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

iShares S&P Mid-Cap 400 Value ETF logo
$125.95 -1.67 (-1.31%)
As of 01:20 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)
429
Total
Institutional Inflows
(last 12 months)
$886.45M
Number of
Institutional Sellers
(last 12 months)
351
Total
Institutional Outflows
(last 12 months)
$467.40M
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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
7/15/2025Accurate Wealth Management LLC11,858$1.52M0.2%N/A0.019%
7/15/2025Axis Wealth Partners LLC11,598$1.43M0.9%+54.6%0.019%
7/15/2025Cranbrook Wealth Management LLC30,854$3.81M0.8%-1.7%0.050%
7/15/2025Fifth Third Bancorp69,354$8.57M0.0%-1.6%0.112%
7/15/2025Financial Partners Group Inc9,069$1.12M0.2%-2.6%0.015%
7/15/2025Kwmg LLC2,954$365K0.0%+2.9%0.005%
7/15/2025Bank of Stockton8,415$1.04M0.3%-9.0%0.014%
7/14/2025Wealth Advisory Solutions LLC18,593$2.30M0.6%-87.8%0.030%
7/14/2025MFA Wealth Advisors LLC42,965$5.31M1.2%+443.8%0.069%
7/14/2025AdvisorNet Financial Inc1,811$224K0.0%-16.9%0.003%
7/14/2025Lewis Asset Management LLC2,750$340K0.2%N/A0.004%
7/14/2025Sowell Financial Services LLC11,825$1.46M0.1%+12.9%0.019%
7/11/2025 Ullmann Wealth Partners Group LLC56,207$6.95M0.8%-3.6%0.091%
7/11/2025 Farther Finance Advisors LLC1,531$189K0.0%-91.2%0.002%
7/11/2025 UMB Bank n.a.21,662$2.68M0.0%-0.4%0.035%
7/11/2025 Pinnacle Bancorp Inc.15,565$1.92M0.6%-7.5%0.025%
7/11/2025 Thomasville National Bank5,431$671K0.0%-14.9%0.009%
7/11/2025 Grove Bank & Trust791$98K0.0%-39.4%0.001%
7/10/2025 Triangle Securities Wealth Management3,885$480K0.1%+34.6%0.006%
7/10/2025 Ryan Investment Management Inc.252$31K0.0%N/A0.000%
7/10/2025 Oldfather Financial Services LLC56,566$6.99M2.4%+4.6%0.091%
7/10/2025 Fulton Bank N.A.7,000$865K0.0%+33.8%0.011%
7/10/2025 NorthCrest Asset Manangement LLC33,321$4.26M0.1%-4.0%0.054%
7/10/2025 Wealth Enhancement Advisory Services LLC107,447$13.75M0.0%+3.7%0.173%
7/10/2025 Professional Financial Advisors LLC4,884$604K0.1%+10.3%0.008%
7/9/2025 Goelzer Investment Management Inc.34,849$4.31M0.2%+1.0%0.056%
7/9/2025 Breakwater Capital Group16,517$2.04M0.3%+1.5%0.027%
7/9/2025 Alesco Advisors LLC27,999$3.46M0.1%-0.4%0.045%
7/9/2025 Fiduciary Alliance LLC4,627$572K0.0%+4.4%0.007%
7/8/2025 Heartwood Wealth Advisors LLC2,928$362K0.0%-7.8%0.005%
7/7/2025 Whitaker Myers Wealth Managers LTD.12,792$1.58M0.4%+15.2%0.021%
7/7/2025 First Citizens Financial Corp50,205$6.20M3.4%+6.0%0.081%
7/3/2025 First Hawaiian Bank27,555$3.41M0.5%-1.6%0.044%
7/2/2025 InvesTrust59,640$7.37M2.8%-3.4%0.096%
7/2/2025 Doliver Advisors LP3,950$488K0.1%-4.5%0.006%
7/1/2025 Harbor Investment Advisory LLC6,865$848K0.1%+17.1%0.011%
6/4/2025 First Hawaiian Bank28,010$3.35M0.2%-7.3%0.045%
6/2/2025Modern Wealth Management LLC14,482$1.73M0.1%-97.3%0.023%
5/27/2025Advisors Capital Management LLC2,617$313K0.0%N/A0.004%
5/21/2025Geneos Wealth Management Inc.704$84K0.0%+16.4%0.001%
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5/20/2025Belpointe Asset Management LLC15,413$1.85M0.1%+375.0%0.024%
5/20/2025Focus Partners Wealth117,697$14.09M0.0%+64.0%0.185%
5/20/2025Flaharty Asset Management LLC95,361$11.42M1.6%-6.8%0.150%
5/19/2025Jane Street Group LLC33,973$4.07M0.0%+1,449.2%0.053%
5/19/2025SCS Capital Management LLC7,493$897K0.0%N/A0.012%
5/16/2025American Trust8,861$1.06M0.3%-32.6%0.014%
5/16/2025Arete Wealth Advisors LLC1,673$200K0.0%N/A0.003%
5/16/2025Great Lakes Advisors LLC5,452$653K0.0%-91.7%0.009%
5/16/2025Signature Estate & Investment Advisors LLC44,422$5.32M0.1%+48.7%0.070%
5/16/2025Hamilton Capital LLC1,787$214K0.0%-93.0%0.003%
5/16/2025Ashton Thomas Private Wealth LLC30,553$3.66M0.1%+19.2%0.048%
5/16/2025Goldman Sachs Group Inc.73,433$8.79M0.0%+163.7%0.118%
5/16/2025Cape Investment Advisory Inc.2,545$305K0.1%+1,771.3%0.004%
5/16/2025Jones Financial Companies Lllp132,344$14.58M0.0%-15.2%0.208%
5/16/2025Pinnacle Family Advisors LLC5,594$670K0.4%-2.6%0.009%
5/16/2025NewEdge Advisors LLC9,103$1.09M0.0%+15.8%0.014%
