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MarketBeat Week in Review – 9/18 - 9/22
Birthplace of the atomic bomb braces for its biggest mission since the top-secret Manhattan Project
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WARNING: Mandatory U.S. Dollar Recall is Weeks Away (Ad)
Auto workers still have room to expand their strike against car makers. But they also face risks
At UN, African leaders say enough is enough: They must be partnered with, not sidelined
S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
3 Reasons This Sleeping Giant Is About To Wake Up
WARNING: Mandatory U.S. Dollar Recall is Weeks Away (Ad)
MarketBeat Week in Review – 9/18 - 9/22
Birthplace of the atomic bomb braces for its biggest mission since the top-secret Manhattan Project
WARNING: Mandatory U.S. Dollar Recall is Weeks Away (Ad)
Minnesota's would-be head of cannabis regulation quits amid reports she sold illegal products
MILAN FASHION PHOTOS: Naomi Campbell stuns at Dolce&Gabbana in collection highlighting lingerie
WARNING: Mandatory U.S. Dollar Recall is Weeks Away (Ad)
Auto workers still have room to expand their strike against car makers. But they also face risks
At UN, African leaders say enough is enough: They must be partnered with, not sidelined
S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
3 Reasons This Sleeping Giant Is About To Wake Up
WARNING: Mandatory U.S. Dollar Recall is Weeks Away (Ad)
MarketBeat Week in Review – 9/18 - 9/22
Birthplace of the atomic bomb braces for its biggest mission since the top-secret Manhattan Project
WARNING: Mandatory U.S. Dollar Recall is Weeks Away (Ad)
Minnesota's would-be head of cannabis regulation quits amid reports she sold illegal products
MILAN FASHION PHOTOS: Naomi Campbell stuns at Dolce&Gabbana in collection highlighting lingerie
WARNING: Mandatory U.S. Dollar Recall is Weeks Away (Ad)
Auto workers still have room to expand their strike against car makers. But they also face risks
At UN, African leaders say enough is enough: They must be partnered with, not sidelined
S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
3 Reasons This Sleeping Giant Is About To Wake Up
WARNING: Mandatory U.S. Dollar Recall is Weeks Away (Ad)
MarketBeat Week in Review – 9/18 - 9/22
Birthplace of the atomic bomb braces for its biggest mission since the top-secret Manhattan Project
WARNING: Mandatory U.S. Dollar Recall is Weeks Away (Ad)
Minnesota's would-be head of cannabis regulation quits amid reports she sold illegal products
MILAN FASHION PHOTOS: Naomi Campbell stuns at Dolce&Gabbana in collection highlighting lingerie
WARNING: Mandatory U.S. Dollar Recall is Weeks Away (Ad)
Auto workers still have room to expand their strike against car makers. But they also face risks
At UN, African leaders say enough is enough: They must be partnered with, not sidelined
NYSEARCA:IJJ

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

$101.34
-0.12 (-0.12%)
(As of 09/22/2023 ET)
Compare
Today's Range
$101.24
▼
$102.13
50-Day Range
$101.28
▼
$111.91
52-Week Range
$89.62
▼
$116.78
Volume
130,247 shs
Average Volume
356,893 shs
Market Capitalization
$6.75 billion
Assets Under Management
$6.64 billion
Dividend Yield
1.95%
Net Expense Ratio
0.18%
ProfileChartHoldingsOptions ChainRatings

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

Number of
Institutional Buyers
(last 12 months)
440
Total
Institutional Inflows
(last 12 months)
$6.14 B
Number of
Institutional Sellers
(last 12 months)
330
Total
Institutional Outflows
(last 12 months)
$760.96 M
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Skip Chart & View Institutional Buying and Selling Data

