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

iShares S&P Mid-Cap 400 Value ETF logo
$151.57 +0.29 (+0.19%)
As of 03:28 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)
350
Total
Institutional Inflows
(last 12 months)
$860.37M
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$401.85M
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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
8/7/2026 Trust Co. of Vermont12,012$1.78M0.1%N/A0.020%
8/6/2026 Clearstead Trust LLC920$136K0.0%N/A0.002%
7/10/2026 Heck Capital Advisors LLC18,071$2.67M0.2%-6.6%0.030%
7/10/2026 JFS Wealth Advisors LLC46,850$6.92M0.3%+0.7%0.079%
7/10/2026 Prosperity Planning Inc.23,372$3.45M0.8%-1.2%0.039%
7/10/2026 FC Advisory LLC4,636$685K0.2%-1.7%0.008%
7/10/2026 Alliance Private Wealth LLC13,645$2.02M0.7%+45.2%0.023%
7/10/2026 Fulton Bank N.A.9,431$1.39M0.0%-1.2%0.016%
7/10/2026 Wealthcare Advisory Partners LLC1,936$286K0.0%-44.5%0.003%
7/9/2026 Shrier Wealth Management LLC1,447$214K0.1%N/A0.002%
7/9/2026 Professional Financial Advisors LLC4,805$710K0.1%+4.3%0.008%
7/9/2026 StoneCrest Wealth Management Inc.6,162$910K0.3%-1.3%0.010%
7/9/2026 Whitaker Myers Wealth Managers LTD.29,283$4.33M0.7%+5.8%0.049%
7/9/2026 Adamsbrown Wealth Consultants LLC1,419$210K0.0%N/A0.002%
7/9/2026 Breakwater Capital Group16,288$2.41M0.3%-1.4%0.027%
7/9/2026 Valeo Financial Advisors LLC2,136$316K0.0%-13.7%0.004%
7/9/2026 Flaharty Asset Management LLC4,553$668K1.0%-92.3%0.008%
7/8/2026 First Heartland Consultants Inc.7,613$1.13M0.1%+251.6%0.013%
7/8/2026 Kwmg LLC2,588$382K0.0%-10.4%0.004%
7/8/2026 OFS Enterprise LLC62,340$9.21M2.4%+1.6%0.105%
7/7/2026 First Citizens Financial Corp50,093$7.40M3.1%-0.7%0.085%
7/7/2026 GAMMA Investing LLC1,174$173K0.0%+108.5%0.002%
7/7/2026 Avior Wealth Management LLC16,306$2.41M0.1%-1.7%0.028%
7/7/2026 Harbor Investment Advisory LLC13,619$2.01M0.1%+7.6%0.023%
7/7/2026 CoreCap Advisors LLC1,299$192K0.0%-7.1%0.002%
7/7/2026 Pacific Excel Wealth Advisors Inc.2,287$338K0.1%N/A0.004%
6/3/2026 Parallel Advisors LLC5,099$676K0.0%+52.0%0.009%
6/3/2026 NewEdge Advisors LLC8,391$1.11M0.0%-9.4%0.014%
6/2/2026Blue Edge Capital LLC76,475$10.13M1.3%+2.6%0.128%
6/1/2026 Financial Solutions Advisory Group Inc.1,810$240K0.0%N/A0.003%
5/29/2026 Ramiah Investment Group7,645$1.01M0.9%-68.4%0.013%
5/29/2026 Asset Dedication LLC50,770$6.73M0.5%-1.8%0.085%
5/28/2026Cozad Asset Management Inc.18,348$2.43M0.2%-8.1%0.031%
5/26/2026 Glenmede Trust Co. NA17,978$2.38M0.0%-0.9%0.030%
5/19/2026Bank of America Corp DE2,402,568$318.34M0.0%+1.3%4.018%
5/19/2026 Arkadios Wealth Advisors56,397$7.47M0.1%+1.0%0.094%
5/18/2026Royal Bank of Canada558,496$74M0.0%+3.8%0.934%
5/16/2026KCM Investment Advisors LLC1,649$218K0.0%N/A0.003%
5/16/2026Quantinno Capital Management LP18,072$2.40M0.0%+35.9%0.030%
5/15/2026 Gateway Wealth Partners LLC3,154$418K0.0%+100.3%0.005%
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5/15/2026Waverly Advisors LLC40,633$5.38M0.0%+2.3%0.068%
5/15/2026Asset Management Group Inc.89,492$11.86M1.9%-0.2%0.150%
5/14/2026Renaissance Technologies LLC2,900$384K0.0%N/A0.005%
5/14/2026 Lido Advisors LLC176,595$23.40M0.1%+7.4%0.295%
5/13/2026 Cetera Investment Advisers103,300$13.69M0.0%+8.6%0.173%
5/13/2026 First Citizens Bank & Trust Co.15,630$2.07M0.0%-3.0%0.026%
5/13/2026 Alesco Advisors LLC An ESL Co27,300$3.62M0.1%-1.2%0.046%
