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

iShares S&P Mid-Cap 400 Value ETF logo
$118.63 -0.13 (-0.11%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$118.62 -0.01 (-0.01%)
As of 05/23/2025 07:45 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Number of
Institutional Buyers
(last 12 months)
428
Total
Institutional Inflows
(last 12 months)
$895.02M
Number of
Institutional Sellers
(last 12 months)
351
Total
Institutional Outflows
(last 12 months)
$384.85M
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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
5/21/2025 Geneos Wealth Management Inc.704$84K0.0%+16.4%0.001%
5/20/2025 Belpointe Asset Management LLC15,413$1.85M0.1%+375.0%0.024%
5/20/2025 Focus Partners Wealth117,697$14.09M0.0%+64.0%0.185%
5/20/2025 Flaharty Asset Management LLC95,361$11.42M1.6%-6.8%0.150%
5/19/2025 Jane Street Group LLC33,973$4.07M0.0%+1,449.2%0.053%
5/19/2025 SCS Capital Management LLC7,493$897K0.0%N/A0.012%
5/16/2025 American Trust8,861$1.06M0.3%-32.6%0.014%
5/16/2025 Arete Wealth Advisors LLC1,673$200K0.0%N/A0.003%
5/16/2025 Great Lakes Advisors LLC5,452$653K0.0%-91.7%0.009%
5/16/2025 Signature Estate & Investment Advisors LLC44,422$5.32M0.1%+48.7%0.070%
5/16/2025 Hamilton Capital LLC1,787$214K0.0%-93.0%0.003%
5/16/2025 Ashton Thomas Private Wealth LLC30,553$3.66M0.1%+19.2%0.048%
5/16/2025 Goldman Sachs Group Inc.73,433$8.79M0.0%+163.7%0.116%
5/16/2025 Cape Investment Advisory Inc.2,545$305K0.1%+1,771.3%0.004%
5/16/2025 Jones Financial Companies Lllp132,344$14.58M0.0%-15.2%0.208%
5/16/2025 Pinnacle Family Advisors LLC5,594$670K0.4%-2.6%0.009%
5/16/2025 NewEdge Advisors LLC9,103$1.09M0.0%+15.8%0.014%
5/16/2025 Integrated Wealth Concepts LLC2,910$348K0.0%+5.6%0.005%
5/16/2025 Hancock Whitney Corp5,499$658K0.0%+7.3%0.009%
5/16/2025 Clark Capital Management Group Inc.4,279$512K0.0%N/A0.007%
5/16/2025 AQR Capital Management LLC19,501$2.34M0.0%+268.5%0.031%
5/16/2025 Alexis Investment Partners LLC6,460$773K0.4%-9.4%0.010%
5/15/2025 GW Henssler & Associates Ltd.445,141$53.30M3.0%+6.1%0.700%
5/15/2025 Flputnam Investment Management Co.2,126$255K0.0%-68.2%0.003%
5/15/2025 Royal Bank of Canada542,879$65.00M0.0%+3.5%0.854%
5/15/2025 Betterment LLC26,312$3.15M0.0%+5.9%0.041%
5/15/2025 Retirement Planning Co of New England Inc.2,195$263K0.1%-14.6%0.003%
5/15/2025 MAI Capital Management330,251$39.54M0.3%-7.7%0.520%
5/15/2025 Connecticut Wealth Management LLC5,957$713K0.0%-9.7%0.009%
5/15/2025 Baird Financial Group Inc.341,094$40.84M0.1%-5.7%0.537%
5/15/2025 Earnest Partners LLC7,948$952K0.0%+63.7%0.013%
5/14/2025 Wealth Preservation Advisors LLC2,489$298K0.2%N/A0.004%
5/14/2025 Ieq Capital LLC17,148$2.05M0.0%N/A0.027%
5/14/2025 Quadcap Wealth Management LLC2,004$240K0.0%-9.1%0.003%
5/14/2025 Per Stirling Capital Management LLC.32,359$3.87M0.6%-2.9%0.051%
5/14/2025 PKS Advisory Services LLC5,141$616K0.2%+18.9%0.008%
