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

iShares S&P Mid-Cap 400 Value ETF logo
$110.98 +1.07 (+0.97%)
As of 04/17/2025 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)
396
Total
Institutional Inflows
(last 12 months)
$724.91M
Number of
Institutional Sellers
(last 12 months)
329
Total
Institutional Outflows
(last 12 months)
$330.23M
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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
4/17/2025Smith Shellnut Wilson LLC ADV23,807$2.85M1.3%+0.9%0.037%
4/17/2025Vicus Capital11,753$1.41M0.1%-6.7%0.018%
4/17/2025Blackston Financial Advisory Group LLC9,055$1.08M0.6%-8.4%0.014%
4/17/2025QRG Capital Management Inc.2,542$304K0.0%-24.6%0.004%
4/17/2025Sowell Financial Services LLC10,475$1.25M0.1%N/A0.016%
4/17/2025Janney Montgomery Scott LLC40,855$4.89M0.0%-2.6%0.064%
4/17/2025Christensen King & Associates Investment Services Inc.1,676$204K0.1%-8.2%0.003%
4/17/2025Brighton Jones LLC4,265$511K0.0%-26.4%0.007%
4/17/2025Sound Income Strategies LLC3,884$465K0.0%N/A0.006%
4/16/2025 Wealth Enhancement Advisory Services LLC103,576$12.40M0.0%-6.6%0.162%
4/16/2025 Destiny Capital Corp CO2,594$311K0.2%+3.9%0.004%
4/16/2025 Bar Harbor Wealth Management1,728$207K0.0%-15.1%0.003%
4/16/2025 Founders Grove Wealth Partners LLC16,078$1.93M0.5%+8.6%0.025%
4/16/2025 NorthCrest Asset Manangement LLC34,695$4.15M0.1%-10.2%0.054%
4/16/2025 Neumann Capital Management LLC26,730$3.20M1.1%+1.1%0.042%
4/15/2025 Net Worth Advisory Group3,558$426K0.1%+18.9%0.006%
4/15/2025 Sapient Capital LLC1,910$229K0.0%-15.0%0.003%
4/15/2025 apricus wealth LLC2,334$279K0.2%+4.4%0.004%
4/15/2025 Fifth Third Bancorp70,470$8.44M0.0%-3.7%0.110%
4/15/2025 Capital Advisors Ltd. LLC120,367$14.41M1.9%-2.3%0.189%
4/15/2025 Thompson Investment Management Inc.10,305$1.23M0.2%+3.0%0.016%
4/15/2025 Murphy Middleton Hinkle & Parker Inc.8,465$1.01M0.6%+6.7%0.013%
4/15/2025 Ironwood Financial llc41,474$4.97M1.1%-1.5%0.065%
4/15/2025 USA Financial Formulas36,877$4.42M0.7%N/A0.058%
4/15/2025 CX Institutional229$27K0.0%N/A0.000%
4/15/2025 MV Capital Management Inc.4,833$579K0.1%+34.2%0.008%
4/14/2025 Midland Wealth Advisors LLC586,177$70.18M4.1%+1.3%0.919%
4/14/2025 PFS Partners LLC1,390$166K0.1%+14.4%0.002%
4/14/2025 Farther Finance Advisors LLC17,364$2.09M0.1%+1,549.0%0.027%
4/14/2025 Courier Capital LLC237,682$28.46M1.9%+0.2%0.373%
4/14/2025 First Citizens Bank & Trust Co.14,781$1.77M0.0%+16.0%0.023%
4/14/2025 Capital Investment Advisors LLC3,999$479K0.0%-7.4%0.006%
4/14/2025 Miracle Mile Advisors LLC6,479$776K0.0%-29.8%0.010%
4/14/2025 Patriot Financial Group Insurance Agency LLC38,093$4.56M0.6%-13.3%0.060%
4/14/2025 Whitaker Myers Wealth Managers LTD.11,102$1.33M0.4%+18.0%0.017%
4/14/2025 UMB Bank n.a.21,750$2.60M0.0%-0.7%0.034%
4/11/2025 StoneCrest Wealth Management Inc.6,657$797K0.5%-3.9%0.010%
4/11/2025 Cranbrook Wealth Management LLC31,386$3.76M0.9%-0.5%0.049%
4/11/2025 Hudson Capital Management LLC43,492$5.21M1.6%+1.5%0.068%
4/11/2025 Ullmann Wealth Partners Group LLC58,314$6.98M0.9%-6.4%0.091%
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4/11/2025 Prosperity Planning Inc.23,356$2.80M0.9%-1.5%0.037%
4/10/2025 Breakwater Capital Group16,276$1.95M0.3%+0.9%0.026%
4/10/2025 Presilium Private Wealth LLC14,987$1.79M0.4%-20.9%0.023%
4/10/2025 Bremer Bank National Association8,962$1.07M0.2%+4.4%0.014%
4/10/2025 Smith Anglin Financial LLC7,008$839K0.1%-2.6%0.011%
4/9/2025 RFG Advisory LLC3,454$414K0.0%+5.3%0.005%
4/9/2025 ETF Portfolio Partners Inc.43,061$5.16M1.6%-54.9%0.067%
4/9/2025 InvesTrust61,740$7.39M2.0%-1.4%0.097%
4/9/2025 Fulton Bank N.A.5,230$626K0.0%+63.6%0.008%
