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

iShares S&P Mid-Cap 400 Value ETF logo
$130.79 -0.25 (-0.19%)
Closing price 08/28/2025 04:10 PM Eastern
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$130.79 0.00 (0.00%)
As of 08:02 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Current
Institutional Ownership
Percentage
66.95%
Number of
Institutional Buyers
(last 12 months)
450
Total
Institutional Inflows
(last 12 months)
$909.65M
Number of
Institutional Sellers
(last 12 months)
388
Total
Institutional Outflows
(last 12 months)
$603.29M
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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
8/27/2025 Orion Porfolio Solutions LLC4,633$572K0.0%-5.2%0.007%
8/26/2025 Thrivent Financial for Lutherans43,603$5.39M0.0%+13.4%0.070%
8/19/2025 B. Riley Wealth Advisors Inc.3,797$469K0.0%N/A0.006%
8/19/2025 Cape Investment Advisory Inc.3,055$378K0.1%+20.0%0.005%
8/19/2025 Advisory Services Network LLC17,482$2.18M0.0%+42.6%0.028%
8/19/2025 Asset Dedication LLC49,185$6.08M0.4%+4.5%0.079%
8/18/2025 Geneos Wealth Management Inc.1,306$161K0.0%+85.5%0.002%
8/16/2025 Teachers Insurance & Annuity Association of America19,578$2.42M3.0%+39.7%0.032%
8/15/2025 Nikulski Financial Inc.26,423$3.27M0.9%-7.8%0.043%
8/15/2025 Tower Research Capital LLC TRC 5,163$638K0.0%-60.0%0.008%
8/15/2025 Blue Edge Capital LLC92,024$11.37M1.7%-22.6%0.148%
8/15/2025 Corient Private Wealth LLC114,077$14.10M0.0%-3.3%0.184%
8/15/2025 Equitable Holdings Inc.28,895$3.57M0.0%-71.6%0.047%
8/15/2025 Captrust Financial Advisors63,748$7.88M0.0%+6.0%0.103%
8/15/2025 Keel Point LLC10,657$1.32M0.1%-0.8%0.017%
8/15/2025 Smartleaf Asset Management LLC623$77K0.0%-14.2%0.001%
8/15/2025 Orion Porfolio Solutions LLC4,633$572K0.0%-5.2%0.007%
8/15/2025 MML Investors Services LLC85,283$10.54M0.0%+10.1%0.138%
8/15/2025 IHT Wealth Management LLC3,346$413K0.0%-6.3%0.005%
8/15/2025 Great Valley Advisor Group Inc.5,209$643K0.0%-9.7%0.008%
8/15/2025 EP Wealth Advisors LLC12,779$1.58M0.0%+2.5%0.021%
8/15/2025 BNP Paribas Financial Markets72,700$8.98M0.0%+681.7%0.117%
8/15/2025 Bank of America Corp DE2,392,099$295.62M0.0%+0.8%3.858%
8/15/2025 Acas LLC10,289$1.32M0.9%-1.8%0.017%
8/15/2025 Ameriprise Financial Inc.832,656$103.40M0.0%-9.6%1.343%
8/14/2025 Jane Street Group LLC19,024$2.35M0.0%-44.0%0.031%
8/14/2025 Ausdal Financial Partners Inc.1,867$231K0.0%-19.4%0.003%
8/14/2025 Raymond James Financial Inc.849,192$104.94M0.0%-3.2%1.370%
8/14/2025 Betterment LLC44,308$5.48M0.0%+68.4%0.071%
8/14/2025 Quantinno Capital Management LP5,557$687K0.0%-1.8%0.009%
8/14/2025 FAS Wealth Partners Inc.8,768$1.08M0.1%+1.0%0.014%
8/14/2025 NewEdge Advisors LLC10,096$1.25M0.0%+10.9%0.016%
8/14/2025 Ally Invest Advisors Inc.3,830$473K0.0%N/A0.006%
8/14/2025 Cerity Partners LLC222,738$27.53M0.0%-3.6%0.359%
8/13/2025 Stenger Family Office LLC13,128$1.65M0.4%N/A0.021%
8/13/2025 Idaho Trust Co42,078$5.20M1.9%+6.6%0.068%
8/13/2025 StoneX Group Inc.42,577$5.26M0.3%+6.7%0.069%
8/13/2025 Vance Wealth LLC18,618$2.30M0.8%-17.6%0.030%
8/13/2025 Cresset Asset Management LLC8,521$1.05M0.0%+7.6%0.014%
8/13/2025 Strategic Family Wealth Counselors L.L.C.1,943$240K0.1%N/A0.003%
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8/13/2025 Brown Advisory Inc.3,187$394K0.0%-7.0%0.005%
8/13/2025 Royal Fund Management LLC2,625$324K0.0%-13.8%0.004%
8/13/2025 Baird Financial Group Inc.334,571$41.35M0.1%-1.9%0.540%
8/13/2025 First Trust Advisors LP11,836$1.46M0.0%+4.4%0.019%
8/13/2025 EverSource Wealth Advisors LLC3,342$413K0.0%+75.3%0.005%
8/13/2025 River Wealth Advisors LLC29,457$3.64M0.5%-1.3%0.048%
8/13/2025 Beacon Pointe Advisors LLC8,055$995K0.0%-3.2%0.013%
