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

iShares S&P Mid-Cap 400 Value ETF logo
$141.12 +0.68 (+0.48%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$141.12 0.00 (0.00%)
As of 10/13/2026 07:30 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 Massive. Learn more.
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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)
361
Total
Institutional Inflows
(last 12 months)
$873.14M
Number of
Institutional Sellers
(last 12 months)
328
Total
Institutional Outflows
(last 12 months)
$378.78M
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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
10/14/2026Ifrah Financial Services Inc.38,125$5.25M1.3%N/A0.063%
10/14/2026B. Riley Wealth Advisors Inc.2,014$277K0.0%N/A0.003%
10/14/2026Cooke Wealth Management LLC20,601$2.84M2.3%-1.5%0.034%
10/13/2026NorthCrest Asset Manangement LLC27,123$3.80M0.1%-1.1%0.045%
10/13/2026Avior Wealth Management LLC15,726$2.17M0.1%N/A0.026%
10/10/2026Armstrong Advisory Group Inc.253$35K0.0%-50.0%0.000%
10/10/2026ANB Bank25,936$3.57M1.4%+0.8%0.043%
10/10/2026Schaper Benz & Wise Investment Counsel Inc. WI4,502$620K0.0%N/A0.007%
10/10/2026Atlas Brown Inc.2,703$372K0.1%N/A0.004%
10/10/2026Davidson Trust Co.8,418$1.16M0.5%N/A0.014%
10/9/2026Balefire LLC5,955$820K0.1%N/A0.010%
10/9/2026Gerald Baker Financial Group LLC18,597$2.56M0.7%+3.4%0.031%
10/9/2026Breakwater Capital Group16,463$2.27M0.3%+1.1%0.027%
10/9/2026Chapin Davis Inc.1,949$268K0.1%N/A0.003%
10/9/2026Prosperity Planning Inc.22,889$3.15M0.7%-2.1%0.038%
10/9/2026Eclectic Associates Inc. ADV2,000$275K0.0%N/A0.003%
10/9/2026Acropolis Investment Management LLC790$109K0.0%N/A0.001%
10/9/2026First Heartland Consultants Inc.2,135$294K0.0%N/A0.004%
10/8/2026Hamilton Capital LLC1,738$239K0.0%N/A0.003%
10/8/2026Independence Financial Advisors LLC72,279$9.95M2.5%+9.0%0.120%
10/8/2026Farther Finance Advisors LLC23,317$3.21M0.0%+25.9%0.039%
10/8/2026Toth Financial Advisory Corp221$30K0.0%N/A0.000%
10/7/2026Venture Visionary Partners LLC6,772$933K0.0%+2.8%0.011%
10/7/2026Kwmg LLC2,588$356K0.0%N/A0.004%
10/7/2026American National Bank & Trust240$33K0.0%N/A0.000%
10/6/2026Bangor Savings Bank12,083$1.66M0.1%N/A0.020%
10/5/2026Ferguson Wellman Capital Management Inc.2,037$281K0.0%N/A0.003%
10/5/2026Eastern Bank990$136K0.0%N/A0.002%
10/2/2026 First Citizens Financial Corp50,014$6.89M3.0%-0.2%0.083%
10/1/2026 Doliver Advisors LP3,589$494K0.1%N/A0.006%
10/1/2026 Montecito Bank & Trust4,490$618K0.1%N/A0.007%
9/23/2026QRG Capital Management Inc.6,862$1.01M0.0%+14.0%0.011%
9/23/2026Envestnet Portfolio Solutions Inc.36,753$5.43M0.0%-5.1%0.061%
9/23/2026Envestnet Asset Management Inc.2,237,277$330.50M0.0%+1.9%3.704%
9/15/2026Reynders McVeigh Capital Management LLC2,300$340K0.0%-11.5%0.004%
9/11/2026Smith Chas P & Associates PA Cpas34,160$5.05M0.2%-0.8%0.057%
9/9/2026Blue Edge Capital LLC77,483$11.45M1.4%+1.3%0.130%
9/9/2026Capital Analysts LLC8,146$1.20M0.0%-1.1%0.014%
9/9/2026NorthRock Partners LLC1,939$286K0.0%+11.0%0.003%
9/9/2026RFG Advisory LLC6,142$907K0.0%+3.2%0.010%
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9/9/2026NewEdge Advisors LLC9,185$1.36M0.0%+9.5%0.015%
9/9/2026IFP Advisors Inc52,727$7.79M0.1%-2.9%0.088%
9/9/2026Baird Financial Group Inc.334,351$49.39M0.1%-2.1%0.561%
9/8/2026Allworth Financial LP16,325$2.41M0.0%-5.2%0.027%
9/8/2026Waverly Advisors LLC40,491$5.98M0.0%-0.3%0.068%
9/3/2026Anchor Capital Advisors LLC6,828$1.01M0.0%+66.9%0.011%
8/27/2026Corient Private Wealth LP94,530$13.97M0.0%-8.1%0.158%
8/23/2026Ameritas Advisory Services LLC4,252$628K0.0%+28.0%0.007%
8/23/2026Wedmont Private Capital2,176$319K0.0%N/A0.004%
8/23/2026Insight Inv LLC2,344$346K0.2%-13.7%0.004%
8/23/2026HB Wealth Management LLC29,358$4.34M0.0%-1.1%0.049%
8/23/2026Angeles Wealth Management LLC450$66K0.0%N/A0.001%
