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

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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)
382
Total
Institutional Inflows
(last 12 months)
$612.96M
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$629.77M
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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
5/8/2024Foundation Wealth Management LLC42,435$5.02M4.1%-2.2%0.066%
5/8/2024Cozad Asset Management Inc.9,234$1.09M0.1%-72.1%0.014%
5/8/2024MAI Capital Management355,658$42.07M0.4%+1.6%0.551%
5/8/2024Avantax Advisory Services Inc.29,862$3.53M0.0%+66.6%0.046%
5/8/2024US Bancorp DE80,233$9.50M0.0%-2.4%0.124%
5/8/2024 QRG Capital Management Inc.2,383$282K0.0%-28.7%0.004%
5/8/2024 Thoroughbred Financial Services LLC2,662$315K0.0%N/A0.004%
5/7/2024 Capital Square LLC2,964$351K0.2%N/A0.005%
5/7/2024 GW Henssler & Associates Ltd.419,075$49.57M2.9%+4.8%0.649%
5/7/2024 Atomi Financial Group Inc.2,886$341K0.0%N/A0.004%
5/7/2024 Anchor Capital Advisors LLC1,783$211K0.0%-80.9%0.003%
5/7/2024 Allegheny Financial Group LTD13,283$1.57M0.5%-1.6%0.021%
5/7/2024 Oppenheimer & Co. Inc.14,964$1.77M0.0%+10.6%0.023%
5/7/2024 Hilltop National Bank2,116$250K0.1%N/A0.003%
5/7/2024 Wealthspire Advisors LLC86,648$10.25M0.1%+5.7%0.134%
5/7/2024 Mystic Asset Management Inc.7,000$828K0.3%+75.0%0.011%
5/6/2024 Envestnet Portfolio Solutions Inc.95,260$11.27M0.0%-0.5%0.147%
5/6/2024 Destiny Capital Corp CO1,729$205K0.1%N/A0.003%
5/4/2024 SPC Financial Inc.165,764$19.61M1.8%+1.0%0.257%
5/4/2024 Geneos Wealth Management Inc.814$96K0.0%-36.3%0.001%
5/4/2024 Essex LLC10,039$1.19M0.3%-1.3%0.016%
5/4/2024 9258 Wealth Management LLC13,918$1.65M0.3%-2.6%0.022%
5/4/2024 Csenge Advisory Group32,198$3.81M0.2%+5.4%0.050%
5/3/2024 Rehmann Capital Advisory Group192,734$22.80M1.7%+6.0%0.298%
5/3/2024 Etfidea LLC54,954$6.50M2.2%-0.2%0.085%
5/3/2024 Lutz Financial Services LLC124,413$14.72M1.3%-2.6%0.193%
5/3/2024 United Community Bank3,002$355K0.1%-21.8%0.005%
5/3/2024 Whittier Trust Co.12,888$1.53M0.0%-0.7%0.020%
5/2/2024 Mutual Advisors LLC25,179$2.98M0.1%+1,146.5%0.039%
5/2/2024 Salomon & Ludwin LLC179,239$21.20M1.8%-1.9%0.277%
5/2/2024 Financial Counselors Inc.31,416$3.72M0.1%+1.3%0.049%
5/2/2024 Peregrine Asset Advisers Inc.12,159$1.44M0.6%-1.7%0.019%
5/2/2024 Centerpoint Advisors LLC37,251$4.41M1.7%-3.1%0.058%
5/2/2024 Graypoint LLC3,523$417K0.0%-24.4%0.005%
5/2/2024 Quent Capital LLC600$71K0.0%N/A0.001%
5/2/2024 Lincoln National Corp25,053$2.96M0.0%-44.9%0.039%
5/2/2024 Bryn Mawr Capital Management LLC46,949$5.55M0.3%-12.6%0.073%
5/2/2024 Goelzer Investment Management Inc.37,811$4.47M0.3%-0.5%0.059%
5/2/2024 Family Firm Inc.19,647$2.32M0.6%-2.0%0.030%
5/2/2024 Presilium Private Wealth LLC19,115$2.26M0.6%-4.6%0.030%
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5/1/2024 Smith Shellnut Wilson LLC ADV23,541$2.79M1.5%-2.9%0.036%
5/1/2024 Connecticut Wealth Management LLC8,696$1.03M0.1%-25.0%0.013%
5/1/2024 1834 Investment Advisors Co.184,720$21.85M2.6%-9.3%0.286%
5/1/2024 Janney Montgomery Scott LLC41,039$4.86M0.0%-0.9%0.064%
5/1/2024 Concourse Financial Group Securities Inc.1,700$201K0.0%-11.7%0.003%
5/1/2024 Mission Wealth Management LP2,957$350K0.0%+15.5%0.005%
5/1/2024 Sequoia Financial Advisors LLC6,634$785K0.0%-1.5%0.010%
4/30/2024 Private Advisor Group LLC38,340$4.54M0.0%-6.9%0.059%
4/30/2024 HB Wealth Management LLC19,261$2.28M0.0%+12.0%0.030%
4/30/2024 SpiderRock Advisors LLC20,428$2.31M0.1%N/A0.032%
4/30/2024 BlueChip Wealth Advisors LLC13,918$1.65M1.1%-47.6%0.022%
4/30/2024 Valley Forge Investment Consultants Inc. ADV5,417$641K0.3%-14.0%0.008%
4/30/2024 SWP Financial LLC1,728$204K0.1%N/A0.003%
4/30/2024 JMG Financial Group Ltd.5,914$700K0.0%+9.2%0.009%
4/30/2024 Vance Wealth Inc.26,475$3.13M1.2%-2.3%0.041%
4/30/2024 Naples Global Advisors LLC4,214$498K0.1%N/A0.007%
4/30/2024 Perigon Wealth Management LLC3,794$449K0.0%-9.0%0.006%
4/30/2024 Hazlett Burt & Watson Inc.7,551$892K0.5%+1.5%0.012%
4/30/2024 Allspring Global Investments Holdings LLC402$48K0.0%-33.0%0.001%
4/29/2024Commonwealth Equity Services LLC426,641$50.47M0.1%+50.4%0.660%
4/29/2024 Mcdaniel Terry & Co.5,646$668K0.1%N/A0.009%
