%N/A0.027%
11/14/2024 Financial Counselors Inc.32,940$4.07M0.1%-0.4%0.051%
11/14/2024 RPg Family Wealth Advisory LLC300$37K0.0%N/A0.000%
11/14/2024 CreativeOne Wealth LLC5,236$647K0.0%N/A0.008%
11/13/2024 Glenmede Trust Co. NA21,232$2.63M0.0%-0.4%0.033%
11/13/2024 Cadence Bank6,520$806K0.1%N/A0.010%
11/13/2024 FMR LLC3,223,414$398.48M0.0%+0.2%4.986%
11/13/2024 D.A. Davidson & CO.882,125$109.05M0.9%+1.5%1.364%
11/13/2024 Bank of Montreal Can162,470$20.03M0.0%-3.0%0.251%
11/13/2024 Associated Banc Corp60,613$7.49M0.2%+2.3%0.094%
11/13/2024 Hancock Whitney Corp5,009$619K0.0%+62.6%0.008%
11/13/2024 Boston Family Office LLC6,252$773K0.1%-10.9%0.010%
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11/13/2024 Pacific Financial Group Inc.14,359$1.78M1.3%-5.7%0.022%
11/12/2024 Wescott Financial Advisory Group LLC3,175$392K0.0%-4.2%0.005%
11/12/2024 Kingsview Wealth Management LLC19,469$2.41M0.1%-2.9%0.030%
11/12/2024 Cerity Partners LLC233,435$28.86M0.1%+2.3%0.361%
11/12/2024 Alesco Advisors LLC29,708$3.67M0.1%-2.1%0.046%
11/12/2024 Meridian Wealth Management LLC1,872$231K0.0%N/A0.003%
11/12/2024 Nwam LLC12,288$1.52M0.1%N/A0.019%
11/12/2024 Asset Management Group Inc.90,830$11.23M2.0%+0.7%0.140%
11/12/2024 CFS Investment Advisory Services LLC35,298$4.36M0.4%-50.0%0.055%
11/12/2024 First County Bank CT2,125$263K0.1%N/A0.003%
11/12/2024 Thompson Siegel & Walmsley LLC1,919$237K0.0%-70.5%0.003%
11/8/2024 Citizens Financial Group Inc. RI8,187$1.01M0.0%+1.2%0.013%
11/8/2024 Etfidea LLC53,889$6.66M2.1%-1.3%0.083%
11/8/2024 First Horizon Advisors Inc.11,179$1.38M0.0%-3.4%0.017%
11/8/2024 Commerce Bank25,235$3.12M0.0%+14.6%0.039%
11/8/2024 Avior Wealth Management LLC17,305$2.14M0.1%-2.2%0.027%
11/8/2024 PNC Financial Services Group Inc.1,359,539$168.07M0.1%+3.2%2.103%
11/8/2024 Vance Wealth Inc.24,964$3.09M1.2%-5.6%0.039%
11/8/2024 First City Capital Management Inc.1,690$209K0.1%N/A0.003%
11/8/2024 Fifth Third Wealth Advisors LLC26,692$3.30M0.2%+8.8%0.041%
11/7/2024 Prospera Financial Services Inc58,190$7.20M0.2%+300.9%0.090%
11/7/2024 Pathstone Holdings LLC268,795$33.23M0.1%+0.5%0.416%
11/7/2024 MidAtlantic Capital Management Inc.9,902$1.22M0.9%N/A0.015%
11/7/2024 Cassaday & Co Wealth Management LLC86,303$10.67M0.3%-1.2%0.133%
11/7/2024 MAI Capital Management353,151$43.66M0.4%-0.6%0.546%
11/7/2024 AMG National Trust Bank11,423$1.41M0.0%-4.0%0.018%
11/7/2024 Phillips Financial Management LLC12,336$1.53M0.1%-1.9%0.019%
11/7/2024 Thrivent Financial for Lutherans26,054$3.22M0.0%-26.1%0.040%
11/7/2024 Ritter Daniher Financial Advisory LLC DE13,376$1.65M0.5%+1.9%0.021%
11/6/2024 River Street Advisors LLC5,879$727K0.4%+18.8%0.009%
11/6/2024 SRS Capital Advisors Inc.176,527$21.82M1.9%-0.1%0.273%
11/6/2024 Destiny Capital Corp CO2,435$302K0.2%+16.3%0.004%
11/6/2024 KCM Investment Advisors LLC1,940$240K0.0%-18.8%0.003%
11/6/2024 Signature Estate & Investment Advisors LLC13,976$1.73M0.0%-57.4%0.022%
11/6/2024 King Wealth Management Group35,962$4.45M0.7%-5.0%0.056%
11/6/2024 OneDigital Investment Advisors LLC11,969$1.48M0.0%-2.1%0.019%
11/6/2024 Neumann Capital Management LLC26,430$3.27M1.1%-1.3%0.041%
11/6/2024 Oppenheimer & Co. Inc.18,956$2.34M0.0%+3.8%0.029%
11/6/2024 Pinnacle Financial Partners Inc25,209$3.12M0.1%-1.1%0.039%
11/5/2024 Encompass Wealth Advisors LLC3,326$411K0.1%-4.5%0.005%
11/5/2024 Haverford Trust Co2,635$326K0.0%+8.2%0.004%
11/5/2024 First Heartland Consultants Inc.3,754$464K0.0%-17.5%0.006%
11/5/2024 Prime Capital Investment Advisors LLC3,319$410K0.0%-44.6%0.005%
11/5/2024 Ashton Thomas Private Wealth LLC25,131$3.11M0.2%-0.6%0.039%
11/5/2024 Mascoma Wealth Management LLC1,293$160K0.0%-7.2%0.002%
11/5/2024 Harbour Investments Inc.1,787$221K0.0%-14.4%0.003%
11/5/2024 Nations Financial Group Inc. IA ADV83,336$10.30M0.7%+3.3%0.129%
11/4/2024 Sigma Planning Corp22,208$2.75M0.1%-3.8%0.034%
11/2/2024 Houlihan Financial Resource Group Ltd.7,954$983K0.4%N/A0.012%
11/2/2024 Mesirow Financial Investment Management Inc.216,575$26.78M0.5%-1.2%0.335%
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11/1/2024 LTG Capital LLC33,414$4.13M3.4%-1.9%0.052%
11/1/2024 Objective Capital Management LLC7,871$973K0.6%N/A0.012%
11/1/2024 Bridges Investment Management Inc.2,789$345K0.0%-47.5%0.004%
11/1/2024 Assetmark Inc.1,415$175K0.0%-99.7%0.002%
11/1/2024 Holistic Planning LLC4,907$607K0.3%+4.3%0.008%
11/1/2024 SpiderRock Advisors LLC21,545$2.66M0.0%+5.5%0.033%
11/1/2024Equitable Trust Co.3,605$446K0.0%N/A0.006%
10/31/2024 Jmac Enterprises LLC141,400$17.48M2.8%+0.5%0.219%
10/31/2024 Montecito Bank & Trust4,490$555K0.1%-4.3%0.007%
10/31/2024 Cozad Asset Management Inc.8,614$1.07M0.1%-6.5%0.013%
(Data available from 1/1/2016 forward)

IJJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJJ shares?

During the previous two years, 727 institutional investors and hedge funds held shares of iShares S&P Mid-Cap 400 Value ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($434.65M), Morgan Stanley ($415.70M), FMR LLC ($398.48M), Bank of America Corp DE ($245.72M), UBS Group AG ($223.64M), Envestnet Asset Management Inc. ($199.07M), and PNC Financial Services Group Inc. ($168.07M).Learn more on IJJ's institutional investors.

Which institutional investors have been buying iShares S&P Mid-Cap 400 Value ETF stock?

Of the 587 institutional investors that purchased iShares S&P Mid-Cap 400 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($671.01K), Midland Wealth Advisors LLC ($563.68K), Commonwealth Equity Services LLC ($494.29K), International Assets Investment Management LLC ($477.93K), GW Henssler & Associates Ltd. ($427.32K), Liberty Wealth Management LLC ($392.75K), and PNC Financial Services Group Inc. ($369.35K).

How much institutional buying is happening at iShares S&P Mid-Cap 400 Value ETF?

Institutional investors have bought a total of 11,679,799 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

Which iShares S&P Mid-Cap 400 Value ETF major shareholders have been selling company stock?

Of the 430 institutional investors that sold iShares S&P Mid-Cap 400 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($504.73K), UBS Group AG ($482.19K), Commonwealth Equity Services LLC ($425.07K), LPL Financial LLC ($345.69K), Smith Anglin Financial LLC ($279.69K), Raymond James & Associates ($252.84K), and Ameriprise Financial Inc. ($250.72K).

How much institutional selling is happening at iShares S&P Mid-Cap 400 Value ETF?

Institutional investors have sold a total of 8,430,263 shares in the last 24 months. This volume of shares sold represents approximately $909.43M in transactions.


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This page (NYSEARCA:IJJ) was last updated on 12/22/2024 by MarketBeat.com Staff
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