5/8/2026 PNC Financial Services Group Inc.1,350,338$178.92M0.1%+0.7%2.258%
5/8/2026 Cassaday & Co Wealth Management LLC97,149$12.87M0.3%-1.5%0.162%
5/8/2026 Johnson Financial Group Inc.385$51K0.0%-44.4%0.001%
5/7/2026 Parallel Advisors LLC5,099$676K0.0%+52.0%0.009%
5/7/2026 Decker Wealth Management LLC1,720$228K0.1%N/A0.003%
5/6/2026 Sterling Financial Planning Inc.153,885$20.39M6.0%+0.6%0.257%
5/6/2026 Quadrant Private Wealth Management LLC13,714$1.82M0.3%-23.9%0.023%
5/6/2026 Advisortrust Partners LLC268$36K0.0%N/A0.000%
5/6/2026 Astra Wealth Partners LLC31,544$4.18M2.5%+4.9%0.053%
5/6/2026 Assetmark Inc.791$105K0.0%-33.2%0.001%
5/6/2026 Main Street Group LTD1,085$144K0.0%N/A0.002%
5/6/2026 Bessemer Group Inc.11,738$1.56M0.0%-11.1%0.020%
5/6/2026 Gerald Baker Financial Group LLC11,817$1.48M0.5%N/A0.020%
5/6/2026Allspring Global Investments Holdings LLC2,870$382K0.0%-55.7%0.005%
5/6/2026 Independent Financial Group LLC5,245$695K0.0%N/A0.009%
5/5/2026 D.A. Davidson & CO.1,091,192$144.58M0.9%+3.6%1.825%
5/5/2026 Bank of New York Mellon Corp407,817$54.04M0.0%-1.8%0.682%
5/5/2026 SouthState Bank Corp3,784$501K0.0%-3.2%0.006%
5/5/2026Sanctuary Advisors LLC29,381$3.89M0.0%-7.4%0.049%
5/5/2026 BlueChip Wealth Advisors LLC1,516$201K0.1%N/A0.003%
5/5/2026 Sigma Planning Corp12,624$1.67M0.0%-33.8%0.021%
5/5/2026 Members Trust Co23,523$3.12M0.1%-2.3%0.039%
5/5/2026 Nwam LLC9,391$1.24M0.1%-2.8%0.016%
5/4/2026 Calamos Wealth Management LLC3,864$512K0.0%+25.5%0.006%
5/4/2026 Calamos Advisors LLC3,864$512K0.0%N/A0.006%
5/4/2026 AMG National Trust Bank9,325$1.24M0.0%+5.5%0.016%
5/4/2026 Lutz Financial Services LLC118,830$15.75M1.1%-1.0%0.199%
5/4/2026 Bryn Mawr Trust Advisors LLC55,402$7.34M0.4%+42.4%0.093%
5/4/2026 Bleakley Financial Group LLC35,823$4.75M0.1%-0.5%0.060%
5/4/2026 Chicago Partners Investment Group LLC12,766$1.80M0.0%+5.4%0.021%
5/4/2026 Parr Mcknight Wealth Management Group LLC48,051$6.37M0.8%N/A0.080%
5/2/2026 International Assets Investment Management LLC2,065$275K0.0%+11.3%0.003%
5/2/2026 Associated Banc Corp42,996$5.70M0.2%-2.7%0.072%
5/2/2026 Pittenger & Anderson Inc.44,390$5.88M0.2%-0.6%0.074%
5/2/2026 Carnegie Investment Counsel2,061$273K0.0%-11.9%0.003%
5/1/2026 Midwest Trust Co29,895$3.96M0.0%+0.8%0.050%
5/1/2026 Fifth Third Bancorp155,807$20.64M0.0%+116.2%0.261%
5/1/2026American Trust13,272$1.76M0.2%-1.1%0.022%
5/1/2026 Cedar Mountain Advisors LLC202$27K0.0%N/A0.000%
4/30/2026Hsbc Holdings PLC100,692$13.27M0.0%+6,088.8%0.168%
4/30/2026 First Horizon Corp4,586$608K0.0%+3.6%0.008%
4/30/2026 Kestra Advisory Services LLC102,835$13.63M0.1%+5.4%0.172%
4/30/2026 CFS Investment Advisory Services LLC32,925$4.66M0.3%-1.4%0.055%
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4/29/2026 Childress Capital Advisors LLC2,961$392K0.1%N/A0.005%
4/29/2026 Renasant Bank3,000$398K0.3%-49.9%0.005%
4/29/2026 Bank of Stockton4,790$635K0.2%-37.6%0.008%
4/29/2026 Dumont & Blake Investment Advisors LLC17,295$2.29M0.6%-3.2%0.029%
4/28/2026 Whittier Trust Co. of Nevada Inc.27,171$3.64M0.1%-1.1%0.045%
4/28/2026 Columbia Bank21,360$2.83M0.8%+7.8%0.036%
4/28/2026 QRG Capital Management Inc.6,020$798K0.0%-10.4%0.010%
4/27/2026 HB Wealth Management LLC29,680$3.93M0.0%+3.0%0.050%
4/27/2026 BIP Wealth LLC2,351$312K0.0%N/A0.004%
4/27/2026World Investment Advisors265,442$35.17M0.6%+3.7%0.443%


IJJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 820 institutional investors and hedge funds held shares of iShares S&P Mid-Cap 400 Value ETF. The most heavily invested institutionals were Morgan Stanley ($526.47M), Wells Fargo & Company MN ($464.01M), FMR LLC ($420.68M), Bank of America Corp DE ($318.34M), UBS Group AG ($281.56M), Envestnet Asset Management Inc. ($255.36M), and PNC Financial Services Group Inc. ($178.92M).Learn more on iShares S&P Mid-Cap 400 Value ETF's 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.

Of the 635 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: Northwestern Mutual Wealth Management Co. ($3.18M), Raymond James Financial Inc. ($894.95K), Modern Wealth Management LLC ($543.10K), World Investment Advisors ($517.28K), Liberty Wealth Management LLC ($416.97K), Envestnet Asset Management Inc. ($263.60K), and Balance Wealth LLC ($251.19K).

Institutional investors have bought a total of 6,562,973 shares in the last 24 months. This purchase volume represents approximately $860.37M in transactions.

Of the 327 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: Midland Wealth Advisors LLC ($291.51K), GW Henssler & Associates Ltd. ($277.17K), Willis Johnson & Associates Inc. ($224.89K), Balance Wealth LLC ($169.50K), Mesirow Financial Investment Management Inc. ($145.87K), Equitable Holdings Inc. ($134.33K), and Greenup Street Wealth Management LLC ($132.38K).

Institutional investors have sold a total of 3,073,425 shares in the last 24 months. This volume of shares sold represents approximately $401.85M in transactions.


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Institutional ownership data for NYSEARCA:IJJ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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