5/14/2025 Comerica Bank97,961$11.73M0.0%+3.0%0.154%
5/14/2025 B&D White Capital Company LLC31,423$3.76M0.5%+1,465.7%0.049%
5/14/2025 Northwestern Mutual Wealth Management Co.591,070$70.77M0.1%-1.1%0.930%
5/14/2025 Kestra Advisory Services LLC101,726$12.18M0.1%-4.9%0.160%
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5/14/2025 Broadview Financial Management LLC43,074$5.16M3.8%-1.1%0.068%
5/14/2025 Compound Planning Inc.7,431$890K0.0%+55.9%0.012%
5/14/2025 Ameriprise Financial Inc.921,333$110.44M0.0%-6.7%1.450%
5/14/2025 Guidance Point Advisors LLC20,023$2.40M0.7%+0.9%0.032%
5/14/2025 Integras Partners LLC4,740$567K0.5%-3.1%0.007%
5/14/2025 CW Advisors LLC9,479$1.14M0.0%+1.1%0.015%
5/14/2025 Summit Financial LLC1,915$229K0.0%N/A0.003%
5/14/2025 Flow Traders U.S. LLC9,362$1.12M0.0%N/A0.015%
5/14/2025 Tiemann Investment Advisors LLC18,541$2.22M1.0%-1.7%0.029%
5/14/2025 Asset Management Group Inc.90,278$10.81M2.0%-0.7%0.142%
5/14/2025 Capital Analysts LLC10,671$1.28M0.0%-4.9%0.017%
5/14/2025 Level Four Advisory Services LLC30,992$3.71M0.2%-1.4%0.049%
5/14/2025 Venture Visionary Partners LLC7,588$909K0.0%-49.3%0.012%
5/14/2025 Hsbc Holdings PLC2,787$334K0.0%N/A0.004%
5/14/2025 Texas Capital Bank Wealth Management Services Inc20,798$2.49M0.3%+220.0%0.033%
5/14/2025 Fairscale Capital LLC3,483$417K0.4%+14.2%0.005%
5/14/2025 RWA Wealth Partners LLC20,131$2.41M0.0%+855.0%0.032%
5/13/2025 Northern Trust Corp713,470$85.42M0.0%+1.2%1.123%
5/13/2025 Blue Edge Capital LLC118,831$14.23M2.3%-6.9%0.187%
5/13/2025 Steward Partners Investment Advisory LLC107,992$12.93M0.1%-1.8%0.170%
5/13/2025 Raymond James Financial Inc.876,953$105.00M0.0%+2.7%1.380%
5/13/2025 DDFG Inc41,141$4.93M1.4%+70.4%0.065%
5/13/2025 Cresset Asset Management LLC7,916$948K0.0%-6.6%0.012%
5/13/2025 Boston Family Office LLC4,536$543K0.0%-21.6%0.007%
5/13/2025 Gen Wealth Partners Inc2,365$283K0.1%+6.8%0.004%
5/13/2025 Nations Financial Group Inc. IA ADV79,515$9.52M0.7%-4.5%0.125%
5/13/2025 Kovitz Investment Group Partners LLC16,227$1.94M0.0%-2.2%0.026%
5/13/2025 Cookson Peirce & Co. Inc.4,306$516K0.0%-3.9%0.007%
5/13/2025 Evensky & Katz LLC592,199$70.90M4.8%-7.0%0.932%
5/13/2025 Centerpoint Advisors LLC33,958$4.07M1.5%-2.7%0.053%
5/13/2025 Heck Capital Advisors LLC22,654$2.71M0.3%-32.3%0.036%
5/13/2025 Russell Investments Group Ltd.1,995$239K0.0%+57.0%0.003%
5/13/2025 Callan Family Office LLC2,580$309K0.0%-7.0%0.004%
5/13/2025 HighTower Advisors LLC438,182$52.46M0.1%+12.2%0.690%
5/13/2025 Nuance Investments LLC5,247$628K0.0%+91.8%0.008%
5/12/2025 Financial Engines Advisors L.L.C.672,365$80.50M0.2%-2.6%1.058%
5/12/2025 Houlihan Financial Resource Group Ltd.7,726$925K0.4%-2.9%0.012%
5/12/2025 SouthState Corp7,406$887K0.0%+125.4%0.012%
5/12/2025 Cobblestone Capital Advisors LLC NY4,444$532K0.0%-2.3%0.007%
5/12/2025 Campion Asset Management27,966$3.35M2.6%-0.8%0.044%
