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

iShares S&P Mid-Cap 400 Value ETF logo
$121.13 -0.66 (-0.54%)
As of 04:10 PM Eastern
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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)
391
Total
Institutional Inflows
(last 12 months)
$716.32M
Number of
Institutional Sellers
(last 12 months)
324
Total
Institutional Outflows
(last 12 months)
$322.33M
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IJJ Institutional Buying and Selling by Quarter

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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
3/19/2025M1 Capital Management LLC26,885$3.36M1.8%N/A0.039%
3/18/2025Objective Capital Management LLC7,299$912K0.6%-7.3%0.011%
3/17/2025 Wealth Enhancement Advisory Services LLC110,845$13.85M0.0%+14.8%0.162%
3/17/2025 NorthCrest Asset Manangement LLC38,628$4.83M0.1%-3.4%0.057%
3/4/2025 Smith Shellnut Wilson LLC ADV23,588$2.95M1.3%+1.4%0.036%
2/28/2025 Menard Financial Group LLC1,456$182K0.1%N/A0.002%
2/25/2025 Heck Capital Advisors LLC33,484$4.18M0.3%N/A0.052%
2/25/2025 B. Riley Wealth Advisors Inc.3,777$472K0.0%-18.2%0.006%
2/22/2025 American Trust13,155$1.64M0.1%+41.0%0.020%
2/21/2025 AlphaCore Capital LLC11,819$1.48M0.3%+985.3%0.018%
2/18/2025 GTS Securities LLC18,367$2.30M0.1%N/A0.028%
2/18/2025 Connecticut Wealth Management LLC6,594$824K0.0%-5.3%0.010%
2/18/2025 Orion Capital Management LLC200$25K0.0%N/A0.000%
2/18/2025 Novem Group36,704$4.59M0.7%N/A0.057%
2/18/2025 Focus Partners Advisor Solutions LLC5,983$748K0.0%+20.0%0.009%
2/18/2025 First Heartland Consultants Inc.27,632$3.45M0.3%+636.1%0.043%
2/17/2025 Vance Wealth LLC24,605$3.08M1.2%-1.4%0.038%
2/17/2025 Waverly Advisors LLC37,820$4.73M0.1%+230.9%0.058%
2/17/2025 Willis Johnson & Associates Inc.455,050$56.86M4.4%+2.3%0.704%
2/17/2025 Strive Asset Management LLC3,271$409K0.3%N/A0.005%
2/17/2025 Royal Bank of Canada524,708$65.57M0.0%+0.9%0.812%
2/17/2025 Quadcap Wealth Management LLC2,204$275K0.0%-28.7%0.003%
2/17/2025 Quantinno Capital Management LP3,141$392K0.0%N/A0.005%
2/17/2025 Pathstone Holdings LLC255,497$31.93M0.1%-4.9%0.395%
2/17/2025 Focus Partners Wealth71,778$9.01M0.0%+205.9%0.111%
2/17/2025 Ellevest Inc.1,974$247K0.0%-26.8%0.003%
2/17/2025 Evensky & Katz LLC636,764$79.57M5.2%-0.4%0.985%
2/17/2025 EP Wealth Advisors LLC12,539$1.57M0.0%+87.9%0.019%
2/17/2025 CoreCap Advisors LLC989$124K0.0%-47.6%0.002%
2/17/2025 Cresset Asset Management LLC8,473$1.06M0.0%-46.0%0.013%
2/17/2025 Cetera Investment Advisers106,498$13.31M0.0%-1.3%0.165%
2/17/2025 BOKF NA323,532$39.92M0.7%-1.3%0.500%
2/17/2025 Captrust Financial Advisors58,484$7.31M0.0%-0.9%0.090%
2/17/2025 Baird Financial Group Inc.361,563$45.18M0.1%-0.7%0.559%
2/17/2025 Bank of America Corp DE2,342,909$292.77M0.0%+1.6%3.624%
2/17/2025 Ameriprise Financial Inc.987,732$123.44M0.0%+7.6%1.528%
2/17/2025 Ancora Advisors LLC4,182$523K0.0%-2.7%0.006%
2/17/2025 Aptus Capital Advisors LLC2,682$335K0.0%+312.0%0.004%
2/17/2025 Aspire Growth Partners LLC7,258$907K0.9%N/A0.011%
2/17/2025 Asset Management Group Inc.90,957$11.37M2.0%+0.1%0.141%
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2/14/2025 Mercer Global Advisors Inc. ADV44,159$5.52M0.0%-1.5%0.068%
2/14/2025 Keel Point LLC10,795$1.35M0.1%-3.7%0.017%
2/14/2025 Jane Street Group LLC2,193$274K0.0%-77.8%0.003%
2/14/2025 Rehmann Capital Advisory Group198,670$24.81M1.6%-0.6%0.307%
2/14/2025 Comerica Bank95,107$11.89M0.0%-21.3%0.147%
