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

iShares S&P Mid-Cap 400 Value ETF logo
$141.78 +1.44 (+1.03%)
As of 04:10 PM Eastern
Compare

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)
433
Total
Institutional Inflows
(last 12 months)
$1.11B
Number of
Institutional Sellers
(last 12 months)
405
Total
Institutional Outflows
(last 12 months)
$676.00M
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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
5/5/2026D.A. Davidson & CO.1,091,192$144.58M0.9%+3.6%1.825%
5/5/2026Bank of New York Mellon Corp407,817$54.04M0.0%-1.8%0.682%
5/5/2026SouthState Bank Corp3,784$501K0.0%-3.2%0.006%
5/5/2026Sanctuary Advisors LLC29,381$3.89M0.0%-7.4%0.049%
5/5/2026BlueChip 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%
5/1/2026 American Trust13,272$1.76M0.2%-1.1%0.022%
5/1/2026 Cedar Mountain Advisors LLC202$27K0.0%N/A0.000%
4/30/2026 Hsbc 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%
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%
4/27/2026 World Investment Advisors265,442$35.17M0.6%+3.7%0.443%
4/27/2026 Turtle Creek Wealth Advisors LLC1,090$144K0.0%N/A0.002%
4/27/2026 Private Advisor Group LLC35,244$4.67M0.0%-0.5%0.059%
4/27/2026 Y Intercept Hong Kong Ltd4,553$603K0.0%N/A0.008%
4/27/2026 Sound Income Strategies LLC1,729$230K0.0%-16.2%0.003%
4/25/2026 Axis Wealth Partners LLC19,036$2.52M1.3%-1.9%0.032%
4/25/2026 Keybank National Association OH179,242$23.75M0.1%-1.3%0.299%
4/24/2026 Essex LLC8,343$1.11M0.2%-1.7%0.014%
4/24/2026 Financial Life Planners630$84K0.1%N/A0.001%
4/24/2026 Partners Wealth Management LLC4,394$582K0.6%+2.3%0.007%
4/24/2026 Wealth Care LLC14,264$1.89M1.7%N/A0.024%
4/23/2026 Apollon Wealth Management LLC13,123$1.74M0.0%-6.4%0.022%
4/23/2026 Vicus Capital11,022$1.46M0.1%-9.4%0.018%
4/22/2026 DDFG Inc58,500$7.75M1.7%+2.3%0.098%
4/22/2026 Ifrah Financial Services Inc.39,279$5.21M1.4%-0.3%0.066%
4/22/2026 Janney Montgomery Scott LLC41,616$5.51M0.0%-2.9%0.069%
4/22/2026 Caldwell Trust Co13,889$1.84M0.2%-1.0%0.023%
4/22/2026 BKM Wealth Management LLC41,745$5.53M2.0%-0.6%0.070%
4/22/2026 FWG Investments LLC.2,599$344K0.2%-19.8%0.004%
4/22/2026 River Street Advisors LLC3,913$518K0.2%+7.1%0.007%
4/22/2026 Meridian Financial Advisors LLC6,302$835K0.5%-2.9%0.011%
4/21/2026 Laurel Oak Wealth Management LLC3,640$482K0.1%+20.5%0.006%
4/21/2026 GHP Investment Advisors Inc.102,445$13.57M0.6%-1.0%0.171%
4/21/2026 Balance Wealth LLC81,687$10.82M3.4%-34.6%0.136%
4/21/2026 Davidson Trust Co.7,731$1.03M0.4%+9.7%0.013%
4/21/2026 Silver Oak Securities Incorporated3,820$506K0.0%+3.1%0.006%
4/21/2026 Fiduciary Alliance LLC4,842$670K0.0%+1.5%0.008%
4/20/2026 Christensen King & Associates Investment Services Inc.1,535$203K0.1%-8.4%0.003%
4/20/2026 Longview Financial Advisors Inc.441$59K0.0%N/A0.001%
4/20/2026 Kestra Private Wealth Services LLC3,580$474K0.0%-3.0%0.006%
4/20/2026 Breakwater Capital Group16,513$2.19M0.3%+0.7%0.028%
4/20/2026 Greenup Street Wealth Management LLC5,727$759K0.1%-8.1%0.010%
4/20/2026 Blue Trust Inc.2,076$275K0.0%-5.3%0.003%
4/20/2026 RFG Advisory LLC5,952$789K0.0%-1.9%0.010%
4/20/2026 Fifth Third Wealth Advisors LLC32,162$4.26M0.1%-2.7%0.054%
