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

iShares S&P Mid-Cap 400 Value ETF logo
$125.45 -3.75 (-2.90%)
Closing price 04:10 PM Eastern
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$125.40 -0.05 (-0.04%)
As of 04:55 PM 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)
$908.24M
Number of
Institutional Sellers
(last 12 months)
386
Total
Institutional Outflows
(last 12 months)
$602.37M
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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
10/10/2025Clarity Financial LLC3,075$399K0.0%N/A0.005%
10/9/2025U.S. Capital Wealth Advisors LLC6,313$819K0.0%-20.7%0.010%
10/9/2025Prosperity Planning Inc.22,925$2.97M0.8%-1.7%0.037%
10/8/2025 First County Bank CT 1,969$255K0.1%-5.8%0.003%
10/8/2025 Country Club Bank3,055$395K0.0%-19.7%0.005%
10/7/2025 Montecito Bank & Trust4,520$586K0.1%N/A0.007%
10/7/2025 Doliver Advisors LP3,721$483K0.1%-5.8%0.006%
10/6/2025 AssuredPartners Investment Advisors LLC3,004$390K0.1%-21.2%0.005%
10/6/2025 Grove Bank & Trust953$124K0.0%+20.5%0.002%
10/6/2025 Venture Visionary Partners LLC6,572$853K0.0%-12.3%0.011%
10/6/2025 Cambridge Financial Group LLC6,384$828K0.3%-4.2%0.010%
10/3/2025 First Citizens Financial Corp51,282$6.65M3.3%+2.1%0.084%
10/2/2025 First Hawaiian Bank26,678$3.46M0.4%-3.2%0.043%
9/26/2025Corient Private Wealth LLC113,949$14.08M0.0%-3.4%0.184%
9/24/2025Fortitude Financial LLC46,278$5.72M3.6%N/A0.075%
9/22/2025Caldwell Trust Co14,647$1.81M0.2%N/A0.024%
9/12/2025Valeo Financial Advisors LLC1,955$242K0.0%+13.5%0.003%
9/11/2025Milestones Private Investment Advisors LLC2,531$313K0.2%N/A0.004%
9/3/2025American Trust12,697$1.57M0.1%+43.3%0.020%
8/29/2025Total Investment Management Inc.238$29K0.0%N/A0.000%
8/27/2025Orion Porfolio Solutions LLC4,633$572K0.0%-5.2%0.007%
8/26/2025Thrivent Financial for Lutherans43,603$5.39M0.0%+13.4%0.070%
8/19/2025B. Riley Wealth Advisors Inc.3,797$469K0.0%N/A0.006%
8/19/2025Cape Investment Advisory Inc.3,055$378K0.1%+20.0%0.005%
8/19/2025Advisory Services Network LLC17,482$2.18M0.0%+42.6%0.028%
8/19/2025Asset Dedication LLC49,185$6.08M0.4%+4.5%0.079%
8/18/2025Geneos Wealth Management Inc.1,306$161K0.0%+85.5%0.002%
8/16/2025Teachers Insurance & Annuity Association of America19,578$2.42M3.0%+39.7%0.032%
8/15/2025Nikulski Financial Inc.26,423$3.27M0.9%-7.8%0.043%
8/15/2025Tower Research Capital LLC TRC 5,163$638K0.0%-60.0%0.008%
8/15/2025Blue Edge Capital LLC92,024$11.37M1.7%-22.6%0.148%
8/15/2025Corient Private Wealth LLC114,077$14.10M0.0%-3.3%0.184%
8/15/2025Equitable Holdings Inc.28,895$3.57M0.0%-71.6%0.047%
8/15/2025Captrust Financial Advisors63,748$7.88M0.0%+6.0%0.103%
8/15/2025Keel Point LLC10,657$1.32M0.1%-0.8%0.017%
8/15/2025Smartleaf Asset Management LLC623$77K0.0%-14.2%0.001%
8/15/2025Orion Porfolio Solutions LLC4,633$572K0.0%-5.2%0.007%
8/15/2025MML Investors Services LLC85,283$10.54M0.0%+10.1%0.138%
8/15/2025IHT Wealth Management LLC3,346$413K0.0%-6.3%0.005%
8/15/2025Great Valley Advisor Group Inc.5,209$643K0.0%-9.7%0.008%
8/15/2025EP Wealth Advisors LLC12,779$1.58M0.0%+2.5%0.021%
8/15/2025BNP Paribas Financial Markets72,700$8.98M0.0%+681.7%0.117%
8/15/2025Bank of America Corp DE2,392,099$295.62M0.0%+0.8%3.858%
8/15/2025Acas LLC10,289$1.32M0.9%-1.8%0.017%
8/15/2025Ameriprise Financial Inc.832,656$103.40M0.0%-9.6%1.343%
8/14/2025Jane Street Group LLC19,024$2.35M0.0%-44.0%0.031%
8/14/2025Ausdal Financial Partners Inc.1,867$231K0.0%-19.4%0.003%
8/14/2025Raymond James Financial Inc.849,192$104.94M0.0%-3.2%1.370%
8/14/2025Betterment LLC44,308$5.48M0.0%+68.4%0.071%
8/14/2025Quantinno Capital Management LP5,557$687K0.0%-1.8%0.009%
8/14/2025FAS Wealth Partners Inc.8,768$1.08M0.1%+1.0%0.014%