8/13/2025 Wellspring Financial Advisors LLC9,785$1.21M0.0%-17.9%0.016%
8/13/2025 M&T Bank Corp69,559$8.60M0.0%-2.4%0.112%
8/13/2025 Boston Family Office LLC4,370$540K0.0%-3.7%0.007%
8/13/2025 Willis Johnson & Associates Inc.470,118$58.10M3.9%+2.4%0.758%
8/13/2025 Lido Advisors LLC151,737$18.75M0.1%-20.5%0.245%
8/13/2025 Aspire Growth Partners LLC7,445$920K0.8%+2.9%0.012%
8/13/2025 Oxler Private Wealth LLC18,335$2.27M0.7%-7.3%0.030%
8/13/2025 Level Four Advisory Services LLC31,963$3.95M0.1%+3.1%0.052%
8/13/2025 Northwestern Mutual Wealth Management Co.626,380$77.41M0.1%+6.0%1.010%
8/13/2025 Elevation Point Wealth Partners LLC494$61K0.0%N/A0.001%
8/12/2025 J.W. Cole Advisors Inc.5,597$692K0.0%+66.5%0.009%
8/12/2025 Richmond Investment Services LLC2,023$250K0.1%N/A0.003%
8/12/2025 Associated Banc Corp51,342$6.35M0.2%-15.5%0.083%
8/12/2025 Financial Advocates Investment Management9,992$1.24M0.1%-18.4%0.016%
8/12/2025 Columbia Bank17,838$2.27M0.7%+36.4%0.029%
8/12/2025 Laurel Wealth Advisors LLC179,686$22.21M0.0%+12,258.0%0.290%
8/12/2025 Steward Partners Investment Advisory LLC106,454$13.16M0.1%-1.4%0.172%
8/12/2025 Global Retirement Partners LLC6,644$821K0.0%N/A0.011%
8/12/2025 Coldstream Capital Management Inc.25,040$3.09M0.1%-5.1%0.040%
8/12/2025 Cozad Asset Management Inc.21,706$2.68M0.2%+15.5%0.035%
8/12/2025 Franklin Resources Inc.14,760$1.82M0.0%+62.9%0.024%
8/12/2025 MAI Capital Management332,483$41.09M0.3%+0.7%0.536%
8/12/2025 JPMorgan Chase & Co.422,787$52.25M0.0%-1.5%0.682%
8/12/2025 PKS Advisory Services LLC5,045$623K0.2%-1.9%0.008%
8/11/2025 Traub Capital Management LLC538$66K0.1%N/A0.001%
8/11/2025 Wealthspire Advisors LLC261,290$32.29M0.2%-1.4%0.422%
8/11/2025 Factorial Partners LLC18,900$2.34M1.7%-42.2%0.031%
8/11/2025 Rothschild Investment LLC780$96K0.0%-17.0%0.001%
8/11/2025 Sierra Capital LLC32,958$4.07M0.5%-7.3%0.053%
8/11/2025 ANB Bank27,640$3.42M1.5%-19.8%0.045%
8/8/2025 Blankinship & Foster LLC2,123$262K0.1%N/A0.003%
8/8/2025 Rockefeller Capital Management L.P.215,311$26.61M0.1%+0.5%0.348%
8/8/2025 Kingsview Wealth Management LLC15,629$1.93M0.0%-2.7%0.025%
8/8/2025 Citizens Financial Group Inc. RI8,500$1.05M0.0%-1.3%0.014%
8/8/2025 Avantax Advisory Services Inc.17,808$2.20M0.0%-18.6%0.029%
8/8/2025 Cetera Investment Advisers80,724$9.98M0.0%-51.0%0.131%
8/8/2025 Flaharty Asset Management LLC98,825$12.21M2.5%+3.6%0.160%
8/8/2025 Creative Planning224,837$27.79M0.0%-4.3%0.364%
8/8/2025 WealthShield Partners LLC7,826$967K0.1%-19.1%0.013%
8/8/2025 Empower Advisory Group LLC1,966$243K0.0%+6.8%0.003%
8/8/2025 Advisors Capital Management LLC2,207$273K0.0%-15.7%0.004%
8/8/2025 Family Firm Inc.18,734$2.32M0.6%-4.6%0.030%
8/8/2025 Omega Financial Group LLC83,459$10.31M3.7%+3.5%0.135%
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8/8/2025 King Wealth Management Group35,507$4.39M0.6%-1.9%0.057%
8/8/2025 MV Capital Management Inc.4,027$498K0.1%-16.7%0.007%
8/8/2025 Bailard Inc.4,857$600K0.0%+23.7%0.008%
8/8/2025 Renasant Bank7,679$949K0.6%-34.2%0.012%
8/8/2025 PNC Financial Services Group Inc.1,299,637$160.61M0.1%-8.2%2.101%
8/8/2025 Tiemann Investment Advisors LLC18,926$2.34M1.0%+2.1%0.031%
8/8/2025 VeraBank N.A.2,417$299K0.1%N/A0.004%
8/7/2025 Weil Company Inc.2,135$264K0.1%-12.5%0.003%
8/7/2025 Blackston Financial Advisory Group LLC6,590$814K0.4%-27.2%0.011%
8/7/2025 Midland Wealth Advisors LLC599,218$74.05M4.1%+2.2%0.969%
(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, 802 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 ($295.62M), Envestnet Asset Management Inc. ($233.36M), UBS Group AG ($223.64M), and PNC Financial Services Group Inc. ($160.61M).Learn more on iShares S&P Mid-Cap 400 Value ETF's institutional investors.