4/20/2026 Apella Capital LLC2,024$286K0.0%N/A0.003%
4/18/2026 Berman McAleer LLC11,769$1.56M0.2%-7.5%0.020%
4/18/2026 Leeward Investments LLC MA2,692$357K0.0%-94.3%0.004%
4/18/2026 Richards Merrill & Peterson Inc.1,564$207K0.1%-49.0%0.003%
4/18/2026 Presilium Private Wealth LLC10,703$1.42M0.2%+2.8%0.018%
4/17/2026 Aspire Growth Partners LLC8,094$1.07M0.7%+2.1%0.013%
4/17/2026 LMG Wealth Partners LLC62,779$8.32M1.5%+0.5%0.105%
4/17/2026 Capital Advisors Ltd. LLC110,627$14.66M1.7%-1.7%0.184%
4/17/2026 First Merchants Corp93,337$12.37M0.5%-2.2%0.156%
4/16/2026 Ironwood Wealth Management LLC.40,223$5.33M1.5%-1.7%0.067%
4/15/2026 Nations Financial Group Inc. IA ADV80,683$10.69M0.6%-1.6%0.134%
3/20/2026 Hsbc Holdings PLC1,627$214K0.0%N/A0.003%
3/17/2026Cornerstone Planning LLC3,191$420K0.1%N/A0.005%
3/17/2026Rockefeller Capital Management L.P.218,225$28.72M0.1%+0.9%0.361%
3/13/2026 World Investment Advisors255,860$33.67M0.5%+19.0%0.423%
3/12/2026Nalls Sherbakoff Group LLC1,799$237K0.2%N/A0.003%
3/9/2026Corient Private Wealth LLC109,615$14.43M0.0%-0.7%0.181%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management206$27K0.0%N/A0.000%
3/4/2026Compass Financial Group Inc. Ohio 8,614$1.13M0.8%N/A0.014%
3/4/2026Rehmann Capital Advisory Group237,719$31.54M1.6%+4.6%0.393%
3/4/2026 Keenan LLC18,365$2.42M2.1%N/A0.030%
3/4/2026 Stenger Family Office LLC11,760$1.55M0.3%-10.0%0.019%
3/2/2026 Sankala Group LLC200$28K0.0%N/A0.000%
2/27/2026 Arwa LLC3,823$503K0.3%N/A0.006%
2/26/2026 BDFS Capital LLC2,925$385K0.2%N/A0.005%
2/25/2026MidFirst Bank54,993$7.24M0.6%N/A0.091%
2/23/2026 MV Capital Management Inc.4,027$530K0.1%N/A0.007%
2/20/2026SB Capital Management Inc19,318$2.54M0.9%N/A0.032%


IJJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJJ shares?

During the previous two years, 838 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 ($307.43M), UBS Group AG ($281.56M), Envestnet Asset Management Inc. ($255.36M), and PNC Financial Services Group Inc. ($176.42M).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 651 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), Liberty Wealth Management LLC ($809.72K), Modern Wealth Management LLC ($543.10K), World Investment Advisors ($517.28K), Envestnet Asset Management Inc. ($296.11K), and Balance Wealth LLC ($251.19K).

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

Institutional investors have bought a total of 8,634,571 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

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

Of the 404 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), Midland Wealth Advisors LLC ($291.51K), Evensky & Katz LLC ($290.89K), GW Henssler & Associates Ltd. ($277.17K), Willis Johnson & Associates Inc. ($224.89K), World Investment Advisors ($217.73K), and Ameriprise Financial Inc. ($173.44K).

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

Institutional investors have sold a total of 5,336,415 shares in the last 24 months. This volume of shares sold represents approximately $676.00M in transactions.


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This page (NYSEARCA:IJJ) was last updated on 5/5/2026 by MarketBeat.com Staff.
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