8/22/2026Noble Wealth Partners LLC1,661$245K0.2%N/A0.003%
8/22/2026Tenet Wealth Partners LLC2,972$441K0.3%N/A0.005%
8/22/2026Highland Investment Advisors LLC3,252$480K0.2%N/A0.005%
8/22/2026Cooke Wealth Management LLC20,918$3.09M2.5%-1.1%0.035%
8/22/2026Rik Saylor Financial Inc.12,186$1.80M1.1%-3.0%0.020%
8/22/2026United Community Bank818$121K0.0%-31.3%0.001%
8/22/2026Concurrent Investment Advisors LLC18,879$2.79M0.0%+2.5%0.032%
8/21/2026Greenspring Advisors LLC1,741$257K0.0%-18.8%0.003%
8/21/2026Continuum Advisory LLC1,070$158K0.0%N/A0.002%
8/21/2026Murphy Middleton Hinkle & Parker Inc.14,403$2.13M0.9%+19.9%0.024%
8/20/2026Clifford Swan Investment Counsel LLC4,139$611K0.0%-5.1%0.007%
8/20/2026Rehmann Capital Advisory Group250,706$37.05M1.5%-0.6%0.420%
8/17/2026Blue Edge Capital LLC77,483$11.45M1.4%N/A0.130%
8/7/2026Trust Co. of Vermont12,012$1.78M0.1%N/A0.020%
8/6/2026Clearstead Trust LLC920$136K0.0%N/A0.002%
7/10/2026Heck Capital Advisors LLC18,071$2.67M0.2%-6.6%0.030%
7/10/2026JFS Wealth Advisors LLC46,850$6.92M0.3%+0.7%0.079%
7/10/2026Prosperity Planning Inc.23,372$3.45M0.8%-1.2%0.039%
7/10/2026FC Advisory LLC4,636$685K0.2%-1.7%0.008%
7/10/2026Alliance Private Wealth LLC13,645$2.02M0.7%+45.2%0.023%
7/10/2026Fulton Bank N.A.9,431$1.39M0.0%-1.2%0.016%
7/10/2026Wealthcare Advisory Partners LLC1,936$286K0.0%-44.5%0.003%
7/9/2026Shrier Wealth Management LLC1,447$214K0.1%N/A0.002%
7/9/2026Professional Financial Advisors LLC4,805$710K0.1%+4.3%0.008%
7/9/2026StoneCrest Wealth Management Inc.6,162$910K0.3%-1.3%0.010%
7/9/2026Whitaker Myers Wealth Managers LTD.29,283$4.33M0.7%+5.8%0.049%
7/9/2026Adamsbrown Wealth Consultants LLC1,419$210K0.0%N/A0.002%
7/9/2026Breakwater Capital Group16,288$2.41M0.3%-1.4%0.027%
7/9/2026Valeo Financial Advisors LLC2,136$316K0.0%-13.7%0.004%
7/9/2026Flaharty Asset Management LLC4,553$668K1.0%-92.3%0.008%
7/8/2026First Heartland Consultants Inc.7,613$1.13M0.1%+251.6%0.013%
7/8/2026Kwmg LLC2,588$382K0.0%-10.4%0.004%
7/8/2026OFS Enterprise LLC62,340$9.21M2.4%+1.6%0.105%
7/7/2026 First Citizens Financial Corp50,093$7.40M3.1%-0.7%0.084%
7/7/2026GAMMA Investing LLC1,174$173K0.0%+108.5%0.002%
7/7/2026Avior Wealth Management LLC16,306$2.41M0.1%-1.7%0.028%
7/7/2026Harbor Investment Advisory LLC13,619$2.01M0.1%+7.6%0.023%
7/7/2026CoreCap Advisors LLC1,299$192K0.0%-7.1%0.002%
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7/7/2026Pacific Excel Wealth Advisors Inc.2,287$338K0.1%N/A0.004%
6/3/2026Parallel Advisors LLC5,099$676K0.0%+52.0%0.009%
6/3/2026NewEdge Advisors LLC8,391$1.11M0.0%-9.4%0.014%
6/2/2026Blue Edge Capital LLC76,475$10.13M1.3%+2.6%0.128%
6/1/2026Financial Solutions Advisory Group Inc.1,810$240K0.0%N/A0.003%
5/29/2026Ramiah Investment Group7,645$1.01M0.9%-68.4%0.013%
5/29/2026Asset 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%
5/26/2026Glenmede 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%


IJJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 822 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), Envestnet Asset Management Inc. ($330.50M), Bank of America Corp DE ($318.34M), UBS Group AG ($281.56M), 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 639 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. ($3.17M), 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. ($306.25K), and Balance Wealth LLC ($251.19K).

Institutional investors have bought a total of 6,593,926 shares in the last 24 months. This purchase volume represents approximately $868.74M in transactions.

Of the 328 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), Greenup Street Wealth Management LLC ($132.38K), and Wealthspire Advisors LLC ($125.47K).

Institutional investors have sold a total of 2,884,395 shares in the last 24 months. This volume of shares sold represents approximately $379.06M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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