iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q4 2024 (December 31)826holders +69
55new positions
25sold out
2famous investors
$124.93avg. 13F price*
At the end of Q4 2024, 826 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, up 69 from Q3 2024. 55 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($507.5M), Wells Fargo & Company ($447.0M) and FMR LLC ($420.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $28.9M |
| Exits | 25 | $5.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,676,540 shares bought and 942,808 shares sold, net +733,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 826 holders
| Morgan Stanley | 0.04% | Add +0.8% | 4,061,520 | $507.5M |
| Wells Fargo & Company | 0.11% | Add +1.4% | 3,577,174 | $447.0M |
| FMR LLC | 0.03% | Add +4.4% | 3,366,491 | $420.7M |
| Bank of America Corp. | 0.03% | Add +1.6% | 2,342,909 | $292.8M |
| UBS Group AG | 0.06% | Add +11.7% | 2,154,366 | $269.2M |
| Envestnet Asset Management Inc. | 0.07% | Add +3.7% | 1,862,735 | $232.8M |
| PNC Financial Services Group, Inc. | 0.12% | Add +3.5% | 1,407,669 | $175.9M |
| Ameriprise Financial Inc. | 0.03% | Add +7.6% | 987,732 | $123.4M |
| D.A. Davidson & Co. | 0.91% | Add +1.8% | 897,864 | $112.2M |
| Raymond James Financial Inc. | 0.04% | — | 853,539 | $106.7M |
| Cullen/Frost Bankers, Inc. | 1.20% | Reduce -0.1% | 705,043 | $88.1M |
| Northern Trust Corp. | 0.01% | Add +3.2% | 705,020 | $88.1M |
| Financial Engines Advisors L.L.C. | 0.18% | Reduce -5.7% | 690,371 | $86.3M |
| LPL Financial LLC | 0.03% | Add +8.0% | 654,199 | $81.7M |
| Evensky & Katz LLC | 5.21% | Reduce -0.4% | 636,764 | $79.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.1% | 597,886 | $74.7M |
| Midland Wealth Advisors, LLC | 4.35% | Reduce -1.0% | 578,772 | $72.3M |
| Royal Bank of Canada | 0.01% | Add +0.9% | 524,708 | $65.6M |
| Willis Johnson & Associates, Inc. | 4.37% | Add +2.3% | 455,050 | $56.9M |
| JPMorgan Chase & Co. | 0.00% | Add +8.7% | 425,183 | $53.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.0% | 417,899 | $52.2M |
| GW Henssler & Associates Ltd. | 2.97% | Reduce -1.3% | 419,405 | $51.8M |
| HighTower Advisors, LLC | 0.07% | Add +7.4% | 390,496 | $48.8M |
| Baird Financial Group, Inc. | 0.09% | Reduce -0.7% | 361,563 | $45.2M |
| MAI Capital Management | 0.33% | Add +1.4% | 357,959 | $44.7M |
| Commonwealth Equity Services, LLC | 0.06% | Add +19.5% | 340,782 | $42.6M |
| Wilmington Savings Fund Society, FSB | 0.73% | Reduce -1.7% | 325,109 | $40.6M |
| Bokf, NA | 0.67% | Reduce -1.3% | 323,532 | $39.9M |
| Truist Financial Corp. | 0.05% | Reduce -3.0% | 268,924 | $33.6M |
| Pathstone Holdings, LLC | 0.14% | Reduce -5.0% | 255,497 | $31.9M |
| Creative Planning | 0.03% | Add +3.5% | 242,620 | $30.3M |
| Courier Capital LLC | 2.04% | Add +1.5% | 237,137 | $29.6M |
| Cerity Partners LLC | 0.06% | Reduce -1.1% | 230,848 | $28.8M |
| Mesirow Financial Investment Management, Inc. | 0.54% | Add +0.2% | 217,027 | $27.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +0.4% | 216,936 | $27.1M |
| Rehmann Capital Advisory Group | 1.57% | Reduce -0.6% | 198,670 | $24.8M |
| Lido Advisors, LLC | 0.16% | Reduce -47.0% | 198,292 | $24.8M |
| Keybank National Association | 0.09% | Add +0.4% | 177,352 | $22.2M |