5/12/2025 Koss Olinger Consulting LLC1,751$210K0.0%N/A0.003%
5/12/2025 National Bank of Canada FI1,954$234K0.0%+8.2%0.003%
5/12/2025 AlphaCore Capital LLC3,183$381K0.0%-73.1%0.005%
5/12/2025 Fayez Sarofim & Co3,526$422K0.0%-17.5%0.006%
5/12/2025 Alesco Advisors LLC28,114$3.37M0.1%-1.1%0.044%
5/9/2025 1834 Investment Advisors Co.119,904$14.36M1.8%-12.4%0.189%
5/9/2025 Chicago Partners Investment Group LLC12,052$1.40M0.0%-10.5%0.019%
5/9/2025 Citizens Financial Group Inc. RI8,614$1.03M0.0%+1.9%0.014%
5/9/2025 Renasant Bank11,674$1.40M0.9%-4.6%0.018%
5/9/2025 Wealthspire Advisors LLC265,060$31.74M0.2%+123.1%0.417%
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5/9/2025 Associated Banc Corp60,755$7.27M0.2%+0.2%0.096%
5/9/2025 Atria Wealth Solutions Inc.72,938$8.73M0.1%-5.4%0.115%
5/9/2025 Empower Advisory Group LLC1,840$220K0.0%-24.6%0.003%
5/9/2025 New Age Alpha Advisors LLC6,946$832K0.0%N/A0.011%
5/9/2025 Factorial Partners LLC32,700$3.92M2.4%+7.2%0.051%
5/9/2025 Commonwealth Equity Services LLC333,830$39.97M0.1%-2.0%0.525%
5/9/2025 Blair William & Co. IL15,702$1.88M0.0%+2.0%0.025%
5/9/2025 Liberty Wealth Management LLC420,643$50.36M0.9%+11,352.3%0.662%
5/9/2025 PNC Financial Services Group Inc.1,415,718$169.50M0.1%+0.6%2.228%
5/8/2025 SPC Financial Inc.164,688$19.72M1.7%+0.4%0.259%
(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, 805 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. ($236.93M), UBS Group AG ($223.64M), and PNC Financial Services Group Inc. ($169.50M).Learn more on IJJ's institutional investors.

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

Of the 645 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. ($876.95K), Liberty Wealth Management LLC ($809.72K), Midland Wealth Advisors LLC ($571.09K), Modern Wealth Management LLC ($543.10K), Commonwealth Equity Services LLC ($524.18K), LPL Financial LLC ($498.43K), and International Assets Investment Management LLC ($475.77K).

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

Institutional investors have bought a total of 12,611,115 shares in the last 24 months. This purchase volume represents approximately $1.47B in transactions.

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

Of the 466 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), Commonwealth Equity Services LLC ($432.02K), Lido Advisors LLC ($289.30K), Smith Anglin Financial LLC ($280.15K), Cerity Partners LLC ($248.21K), International Assets Investment Management LLC ($235.92K), and Bank of New York Mellon Corp ($197.83K).

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

Institutional investors have sold a total of 7,661,792 shares in the last 24 months. This volume of shares sold represents approximately $867.28M in transactions.



This page (NYSEARCA:IJJ) was last updated on 5/25/2025 by MarketBeat.com Staff
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