iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q2 2026 (June 30)880holders +30
69new positions
35sold out
3famous investors
$147.52avg. 13F price*
At the end of Q2 2026, 880 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, up 30 from Q1 2026. 69 opened new positions and 35 sold out. The largest holders were FMR LLC ($603.9M), Morgan Stanley ($589.6M) and Wells Fargo & Company ($519.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares S&P Mid-Cap 400 Valu
- CUSIP
- 464287705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $46.2M |
| Exits | 35 | $18.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,007,292 shares bought and 1,503,989 shares sold, net −496,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 880 holders
| FMR LLC | 0.03% | Reduce -0.2% | 4,088,134 | $603.9M |
| Morgan Stanley | 0.03% | Reduce -1.2% | 3,991,007 | $589.6M |
| Wells Fargo & Company | 0.09% | Add +2.3% | 3,517,335 | $519.6M |
| Bank of America Corp. | 0.02% | Reduce -0.8% | 2,383,455 | $352.1M |
| Envestnet Asset Management Inc. | 0.08% | Add +1.9% | 2,237,277 | $330.5M |
| UBS Group AG | 0.05% | Reduce -13.4% | 1,938,165 | $286.3M |
| PNC Financial Services Group, Inc. | 0.10% | Add +3.0% | 1,391,097 | $205.5M |
| D.A. Davidson & Co. | 0.93% | Add +3.8% | 1,132,668 | $167.3M |
| Raymond James Financial Inc. | 0.03% | Reduce -6.0% | 867,638 | $128.2M |
| LPL Financial LLC | 0.03% | Reduce -0.5% | 768,548 | $113.5M |
| Cullen/Frost Bankers, Inc. | 1.12% | Reduce -6.9% | 768,428 | $113.5M |
| Northern Trust Corp. | 0.01% | Add +0.4% | 674,681 | $99.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.6% | 635,321 | $93.9M |
| Financial Engines Advisors L.L.C. | 0.16% | Reduce -2.6% | 609,138 | $90.0M |
| Ameriprise Financial Inc. | 0.02% | Add +1.0% | 605,746 | $89.6M |
| Royal Bank of Canada | 0.01% | Reduce -2.3% | 545,411 | $80.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.6% | 449,626 | $66.2M |
| Jones Financial Companies LLLP | 0.02% | Add +0.7% | 415,471 | $61.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.2% | 402,922 | $59.5M |
| Baird Financial Group, Inc. | 0.07% | Reduce -2.0% | 334,351 | $49.4M |
| MAI Capital Management | 0.19% | Add +2.3% | 332,590 | $49.1M |
| HighTower Advisors, LLC | 0.05% | Reduce -12.9% | 330,985 | $48.9M |
| Evensky & Katz LLC | 2.51% | Reduce -1.7% | 329,371 | $48.7M |
| Midland Wealth Advisors, LLC | 1.93% | Reduce -2.9% | 278,506 | $41.1M |
| Bokf, NA | 0.55% | Add +0.2% | 269,482 | $39.8M |
| Wilmington Savings Fund Society, FSB | 0.87% | Reduce -6.9% | 263,973 | $39.0M |
| Cerity Partners LLC | 0.05% | Reduce -1.0% | 263,246 | $38.9M |
| Lido Advisors, LLC | 0.14% | Add +48.7% | 262,650 | $38.8M |
| Rehmann Capital Advisory Group | 1.70% | Reduce -0.6% | 250,706 | $37.0M |
| World Investment Advisors | 0.58% | No change | 265,442 | $35.2M |
| Willis Johnson & Associates, Inc. | 1.91% | Reduce -0.9% | 232,221 | $34.3M |
| Courier Capital LLC | 1.68% | Add +1.6% | 227,786 | $33.7M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -3.7% | 215,877 | $31.9M |
| Truist Financial Corp. | 0.04% | Reduce -5.2% | 209,578 | $31.0M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -11.4% | 209,429 | $30.9M |
| Creative Planning | 0.02% | Reduce -9.8% | 180,776 | $26.7M |
| Keybank National Association | 0.08% | Reduce -3.3% | 173,265 | $25.6M |
| Mariner, LLC | 0.03% | Reduce -1.6% | 171,395 | $25.3M |
| Bank of Montreal | 0.01% | Reduce -1.4% | 162,264 | $24.0M |
| AlphaCore Capital LLC | 0.43% | Reduce -3.0% | 157,712 | $23.3M |
| Sterling Financial Planning, Inc. | 6.29% | Add +1.7% | 156,530 | $23.1M |
| Fifth Third Bancorp | 0.04% | Reduce -3.3% | 150,705 | $22.3M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -0.0% | 138,688 | $20.5M |
| Focus Partners Wealth | 0.02% | Reduce -4.8% | 125,147 | $18.5M |
| Osaic Holdings, Inc. | 0.02% | Add +15.0% | 124,686 | $18.4M |