IJJ Institutional Buying and Selling by Quarter


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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/14/2023IMS Capital Management2,146$0.23M0.1%-11.7%0.003%
9/13/2023AWM Capital LLC5,634$0.60M0.1%-28.2%0.008%
8/22/2023Idaho Trust Bank32,084$3.44M2.2%N/A0.048%
8/22/2023Asset Dedication LLC57,197$6.12M0.5%+2.4%0.086%
8/21/2023BOKF NA339,739$36.40M0.7%-3.8%0.510%
8/21/2023Blue Edge Capital LLC108,452$11.62M2.3%-0.3%0.163%
8/21/2023Osaic Holdings Inc.325,406$34.87M0.1%-14.5%0.489%
8/17/2023Vicus Capital11,456$1.23M0.1%+13.9%0.017%
8/17/2023Imprint Wealth LLC76,328$7.63M0.3%N/A0.115%
8/16/2023PCA Investment Advisory Services Inc.843$90K0.1%N/A0.001%
8/16/2023Sunbelt Securities Inc.8,399$0.90M0.1%+8.4%0.013%
8/15/2023Alliancebernstein L.P.5,407$0.58M0.0%+1.8%0.008%
8/15/2023Equitable Holdings Inc.186,279$19.96M0.3%+0.5%0.280%
8/15/2023Imprint Wealth LLC76,328$7.63M0.0%N/A0.115%
8/15/2023Wells Fargo & Company MN4,193,507$449.25M0.1%-9.5%6.297%
8/15/2023EPG Wealth Management LLC4,162$0.45M0.1%-8.4%0.006%
8/15/2023Moneta Group Investment Advisors LLC54,905$5.88M0.1%+23.7%0.082%
8/15/2023First Citizens Bank & Trust Co.8,604$0.92M0.0%-7.5%0.013%
8/15/2023IHT Wealth Management LLC3,511$0.38M0.0%+11.2%0.005%
8/15/2023Trail Ridge Investment Advisors LLC27,471$2.94M1.8%-0.4%0.041%
8/15/2023Goldman Sachs Group Inc.27,683$2.97M0.0%-58.7%0.042%
8/15/2023Wealthsource Partners LLC2,847$0.31M0.0%-7.2%0.004%
8/15/2023Belpointe Asset Management LLC19,324$2.07M0.2%+9.8%0.029%
8/15/2023Laurel Wealth Advisors LLC1,015$0.11M0.0%-37.2%0.002%
8/15/2023Harbour Investments Inc.2,174$0.23M0.0%+16.4%0.003%
8/15/2023Waverly Advisors LLC10,505$1.13M0.0%-2.1%0.016%
8/15/2023Captrust Financial Advisors57,558$6.17M0.0%-4.9%0.086%
8/15/2023Royal Bank of Canada487,963$52.28M0.0%+2.9%0.733%
8/15/2023Rockefeller Capital Management L.P.191,061$20.47M0.1%+12.2%0.287%
8/15/2023SRS Capital Advisors Inc.96,826$10.37M1.3%+502.5%0.145%
8/15/2023Stifel Financial Corp212,364$22.75M0.0%+16.9%0.319%
8/15/2023HMS Capital Management LLC2,124$0.23M0.1%-31.8%0.003%
8/15/2023Balentine LLC854$91K0.0%+14.6%0.001%
8/15/2023Beacon Pointe Advisors LLC5,194$0.56M0.0%-17.9%0.008%
8/15/2023Broadview Financial Management LLC45,992$4.93M4.2%+0.4%0.069%
8/15/2023Citadel Advisors LLC41,477$4.44M0.0%-18.5%0.062%
8/15/2023Cadence Bank6,037$0.65M0.1%-3.9%0.009%
8/14/2023Mercer Global Advisors Inc. ADV73,520$7.88M0.0%+4.6%0.110%
8/14/2023United Capital Financial Advisers LLC12,210$1.31M0.0%-1.8%0.018%
8/14/2023Chilton Capital Management LLC300$32K0.0%N/A0.000%
8/14/2023IFP Advisors Inc4,319$0.46M0.0%-28.3%0.006%
8/14/2023Resurgent Financial Advisors LLC609$65K0.0%N/A0.001%
8/14/2023Tower Research Capital LLC TRC 15,267$1.64M0.1%-9.2%0.023%
8/14/2023Two Sigma Securities LLC2,116$0.23M0.0%-43.4%0.003%
8/14/2023MML Investors Services LLC68,956$7.39M0.0%+23.8%0.104%
8/14/2023American Trust16,980$1.82M0.1%-0.6%0.025%
8/14/2023Bleakley Financial Group LLC41,272$4.42M0.1%-1.2%0.062%
8/14/2023Union Savings Bank490$55K0.0%N/A0.001%
8/14/2023Asset Management Group Inc.90,189$9.66M2.1%-0.8%0.135%
8/14/2023Thrivent Financial for Lutherans19,605$2.10M0.0%-89.6%0.029%
8/14/2023Cerity Partners LLC273,078$29.26M0.1%-46.8%0.410%
8/11/2023Bryn Mawr Capital Management LLC41,323$4.43M0.4%-9.6%0.062%
8/11/2023Tiemann Investment Advisors LLC20,318$2.18M1.1%+4.6%0.030%
8/11/2023Robertson Stephens Wealth Management LLC6,325$0.68M0.0%-80.5%0.009%
8/11/2023Cibc World Market Inc.53,121$5.69M0.0%+1.7%0.079%
8/11/2023Baird Financial Group Inc.349,197$37.41M0.1%+0.2%0.521%
8/11/2023BlackRock Inc.2,913$0.31M0.0%-22.1%0.004%
8/11/2023Buckingham Strategic Wealth LLC21,032$2.25M0.0%-2.2%0.031%
8/11/2023Kestra Advisory Services LLC71,411$7.65M0.1%-33.6%0.107%
8/11/2023Financial Engines Advisors L.L.C.816,187$87.44M0.2%+0.2%1.217%
8/11/2023Franklin Resources Inc.6,184$0.66M0.0%-2.6%0.009%
8/11/2023First Citizens Asset Management Inc.5,016$0.54M0.2%+12.0%0.007%
8/11/2023Flaharty Asset Management LLC87,426$9.37M1.6%-48.2%0.130%