What percentage of iShares S&P Mid-Cap 400 Value ETF's stock is owned by institutional investors?

66.95% of iShares S&P Mid-Cap 400 Value ETF's stock is owned by institutional investors. Learn more on IJJ's institutional investor holdings.

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

Of the 640 institutional investors that purchased iShares S&P Mid-Cap 400 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($876.95K), Liberty Wealth Management LLC ($809.72K), Midland Wealth Advisors LLC ($584.13K), Modern Wealth Management LLC ($543.10K), LPL Financial LLC ($498.43K), International Assets Investment Management LLC ($475.64K), and Cullen Frost Bankers Inc. ($274.34K).

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

Institutional investors have bought a total of 7,397,229 shares in the last 24 months. This purchase volume represents approximately $909.65M in transactions.

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

Of the 388 institutional investors that sold iShares S&P Mid-Cap 400 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Modern Wealth Management LLC ($528.61K), Assetmark Inc. ($507.10K), World Investment Advisors ($388.83K), International Assets Investment Management LLC ($235.71K), Lido Advisors LLC ($215.19K), Evensky & Katz LLC ($186.20K), and Commonwealth Equity Services LLC ($163.58K).

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

Institutional investors have sold a total of 4,909,701 shares in the last 24 months. This volume of shares sold represents approximately $603.29M in transactions.


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This page (NYSEARCA:IJJ) was last updated on 8/29/2025 by MarketBeat.com Staff
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