| Lutz Financial Services LLC | 1.06% | Reduce -0.4% | 118,338 | $17.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.4% | 115,387 | $17.0M |
| Capital Advisors, Ltd. LLC | 1.65% | Add +0.3% | 110,998 | $16.4M |
| Texas Yale Capital Corp. | 0.35% | Reduce -0.1% | 108,310 | $16.0M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +3.3% | 105,579 | $15.6M |
| Cetera Investment Advisers | 0.01% | Add +2.2% | 105,531 | $15.6M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -0.3% | 104,147 | $15.4M |
| GHP Investment Advisors, Inc. | 0.55% | Reduce -0.6% | 101,841 | $15.0M |
| MML Investors Services, LLC | 0.03% | Add +20.3% | 101,400 | $15.0M |
| HSBC Holdings PLC | 0.01% | Reduce -0.2% | 100,500 | $14.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -33.0% | 100,427 | $14.8M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -3.5% | 99,253 | $14.7M |
| Cassaday & Co Wealth Management LLC | 0.27% | Reduce -1.0% | 96,183 | $14.2M |
| Corient Private Wealth LP | 0.02% | Reduce -8.1% | 94,530 | $14.0M |
| Salomon & Ludwin, LLC | 1.14% | Reduce -2.1% | 94,459 | $13.9M |
| 1834 Investment Advisors Co. | 1.57% | Reduce -1.4% | 93,660 | $13.8M |
| Omega Financial Group, LLC | 4.18% | Add +1.9% | 92,908 | $13.7M |
| Natixis Advisors, LLC | 0.02% | Add +1.7% | 92,002 | $13.6M |
| First Merchants Corp. | 0.48% | Reduce -1.9% | 91,589 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 91,079 | $13.5M |
| Asset Management Group, Inc. | 1.92% | Reduce -0.6% | 88,947 | $13.1M |
| Pathstone Holdings, LLC | 0.04% | Add +207.4% | 88,462 | $13.1M |
| PW Nova Financial Services LLC | 2.72% | Add +3.6% | 85,851 | $12.7M |
| Ellis Investment Partners, LLC | 1.89% | Reduce -0.9% | 84,376 | $12.5M |
| Nations Financial Group Inc, /Ia/ | 0.57% | Reduce -0.7% | 80,133 | $11.8M |
| Mesirow Financial Investment Management, Inc. | 0.19% | Reduce -0.2% | 79,854 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.4% | 79,163 | $11.7M |
| Blue Edge Capital, LLC | 1.37% | Add +1.3% | 77,483 | $11.4M |
| Balance Wealth Partners LLC | 2.86% | Reduce -11.0% | 72,677 | $10.7M |
| Susquehanna International Group, LLP | 0.01% | New | 71,459 | $10.6M |
| Regions Financial Corp. | 0.06% | Reduce -9.4% | 70,984 | $10.5M |
| US Bancorp \de | 0.01% | Reduce -1.6% | 66,399 | $9.8M |
| Independence Financial Advisors, LLC | 2.54% | New | 66,323 | $9.8M |
| Captrust Financial Advisors | 0.01% | Add +1.2% | 63,636 | $9.4M |
| OFS Enterprise LLC | 2.35% | Add +1.6% | 62,340 | $9.2M |
| LMG Wealth Partners, LLC | 1.45% | Reduce -2.5% | 61,225 | $9.0M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +4.1% | 59,313 | $8.8M |
| BlackRock, Inc. | 0.00% | Add +12.2% | 58,676 | $8.7M |
| DDFG, Inc | 1.71% | Reduce -0.6% | 58,149 | $8.6M |
| Causey Wealth LLC | 3.34% | Reduce -1.8% | 57,928 | $8.6M |
| InvesTrust | 3.24% | Reduce -4.4% | 57,033 | $8.4M |
| Foundation Wealth Management, LLC | 5.18% | Add +6.4% | 56,830 | $8.4M |
| Modern Wealth Management, LLC | 0.10% | New | 56,189 | $8.3M |
| Summit Financial, LLC | 0.09% | Reduce -2.2% | 55,498 | $8.2M |
| Mfa Wealth Advisors, LLC | 1.38% | Reduce -3.3% | 54,925 | $8.1M |
| Bryn Mawr Trust Advisors, LLC | 0.35% | Reduce -1.4% | 54,654 | $8.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.2% | 54,289 | $8.0M |
| Arkadios Wealth Advisors | 0.12% | Reduce -3.9% | 54,179 | $8.0M |
| MidFirst Bank | 0.56% | Reduce -0.4% | 52,980 | $7.8M |
| IFP Advisors, Inc | 0.14% | Reduce -2.9% | 52,727 | $7.8M |
| Parr McKnight Wealth Management Group, LLC | 0.91% | Add +7.8% | 51,806 | $7.7M |
| First Citizens Financial Corp | 3.09% | Reduce -0.7% | 50,093 | $7.4M |
| Bluespring Wealth Management, LLC | 0.14% | Add +128.7% | 49,771 | $7.4M |
| Becker Capital Management Inc. | 0.19% | Reduce -0.3% | 48,669 | $7.2M |
| Hudson Capital Management LLC | 1.78% | Add +1.3% | 48,312 | $7.1M |
"% of holder's portfolio" is IJJ's weight in each manager's 13F, not the share of iShares S&P Mid-Cap 400 Valu the manager owns.