8/14/2025NewEdge Advisors LLC10,096$1.25M0.0%+10.9%0.016%
8/14/2025Ally Invest Advisors Inc.3,830$473K0.0%N/A0.006%
8/14/2025Cerity Partners LLC222,738$27.53M0.0%-3.6%0.359%
8/13/2025Stenger Family Office LLC13,128$1.65M0.4%N/A0.021%
8/13/2025Idaho Trust Co42,078$5.20M1.9%+6.6%0.068%
8/13/2025StoneX Group Inc.42,577$5.26M0.3%+6.7%0.069%
8/13/2025Vance Wealth LLC18,618$2.30M0.8%-17.6%0.030%
8/13/2025Cresset Asset Management LLC8,521$1.05M0.0%+7.6%0.014%
8/13/2025Strategic Family Wealth Counselors L.L.C.1,943$240K0.1%N/A0.003%
8/13/2025Brown Advisory Inc.3,187$394K0.0%-7.0%0.005%
8/13/2025Royal Fund Management LLC2,625$324K0.0%-13.8%0.004%
8/13/2025Baird Financial Group Inc.334,571$41.35M0.1%-1.9%0.540%
8/13/2025First Trust Advisors LP11,836$1.46M0.0%+4.4%0.019%
8/13/2025EverSource Wealth Advisors LLC3,342$413K0.0%+75.3%0.005%
8/13/2025River Wealth Advisors LLC29,457$3.64M0.5%-1.3%0.048%
8/13/2025Beacon Pointe Advisors LLC8,055$995K0.0%-3.2%0.013%
8/13/2025Wellspring Financial Advisors LLC9,785$1.21M0.0%-17.9%0.016%
8/13/2025M&T Bank Corp69,559$8.60M0.0%-2.4%0.112%
8/13/2025Boston Family Office LLC4,370$540K0.0%-3.7%0.007%
8/13/2025Willis Johnson & Associates Inc.470,118$58.10M3.9%+2.4%0.758%
8/13/2025Lido Advisors LLC151,737$18.75M0.1%-20.5%0.245%
8/13/2025Aspire Growth Partners LLC7,445$920K0.8%+2.9%0.012%
8/13/2025Oxler Private Wealth LLC18,335$2.27M0.7%-7.3%0.030%
8/13/2025Level Four Advisory Services LLC31,963$3.95M0.1%+3.1%0.052%
8/13/2025Northwestern Mutual Wealth Management Co.626,380$77.41M0.1%+6.0%1.010%
8/13/2025Elevation Point Wealth Partners LLC494$61K0.0%N/A0.001%
8/12/2025J.W. Cole Advisors Inc.5,597$692K0.0%+66.5%0.009%
8/12/2025Richmond Investment Services LLC2,023$250K0.1%N/A0.003%
8/12/2025Associated Banc Corp51,342$6.35M0.2%-15.5%0.083%
8/12/2025Financial Advocates Investment Management9,992$1.24M0.1%-18.4%0.016%
8/12/2025Columbia Bank17,838$2.27M0.7%+36.4%0.029%
8/12/2025Laurel Wealth Advisors LLC179,686$22.21M0.0%+12,258.0%0.290%
8/12/2025Steward Partners Investment Advisory LLC106,454$13.16M0.1%-1.4%0.172%
8/12/2025Global Retirement Partners LLC6,644$821K0.0%N/A0.011%
8/12/2025Coldstream Capital Management Inc.25,040$3.09M0.1%-5.1%0.040%
8/12/2025Cozad Asset Management Inc.21,706$2.68M0.2%+15.5%0.035%
8/12/2025Franklin Resources Inc.14,760$1.82M0.0%+62.9%0.024%
8/12/2025MAI Capital Management332,483$41.09M0.3%+0.7%0.536%
8/12/2025JPMorgan Chase & Co.422,787$52.25M0.0%-1.5%0.682%
8/12/2025PKS Advisory Services LLC5,045$623K0.2%-1.9%0.008%
8/11/2025Traub Capital Management LLC538$66K0.1%N/A0.001%
8/11/2025Wealthspire Advisors LLC261,290$32.29M0.2%-1.4%0.422%
8/11/2025Factorial Partners LLC18,900$2.34M1.7%-42.2%0.031%
8/11/2025Rothschild Investment LLC780$96K0.0%-17.0%0.001%
8/11/2025Sierra Capital LLC32,958$4.07M0.5%-7.3%0.053%
8/11/2025ANB Bank27,640$3.42M1.5%-19.8%0.045%
8/8/2025Blankinship & Foster LLC2,123$262K0.1%N/A0.003%
8/8/2025Rockefeller Capital Management L.P.215,311$26.61M0.1%+0.5%0.348%
8/8/2025Kingsview Wealth Management LLC15,629$1.93M0.0%-2.7%0.025%
(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, 809 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 647 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 7,380,079 shares in the last 24 months. This purchase volume represents approximately $908.24M in transactions.

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

Of the 384 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 4,901,550 shares in the last 24 months. This volume of shares sold represents approximately $602.37M in transactions.


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This page (NYSEARCA:IJJ) was last updated on 10/10/2025 by MarketBeat.com Staff
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