4/29/2024 FAS Wealth Partners Inc.9,564$1.13M0.1%+2.2%0.015%
4/29/2024 Greenleaf Trust58,345$6.90M0.1%-5.3%0.090%
4/29/2024 HighMark Wealth Management LLC5,818$688K0.4%-32.1%0.009%
4/26/2024 UMB Bank n.a.23,598$2.79M0.0%-3.0%0.037%
4/26/2024 JNBA Financial Advisors41,155$4.87M0.5%-3.7%0.064%
4/26/2024 Members Trust Co27,840$3.29M0.1%-7.2%0.043%
4/26/2024 Mesirow Financial Investment Management Inc.221,843$26.24M0.6%N/A0.343%
4/26/2024 TI Trust Inc.4,930$583K0.4%N/A0.008%
4/25/2024 Lodestar Private Asset Management LLC4,684$554K0.1%-3.8%0.007%
4/25/2024 Smith Chas P & Associates PA Cpas41,581$4.92M0.3%-1.7%0.064%
4/25/2024 Professional Financial Advisors LLC4,273$505K0.1%+22.2%0.007%
4/25/2024 Oldfather Financial Services LLC51,626$6.11M2.5%+1.8%0.080%
4/24/2024 Zhang Financial LLC2,683$317K0.0%+19.1%0.004%
4/24/2024 Oxler Private Wealth LLC21,759$2.57M1.0%-1.8%0.034%
4/24/2024 SOL Capital Management CO33,167$3.92M0.5%-3.1%0.051%
4/24/2024 Smith Anglin Financial LLC9,472$1.12M0.1%-25.1%0.015%
4/24/2024 Simplicity Wealth LLC34,560$4.09M0.1%N/A0.053%
4/24/2024 Spire Wealth Management7,186$850K0.0%-16.0%0.011%
4/23/2024 Platte River Wealth Advisors LLC19,060$2.26M0.6%-3.7%0.030%
4/23/2024 Milestone Asset Management LLC20,707$2.45M0.7%N/A0.032%
4/23/2024 Global Retirement Partners LLC6,933$820K0.0%+5.7%0.011%
4/23/2024 Wealth Advisory Solutions LLC173,866$20.57M5.3%+12.6%0.269%
4/23/2024 Venturi Wealth Management LLC553$65K0.0%-61.1%0.001%
4/23/2024 Nations Financial Group Inc. IA ADV81,549$9.65M0.8%-2.8%0.126%
4/23/2024 Fifth Third Bancorp80,869$9.57M0.0%-1.6%0.125%
4/23/2024 Bank of Stockton36,524$4.32M1.3%-1.9%0.057%
4/23/2024 Raymond James Financial Services Advisors Inc.152,737$18.07M0.0%-3.2%0.236%
4/22/2024 Rockwood Wealth Management LLC2,337$277K0.0%-3.9%0.004%
4/22/2024 Raymond James & Associates693,011$81.98M0.1%-1.8%1.073%
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4/22/2024Ashton Thomas Private Wealth LLC25,575$3.03M0.2%+0.7%0.038%
4/19/2024 Willis Johnson & Associates Inc.415,016$49.09M4.3%+1.8%0.623%
4/19/2024 Wealthstar Advisors LLC3,064$362K0.1%N/A0.005%
4/19/2024 Advisor Resource Council1,752$200K0.1%N/A0.003%
4/19/2024 Hudson Capital Management LLC45,200$5.35M1.8%-3.6%0.068%
4/18/2024 Total Wealth Planning LLC4,935$584K0.1%-6.9%0.007%
4/18/2024 Capital Advisors Ltd. LLC127,747$15.11M2.0%-0.3%0.192%
4/18/2024 Woodmont Investment Counsel LLC1,585$188K0.0%N/A0.002%
4/18/2024 Panoramic Investment Advisors LLC6,585$779K0.6%+41.3%0.010%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC13,262$1.57M0.4%+2.8%0.020%
(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, 739 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 ($338.09M), Bank of America Corp DE ($245.72M), UBS Group AG ($223.64M), Envestnet Asset Management Inc. ($193.85M), and PNC Financial Services Group Inc. ($137.85M).Learn more on IJJ's institutional investors.

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

Of the 617 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: CFS Investment Advisory Services LLC ($11.82M), SRS Capital Advisors Inc. ($739.26K), Assetmark Inc. ($671.01K), M&T Bank Corp ($602.78K), Midland Wealth Advisors LLC ($563.68K), Envestnet Asset Management Inc. ($525.61K), and Commonwealth Equity Services LLC ($480.31K).

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

Institutional investors have bought a total of 27,670,099 shares in the last 24 months. This purchase volume represents approximately $2.78B in transactions.

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

Of the 447 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: CFS Investment Advisory Services LLC ($4.54M), Barber Financial Group Inc. ($767.89K), Natixis Advisors L.P. ($609.97K), Wells Fargo & Company MN ($605.71K), UBS Group AG ($496.31K), Accredited Investors Inc. ($421.42K), and Allworth Financial LP ($403.51K).

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

Institutional investors have sold a total of 16,888,786 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.


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This page (NYSEARCA:IJJ) was last updated on 5/9/2024 by MarketBeat.com Staff

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