2/14/2025 Lido Advisors LLC198,292$24.78M0.1%-47.0%0.307%
2/14/2025 Northern Trust Corp705,020$88.10M0.0%+3.2%1.091%
2/14/2025 Bellwether Advisors LLC1,532$191K0.0%N/A0.002%
2/14/2025 Beacon Pointe Advisors LLC8,472$1.06M0.0%+54.7%0.013%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.336$42K0.0%N/A0.001%
2/14/2025 Earnest Partners LLC4,856$607K0.0%N/A0.008%
2/14/2025 Betterment LLC24,856$3.11M0.0%+4.4%0.038%
2/14/2025 Johnson Financial Group Inc.916$119K0.0%-36.7%0.001%
2/14/2025 Coldstream Capital Management Inc.26,583$3.32M0.1%-20.2%0.041%
2/14/2025 Capital Analysts LLC11,219$1.40M0.1%-4.1%0.017%
2/14/2025 Kovitz Investment Group Partners LLC16,600$2.07M0.0%+44.0%0.026%
2/14/2025 Topsail Wealth Management LLC3,678$460K0.1%N/A0.006%
2/14/2025 Hancock Whitney Corp5,126$641K0.0%+2.3%0.008%
2/14/2025 Integrated Wealth Concepts LLC2,756$344K0.0%+11.0%0.004%
2/14/2025 IHT Wealth Management LLC4,147$518K0.0%-25.6%0.006%
2/14/2025 Fayez Sarofim & Co4,276$534K0.0%+107.6%0.007%
2/14/2025 Stifel Financial Corp109,172$13.64M0.0%-5.2%0.169%
2/14/2025 OneDigital Investment Advisors LLC11,061$1.38M0.0%-7.6%0.017%
2/14/2025 Tower Research Capital LLC TRC 3,629$453K0.0%+46.6%0.006%
2/14/2025 MML Investors Services LLC55,443$6.93M0.0%+7.7%0.086%
2/14/2025 First Trust Advisors LP11,991$1.50M0.0%+0.7%0.019%
2/14/2025 First Citizens Asset Management Inc.5,169$646K0.2%-5.6%0.008%
2/14/2025 GeoWealth Management LLC372$47K0.0%N/A0.001%
2/14/2025 Commerce Bank25,584$3.20M0.0%+1.4%0.040%
2/14/2025 Cadence Bank6,394$799K0.1%-1.9%0.010%
2/14/2025 Alexis Investment Partners LLC7,128$891K0.4%N/A0.011%
2/13/2025 MSH Capital Advisors LLC4,725$590K0.2%N/A0.007%
2/13/2025 NewEdge Advisors LLC7,861$982K0.0%+8.1%0.012%
2/13/2025 Main Street Financial Solutions LLC4,256$532K0.1%+8.6%0.007%
2/13/2025 Stenger Family Office LLC13,379$1.67M0.6%N/A0.021%
2/13/2025 Operose Advisors LLC17,725$2.22M0.8%+6.2%0.027%
2/13/2025 United Capital Financial Advisors LLC5,626$703K0.0%-3.5%0.009%
2/13/2025 Campion Asset Management28,194$3.52M2.7%-8.0%0.044%
2/13/2025 LaSalle St. Investment Advisors LLC1,882$235K0.1%N/A0.003%
2/13/2025 CreativeOne Wealth LLC5,683$710K0.0%+8.5%0.009%
2/13/2025 Mariner LLC169,222$21.15M0.0%-0.4%0.262%
2/13/2025 SageView Advisory Group LLC4,915$614K0.0%N/A0.008%
2/13/2025 TME Financial Inc.2,055$254K0.2%N/A0.003%
2/13/2025 Summit Investment Advisors Inc.7,725$965K0.9%-4.9%0.012%
2/13/2025 Bragg Financial Advisors Inc19,815$2.48M0.1%-2.8%0.031%
2/13/2025 Rockefeller Capital Management L.P.216,936$27.11M0.1%+0.4%0.336%
2/13/2025 Inlight Wealth Management LLC2,800$350K0.1%N/A0.004%
2/13/2025 Glass Jacobson Investment Advisors llc30,276$3.78M1.2%-2.0%0.047%
2/13/2025 Blue Edge Capital LLC127,616$15.95M2.5%+13.9%0.197%
2/13/2025 Bessemer Group Inc.11,738$1.47M0.0%-4.4%0.018%
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2/13/2025 Texas Yale Capital Corp.115,990$14.49M0.6%+1.4%0.179%
2/13/2025 Advisory Services Network LLC11,324$1.42M0.0%-12.5%0.018%
2/13/2025 Renaissance Technologies LLC2,900$362K0.0%N/A0.004%
2/13/2025 Bank of Montreal Can166,682$20.83M0.0%+2.6%0.258%
2/13/2025 Wellspring Financial Advisors LLC11,919$1.49M0.0%-18.2%0.018%
2/13/2025 Cerity Partners LLC230,848$28.85M0.1%-1.1%0.357%
2/13/2025 Ritter Daniher Financial Advisory LLC DE12,924$1.62M0.5%-3.4%0.020%
2/13/2025 FMR LLC3,366,491$420.68M0.0%+4.4%5.207%
2/13/2025 Sepio Capital LP2,799$350K0.0%N/A0.004%
2/13/2025 Ruggaard & Associates LLC1,736$217K0.1%-10.7%0.003%
(Data available from 1/1/2016 forward)

