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

iShares S&P Mid-Cap 400 Value ETF logo
$130.94 +1.79 (+1.39%)
Closing price 04:10 PM Eastern
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$130.48 -0.47 (-0.36%)
As of 06:39 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)
341
Total
Institutional Inflows
(last 12 months)
$476.35M
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$320.73M
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IJJ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025CFS Investment Advisory Services LLC35,150$4.39M0.4%-0.4%0.054%
1/21/2025Geneos Wealth Management Inc.605$76K0.0%-33.4%0.001%
1/21/2025Dynamic Advisor Solutions LLC1,655$207K0.0%-21.6%0.003%
1/21/2025Fifth Third Bancorp73,160$9.14M0.0%-4.6%0.113%
1/21/2025apricus wealth LLC2,236$279K0.2%N/A0.003%
1/21/2025Rodgers & Associates LTD13,639$1.70M0.2%+16.9%0.021%
1/21/2025RFG Advisory LLC3,280$410K0.0%+76.6%0.005%
1/21/2025Brighton Jones LLC5,797$724K0.0%+52.2%0.009%
1/17/2025 Avior Wealth Management LLC17,141$2.14M0.1%-0.9%0.027%
1/17/2025 Mutual Advisors LLC16,664$2.14M0.1%+573.6%0.026%
1/17/2025 Hudson Capital Management LLC42,845$5.35M1.7%-5.0%0.066%
1/17/2025 Janney Montgomery Scott LLC41,935$5.24M0.0%+3.4%0.065%
1/17/2025 Corundum Trust Company INC13,166$1.65M4.9%-3.1%0.020%
1/17/2025 Park Place Capital Corp14,871$1.86M0.5%-2.3%0.023%
1/17/2025 Daymark Wealth Partners LLC8,695$1.09M0.0%-3.5%0.013%
1/17/2025 Finley Financial LLC7,760$992K0.5%N/A0.012%
1/17/2025 ERTS Wealth Advisors LLC4,749$593K0.1%-4.1%0.007%
1/17/2025 Dakota Wealth Management45,899$5.74M0.1%+12.4%0.071%
1/17/2025 Atomi Financial Group Inc.4,766$596K0.0%+69.9%0.007%
1/17/2025 Prosperity Planning Inc.23,721$2.96M0.9%-8.4%0.037%
1/16/2025 Royal Fund Management LLC3,126$391K0.0%-66.6%0.005%
1/16/2025 Pure Financial Advisors LLC12,442$1.56M0.0%-3.1%0.019%
1/16/2025 Oldfather Financial Services LLC53,278$6.66M2.5%+1.0%0.082%
1/16/2025 Ironwood Financial llc42,106$5.26M1.1%-8.0%0.065%
1/16/2025 Murphy Middleton Hinkle & Parker Inc.7,933$991K0.6%+108.3%0.012%
1/16/2025 Perkins Coie Trust Co385$48K0.0%+352.9%0.001%
1/15/2025 Whitaker Myers Wealth Managers LTD.9,408$1.18M0.3%-29.3%0.015%
1/15/2025 Ameritas Advisory Services LLC4,924$615K0.0%N/A0.008%
1/15/2025 HB Wealth Management LLC21,326$2.67M0.0%+6.8%0.033%
1/15/2025 Trust Co. of Vermont4,317$539K0.0%+27.9%0.007%
1/15/2025 Cranbrook Wealth Management LLC31,558$3.94M0.9%-1.8%0.049%
1/15/2025 Wealthcare Advisory Partners LLC3,756$469K0.0%-6.3%0.006%
1/15/2025 KMG Fiduciary Partners LLC8,461$1.06M0.1%+1.8%0.013%
1/15/2025 StoneCrest Wealth Management Inc.6,924$865K0.6%-1.9%0.011%
1/15/2025 Ullmann Wealth Partners Group LLC62,330$7.79M1.0%-3.0%0.096%
1/15/2025 Omega Financial Group LLC80,504$10.06M3.8%+2.1%0.125%
1/14/2025 Smith Anglin Financial LLC7,195$899K0.1%-3.7%0.011%
1/14/2025 Founders Grove Wealth Partners LLC14,810$1.85M0.5%N/A0.023%
1/14/2025 Laurel Wealth Advisors LLC1,454$182K0.0%-12.1%0.002%
1/14/2025 Fifth Third Wealth Advisors LLC26,602$3.32M0.2%-0.3%0.041%
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1/14/2025 Fiduciary Financial Group LLC3,430$423K0.1%+2.9%0.005%
1/14/2025 Breakwater Capital Group16,123$2.02M0.4%+0.9%0.025%
1/14/2025 Professional Financial Advisors LLC4,436$554K0.1%+3.6%0.007%
1/13/2025 Christensen King & Associates Investment Services Inc.1,826$230K0.1%+8.3%0.003%
1/13/2025 AdvisorNet Financial Inc2,138$267K0.0%-5.4%0.003%
1/13/2025 Tsfg LLC424$53K0.0%-29.2%0.001%
1/13/2025 Courier Capital LLC237,137$29.63M2.0%+1.5%0.367%
1/13/2025 Miracle Mile Advisors LLC9,225$1.15M0.0%-5.7%0.014%
1/13/2025 Horizon Wealth Management LLC2,068$258K0.0%N/A0.003%
1/13/2025 Claro Advisors LLC10,961$1.37M0.2%-5.2%0.017%
1/13/2025 Harbour Capital Advisors LLC6,120$768K0.2%-2.1%0.009%