5/16/2025Integrated Wealth Concepts LLC2,910$348K0.0%+5.6%0.005%
5/16/2025Hancock Whitney Corp5,499$658K0.0%+7.3%0.009%
5/16/2025Clark Capital Management Group Inc.4,279$512K0.0%N/A0.007%
5/16/2025AQR Capital Management LLC19,501$2.34M0.0%+268.5%0.031%
5/16/2025Alexis Investment Partners LLC6,460$773K0.4%-9.4%0.010%
5/15/2025GW Henssler & Associates Ltd.445,141$53.30M3.0%+6.1%0.700%
5/15/2025Flputnam Investment Management Co.2,126$255K0.0%-68.2%0.003%
5/15/2025Royal Bank of Canada542,879$65.00M0.0%+3.5%0.854%
5/15/2025Betterment LLC26,312$3.15M0.0%+5.9%0.041%
5/15/2025Retirement Planning Co of New England Inc.2,195$263K0.1%-14.6%0.003%
5/15/2025MAI Capital Management330,251$39.54M0.3%-7.7%0.520%
5/15/2025Connecticut Wealth Management LLC5,957$713K0.0%-9.7%0.009%
5/15/2025Baird Financial Group Inc.341,094$40.84M0.1%-5.7%0.537%
5/15/2025Earnest Partners LLC7,948$952K0.0%+63.7%0.013%
5/14/2025Wealth Preservation Advisors LLC2,489$298K0.2%N/A0.004%
5/14/2025Ieq Capital LLC17,148$2.05M0.0%N/A0.027%
5/14/2025Quadcap Wealth Management LLC2,004$240K0.0%-9.1%0.003%
5/14/2025Per Stirling Capital Management LLC.32,359$3.87M0.6%-2.9%0.051%
5/14/2025PKS Advisory Services LLC5,141$616K0.2%+18.9%0.008%
5/14/2025Comerica Bank97,961$11.73M0.0%+3.0%0.154%
5/14/2025B&D White Capital Company LLC31,423$3.76M0.5%+1,465.7%0.049%
5/14/2025Northwestern Mutual Wealth Management Co.591,070$70.77M0.1%-1.1%0.930%
5/14/2025Kestra Advisory Services LLC101,726$12.18M0.1%-4.9%0.160%
5/14/2025Broadview Financial Management LLC43,074$5.16M3.8%-1.1%0.068%
5/14/2025Compound Planning Inc.7,431$890K0.0%+55.9%0.012%
5/14/2025Ameriprise Financial Inc.921,333$110.44M0.0%-6.7%1.450%
5/14/2025Guidance Point Advisors LLC20,023$2.40M0.7%+0.9%0.032%
5/14/2025Integras Partners LLC4,740$567K0.5%-3.1%0.007%
5/14/2025CW Advisors LLC9,479$1.14M0.0%+1.1%0.015%
5/14/2025Summit Financial LLC1,915$229K0.0%N/A0.003%
5/14/2025Flow Traders U.S. LLC9,362$1.12M0.0%N/A0.015%
5/14/2025Tiemann Investment Advisors LLC18,541$2.22M1.0%-1.7%0.029%
5/14/2025Asset Management Group Inc.90,278$10.81M2.0%-0.7%0.142%
5/14/2025Capital Analysts LLC10,671$1.28M0.0%-4.9%0.017%
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5/14/2025Level Four Advisory Services LLC30,992$3.71M0.2%-1.4%0.049%
5/14/2025Venture Visionary Partners LLC7,588$909K0.0%-49.3%0.012%
5/14/2025Hsbc Holdings PLC2,787$334K0.0%N/A0.004%
5/14/2025Texas Capital Bank Wealth Management Services Inc20,798$2.49M0.3%+220.0%0.033%
5/14/2025Fairscale Capital LLC3,483$417K0.4%+14.2%0.005%
5/14/2025RWA Wealth Partners LLC20,131$2.41M0.0%+855.0%0.032%
5/13/2025Northern Trust Corp713,470$85.42M0.0%+1.2%1.123%
5/13/2025Blue Edge Capital LLC118,831$14.23M2.3%-6.9%0.187%
5/13/2025Steward Partners Investment Advisory LLC107,992$12.93M0.1%-1.8%0.170%
5/13/2025Raymond James Financial Inc.876,953$105.00M0.0%+2.7%1.380%
(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 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 642 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: 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 7,274,950 shares in the last 24 months. This purchase volume represents approximately $886.45M in transactions.

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

Of the 350 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), Assetmark Inc. ($505.01K), International Assets Investment Management LLC ($235.92K), Lido Advisors LLC ($176.04K), World Investment Advisors ($171.10K), Commonwealth Equity Services LLC ($163.58K), and Wealth Advisory Solutions LLC ($155.27K).

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

Institutional investors have sold a total of 3,838,263 shares in the last 24 months. This volume of shares sold represents approximately $467.40M in transactions.


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This page (NYSEARCA:IJJ) was last updated on 7/15/2025 by MarketBeat.com Staff
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