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IJJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJJ shares?

During the previous two years, 790 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 ($447.00M), FMR LLC ($420.68M), Morgan Stanley ($415.70M), Bank of America Corp DE ($292.77M), Envestnet Asset Management Inc. ($232.77M), UBS Group AG ($223.64M), and PNC Financial Services Group Inc. ($175.90M).Learn more on IJJ's institutional investors.

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

Of the 632 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: Raymond James Financial Inc. ($853.54K), Assetmark Inc. ($671.01K), Midland Wealth Advisors LLC ($563.68K), Modern Wealth Management LLC ($543.10K), Commonwealth Equity Services LLC ($535.34K), International Assets Investment Management LLC ($475.77K), and GW Henssler & Associates Ltd. ($427.32K).

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

Institutional investors have bought a total of 12,410,188 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

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

Of the 463 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. ($505.01K), UBS Group AG ($482.19K), Commonwealth Equity Services LLC ($425.07K), LPL Financial LLC ($345.69K), Lido Advisors LLC ($289.30K), Smith Anglin Financial LLC ($279.97K), 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 8,802,467 shares in the last 24 months. This volume of shares sold represents approximately $972.05M in transactions.


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This page (NYSEARCA:IJJ) was last updated on 3/27/2025 by MarketBeat.com Staff
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