1/13/2025 Thomasville National Bank6,381$797K0.1%+5.1%0.010%
1/13/2025 Capital Investment Advisors LLC4,318$540K0.0%-17.4%0.007%
1/13/2025 Brookstone Capital Management2,051$256K0.0%+10.0%0.003%
1/13/2025 EWG Elevate Inc.18,829$2.35M0.7%N/A0.029%
1/10/2025 Graypoint LLC3,263$408K0.0%-7.4%0.005%
1/10/2025 NorthCrest Asset Manangement LLC40,147$4.96M0.2%+0.4%0.062%
1/10/2025 Wealth Enhancement Advisory Services LLC96,642$11.95M0.0%+0.1%0.149%
1/8/2025 InvesTrust62,590$7.77M2.2%N/A0.097%
1/8/2025 Fulton Bank N.A.3,197$399K0.0%N/A0.005%
1/8/2025 International Assets Investment Management LLC1,925$239K0.0%-99.2%0.003%
1/3/2025 First Citizens Financial Corp47,222$5.90M3.2%-1.3%0.073%
12/26/2024JPMorgan Chase & Co.391,172$48.36M0.0%+18.3%0.605%
12/13/2024B. Riley Wealth Advisors Inc.4,617$570K0.0%-5.6%0.007%
11/27/2024Franklin Resources Inc.7,273$951K0.0%-3.9%0.011%
11/25/2024Synovus Financial Corp7,466$923K0.0%+16.7%0.012%
11/25/2024Wilmington Savings Fund Society FSB330,731$40.89M0.7%-8.4%0.512%
11/25/2024Broadview Financial Management LLC45,263$5.60M3.8%-0.4%0.070%
11/25/2024World Investment Advisors LLC177,809$22.06M0.5%+0.5%0.275%
11/25/2024Sanctuary Advisors LLC27,388$3.65M0.0%-9.5%0.042%
11/19/2024M&T Bank Corp83,108$10.27M0.0%-8.6%0.129%
11/18/2024Soltis Investment Advisors LLC31,078$3.84M0.4%+4.3%0.048%
11/18/2024Rehmann Capital Advisory Group199,776$24.70M1.6%+6.7%0.309%
11/18/2024TD Private Client Wealth LLC20,228$2.50M0.1%-7.4%0.031%
11/18/2024Coldstream Capital Management Inc.33,315$4.12M0.1%-0.5%0.052%
11/15/2024M&T Bank Corp83,108$10.27M0.0%-8.6%0.129%
11/15/2024Hamilton Capital LLC22,320$2.76M0.2%+32.1%0.035%
11/15/2024Glass Jacobson Investment Advisors llc30,894$3.82M1.3%-0.7%0.048%
11/15/2024MML Investors Services LLC51,486$6.37M0.0%-19.1%0.080%
11/15/2024World Investment Advisors LLC177,809$22.06M0.1%+0.5%0.275%
11/15/2024EP Wealth Advisors LLC6,675$825K0.0%+2.2%0.010%
11/15/2024Jane Street Group LLC9,894$1.22M0.0%-69.7%0.015%
11/15/2024Kovitz Investment Group Partners LLC11,527$1.43M0.0%+14.4%0.018%
11/15/2024Texas Capital Bank Wealth Management Services Inc6,500$804K0.1%+46.3%0.010%
11/15/2024Stifel Financial Corp115,112$14.23M0.0%-32.9%0.178%
11/15/2024IHT Wealth Management LLC5,571$687K0.0%+14.1%0.009%
11/15/2024HighTower Advisors LLC363,512$44.91M0.1%+6.9%0.562%
11/14/2024Cobblestone Capital Advisors LLC NY4,444$549K0.0%-4.6%0.007%
11/14/2024Flow Traders U.S. LLC2,195$271K0.0%-56.8%0.003%
11/14/2024Atlantic Union Bankshares Corp1,674$207K0.0%N/A0.003%
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11/14/2024Rockefeller Capital Management L.P.215,989$26.70M0.1%-2.6%0.334%
11/14/2024Teachers Insurance & Annuity Association of America17,524$2.17M3.3%N/A0.027%
11/14/2024Financial Counselors Inc.32,940$4.07M0.1%-0.4%0.051%
11/14/2024RPg Family Wealth Advisory LLC300$37K0.0%N/A0.000%
11/14/2024CreativeOne Wealth LLC5,236$647K0.0%N/A0.008%
11/13/2024Glenmede Trust Co. NA21,232$2.63M0.0%-0.4%0.033%
11/13/2024Cadence Bank6,520$806K0.1%N/A0.010%
11/13/2024FMR LLC3,223,414$398.48M0.0%+0.2%4.986%
11/13/2024D.A. Davidson & CO.882,125$109.05M0.9%+1.5%1.364%
11/13/2024Bank of Montreal Can162,470$20.03M0.0%-3.0%0.251%
(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, 723 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 582 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 11,585,405 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 431 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 ($279.97K), 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 8,556,716 shares in the last 24 months. This volume of shares sold represents approximately $928.63M in transactions.



This page (NYSEARCA:IJJ) was last updated on 1/21/2025 by MarketBeat.com Staff
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