4/9/2025 NBC Securities Inc.1,681$201K0.0%+168,000.0%0.003%
4/8/2025 Fifth Third Wealth Advisors LLC43,642$5.23M0.3%+64.1%0.067%
4/8/2025 Weinberger Asset Management Inc5,679$680K0.3%-3.2%0.009%
4/8/2025 Doliver Advisors LP4,135$495K0.1%N/A0.006%
4/7/2025 GAMMA Investing LLC40,469$4.85M0.0%+11,873.1%0.062%
4/7/2025 FC Advisory LLC4,496$538K0.2%-2.2%0.007%
4/4/2025 Quent Capital LLC401$48K0.0%-33.2%0.001%
4/3/2025 First Hawaiian Bank28,100$3.36M0.2%-7.0%0.043%
4/3/2025 First Citizens Financial Corp47,385$5.67M3.2%+0.3%0.072%
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%
3/4/2025Smith Shellnut Wilson LLC ADV23,588$2.95M1.3%+1.4%0.036%
2/28/2025Menard Financial Group LLC1,456$182K0.1%N/A0.002%
2/25/2025Heck Capital Advisors LLC33,484$4.18M0.3%N/A0.052%
2/25/2025B. Riley Wealth Advisors Inc.3,777$472K0.0%-18.2%0.006%
2/22/2025American Trust13,155$1.64M0.1%+41.0%0.020%
2/21/2025AlphaCore Capital LLC11,819$1.48M0.3%+985.3%0.018%
2/18/2025GTS Securities LLC18,367$2.30M0.1%N/A0.028%
2/18/2025Connecticut Wealth Management LLC6,594$824K0.0%-5.3%0.010%
2/18/2025Orion Capital Management LLC200$25K0.0%N/A0.000%
2/18/2025Novem Group36,704$4.59M0.7%N/A0.057%
2/18/2025Focus Partners Advisor Solutions LLC5,983$748K0.0%+20.0%0.009%
2/18/2025First Heartland Consultants Inc.27,632$3.45M0.3%+636.1%0.043%
2/17/2025Vance Wealth LLC24,605$3.08M1.2%-1.4%0.038%
2/17/2025Waverly Advisors LLC37,820$4.73M0.1%+230.9%0.058%
2/17/2025Willis Johnson & Associates Inc.455,050$56.86M4.4%+2.3%0.704%
2/17/2025Strive Asset Management LLC3,271$409K0.3%N/A0.005%
2/17/2025Royal Bank of Canada524,708$65.57M0.0%+0.9%0.812%
2/17/2025Quadcap Wealth Management LLC2,204$275K0.0%-28.7%0.003%
2/17/2025Quantinno Capital Management LP3,141$392K0.0%N/A0.005%
2/17/2025Pathstone Holdings LLC255,497$31.93M0.1%-4.9%0.395%
2/17/2025Focus Partners Wealth71,778$9.01M0.0%+205.9%0.111%
2/17/2025Ellevest Inc.1,974$247K0.0%-26.8%0.003%
2/17/2025Evensky & Katz LLC636,764$79.57M5.2%-0.4%0.985%
2/17/2025EP Wealth Advisors LLC12,539$1.57M0.0%+87.9%0.019%
2/17/2025CoreCap Advisors LLC989$124K0.0%-47.6%0.002%
2/17/2025Cresset Asset Management LLC8,473$1.06M0.0%-46.0%0.013%
2/17/2025Cetera Investment Advisers106,498$13.31M0.0%-1.3%0.165%
2/17/2025BOKF NA323,532$39.92M0.7%-1.3%0.500%
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2/17/2025Captrust Financial Advisors58,484$7.31M0.0%-0.9%0.090%
2/17/2025Baird Financial Group Inc.361,563$45.18M0.1%-0.7%0.559%
2/17/2025Bank of America Corp DE2,342,909$292.77M0.0%+1.6%3.624%
2/17/2025Ameriprise Financial Inc.987,732$123.44M0.0%+7.6%1.528%
2/17/2025Ancora Advisors LLC4,182$523K0.0%-2.7%0.006%
2/17/2025Aptus Capital Advisors LLC2,682$335K0.0%+312.0%0.004%
2/17/2025Aspire Growth Partners LLC7,258$907K0.9%N/A0.011%
2/17/2025Asset Management Group Inc.90,957$11.37M2.0%+0.1%0.141%
2/14/2025Mercer Global Advisors Inc. ADV44,159$5.52M0.0%-1.5%0.068%
2/14/2025Keel Point LLC10,795$1.35M0.1%-3.7%0.017%
(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, 787 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 630 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 ($571.09K), 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 12,443,877 shares in the last 24 months. This purchase volume represents approximately $1.42B 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 ($280.15K), 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 8,790,207 shares in the last 24 months. This volume of shares sold represents approximately $972.43M in transactions.


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This page (NYSEARCA:IJJ) was last updated on 4/18/2025 by MarketBeat.com Staff
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