8/11/2023D.A. Davidson & CO.864,862$92.65M1.0%+3.1%1.290%
8/11/2023JPMorgan Chase & Co.295,705$31.68M0.0%+2.0%0.441%
8/11/2023PNC Financial Services Group Inc.1,358,865$145.58M0.1%+1.7%2.027%
8/11/2023Northern Trust Corp669,135$71.68M0.0%-1.2%0.998%
8/10/2023Osaic Holdings Inc.355,122$34.84M0.1%-6.6%0.530%
8/10/2023Davis R M Inc.1,923$0.21M0.0%N/A0.003%
8/10/2023Commonwealth Equity Services LLC529,120$56.69M0.1%+118.9%0.789%
8/10/2023Ground Swell Capital LLC6,808$0.73M1.8%N/A0.010%
8/10/2023Hirtle Callaghan & Co LLC17,851$1.91M0.1%+94.0%0.027%
8/10/2023Ruggaard & Associates LLC1,942$0.21M0.1%N/A0.003%
8/10/2023Thompson Siegel & Walmsley LLC1,998$0.21M0.0%+58.8%0.003%
8/10/2023Great Lakes Advisors LLC71,184$7.63M0.1%+1.3%0.106%
8/10/2023Heron Financial Group LLC74,264$7.96M4.3%-4.4%0.111%
8/10/2023Russell Investments Group Ltd.1,030$0.11M0.0%N/A0.002%
8/10/2023National Wealth Management Group LLC7,875$0.86M0.9%N/A0.012%
8/10/2023US Bancorp DE95,897$10.27M0.0%-2.7%0.143%
8/10/2023Private Advisor Group LLC41,036$4.45M0.0%-34.8%0.061%
8/10/2023Nwam LLC9,197$0.99M0.1%+140.6%0.014%
8/10/2023Cetera Advisors LLC5,071$0.54M0.0%+3.6%0.008%
8/10/2023King Wealth40,820$4.37M0.9%-3.7%0.061%
8/10/2023Cetera Advisor Networks LLC70,289$7.53M0.1%-31.2%0.105%
8/10/2023Wintrust Investments LLC15,200$1.63M0.2%-3.6%0.023%
8/10/2023Oxler Private Wealth LLC22,701$2.43M1.2%-37.2%0.034%
8/10/2023Citigroup Inc.10,203$1.09M0.0%+6.8%0.015%
8/10/2023Cetera Investment Advisers74,525$7.98M0.1%-20.4%0.111%
8/9/2023Spire Wealth Management27,489$2.95M0.1%+19.0%0.041%
8/9/2023Flow Traders U.S. LLC7,630$0.82M0.0%N/A0.011%
8/9/2023Alesco Advisors LLC233,621$25.03M0.9%-1.2%0.348%
8/9/2023Lido Advisors LLC282,946$30.31M0.2%+4.3%0.422%
8/9/2023River Wealth Advisors LLC34,397$3.69M0.6%-1.8%0.051%
8/9/2023Coastal Investment Advisors Inc.728$78K0.0%N/A0.001%
8/9/2023Kalos Management Inc.13,549$1.45M3.1%+1.5%0.020%
8/9/2023Soltis Investment Advisors LLC28,125$3.01M0.4%+1.7%0.042%
8/8/2023Synovus Financial Corp6,108$0.65M0.0%-5.6%0.009%
8/8/2023Cosner Financial Group LLC38,734$4.15M3.4%N/A0.058%
8/8/2023FORVIS Wealth Advisors LLC2,277$0.24M0.0%-6.8%0.003%
8/8/2023Bradley Foster & Sargent Inc. CT3,999$0.43M0.0%+11.2%0.006%
(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, 761 institutional investors and hedge funds held shares of iShares S&P Mid-Cap 400 Value ETF. The most heavily invested institutionals were Morgan Stanley ($454.97M), Wells Fargo & Company MN ($449.25M), FMR LLC ($386.89M), Bank of America Corp DE ($237.49M), UBS Group AG ($204.60M), Envestnet Asset Management Inc. ($201.03M), and Ameriprise Financial Inc. ($198M).Learn more on IJJ's institutional investors.

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

Of the 654 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: Moneta Group Investment Advisors LLC ($46.18M), CFS Investment Advisory Services LLC ($11.86M), Assetmark Inc. ($1.50M), SRS Capital Advisors Inc. ($0.65M), M&T Bank Corp ($0.60M), Barber Financial Group Inc. ($0.59M), and Envestnet Asset Management Inc. ($0.59M).

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

Institutional investors have bought a total of 77,772,179 shares in the last 24 months. This purchase volume represents approximately $7.84B 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: First Command Advisory Services Inc. ($8.35M), CFS Investment Advisory Services LLC ($4.54M), Barber Financial Group Inc. ($1.08M), Wells Fargo & Company MN ($1.02M), Allworth Financial LP ($0.82M), Natixis Advisors L.P. ($0.61M), and Brookstone Capital Management ($0.60M).

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

Institutional investors have sold a total of 28,005,364 shares in the last 24 months. This volume of shares sold represents approximately $2.87B in transactions.


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This page (NYSEARCA:IJJ) was last updated on 9/24/2023 by MarketBeat.com Staff

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