| Arax Advisory Partners | 1.36% | Reduce -1.7% | 173,522 | $21.7M |
| Mariner, LLC | 0.04% | Reduce -0.4% | 169,222 | $21.1M |
| Bank of Montreal | 0.01% | Add +2.6% | 166,682 | $20.8M |
| SPC Financial, Inc. | 1.79% | Add +1.9% | 163,982 | $20.5M |
| Osaic Holdings, Inc. | 0.05% | Add +24.3% | 163,434 | $20.4M |
| Wealth Advisory Solutions, LLC | 5.70% | Reduce 0.0% | 162,682 | $20.3M |
| Jones Financial Companies LLLP | 0.02% | Add +14.6% | 156,124 | $19.5M |
| Equitable Holdings, Inc. | 0.18% | Reduce -2.0% | 148,918 | $18.6M |
| Jmac Enterprises LLC | 2.78% | Add +0.1% | 141,598 | $17.7M |
| 1834 Investment Advisors Co. | 2.17% | Reduce -14.3% | 136,893 | $17.1M |
| Sterling Financial Planning, Inc. | 6.21% | Reduce -1.2% | 135,140 | $16.9M |
| Blue Edge Capital, LLC | 2.51% | Add +13.9% | 127,616 | $15.9M |
| Capital Advisors, Ltd. LLC | 1.94% | Reduce -0.2% | 123,163 | $15.4M |
| Corient Private Wealth LP | 0.03% | Reduce -17.0% | 122,456 | $15.3M |
| Lutz Financial Services LLC | 1.23% | Reduce -0.6% | 122,147 | $15.3M |
| First Merchants Corp. | 0.58% | Reduce -1.1% | 119,954 | $15.0M |
| Wealthspire Advisors, LLC | 0.15% | Add +4.6% | 118,795 | $14.8M |
| Texas Yale Capital Corp. | 0.58% | Add +1.4% | 115,990 | $14.5M |
| Salomon & Ludwin, LLC | 1.49% | Reduce -6.0% | 112,272 | $14.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +14.8% | 110,845 | $13.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -0.8% | 110,009 | $13.7M |
| GHP Investment Advisors, Inc. | 0.64% | Reduce -0.5% | 109,282 | $13.7M |
| Stifel Financial Corp. | 0.01% | Reduce -5.2% | 109,172 | $13.6M |
| Greenup Street Wealth Management LLC | 2.69% | Add +26.3% | 108,526 | $13.6M |
| Kestra Advisory Services, LLC | 0.07% | Add +1.8% | 106,954 | $13.4M |
| Cetera Investment Advisers | 0.03% | Reduce -1.3% | 106,498 | $13.3M |
| Flaharty Asset Management, LLC | 1.87% | Reduce -1.6% | 102,273 | $12.8M |
| Ellis Investment Partners, LLC | 2.39% | Reduce -0.2% | 97,219 | $12.1M |
| ETF Portfolio Partners, Inc. | 3.58% | Reduce -25.9% | 95,450 | $11.9M |
| Comerica Bank | 0.05% | Reduce -21.3% | 95,107 | $11.9M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -6.5% | 94,493 | $11.8M |
| Asset Management Group, Inc. | 2.02% | Add +0.1% | 90,957 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.3% | 87,736 | $11.0M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -7.1% | 87,365 | $10.9M |
| Cassaday & Co Wealth Management LLC | 0.30% | Add +0.4% | 86,685 | $10.8M |
| Nations Financial Group Inc, /Ia/ | 0.76% | Reduce -0.1% | 83,238 | $10.4M |
| US Bancorp \de | 0.01% | Reduce -0.2% | 80,675 | $10.1M |
| Omega Financial Group, LLC | 3.81% | Add +2.1% | 80,504 | $10.1M |
| Causey Wealth LLC | 5.82% | — | 79,940 | $10.0M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +4.3% | 77,112 | $9.6M |
| M&T Bank Corp | 0.03% | Reduce -9.2% | 75,503 | $9.4M |
| Prospera Financial Services Inc | 0.22% | Add +27.9% | 74,410 | $9.3M |
| Fifth Third Bancorp | 0.03% | Reduce -4.6% | 73,160 | $9.1M |
| Mill Creek Capital Advisors, LLC | 0.22% | No change | 72,226 | $9.0M |
| Focus Partners Wealth | 0.02% | Add +207.2% | 72,090 | $9.0M |
| Natixis Advisors, LLC | 0.02% | Reduce -2.5% | 71,926 | $9.0M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -6.6% | 65,921 | $8.2M |
| Ullmann Wealth Partners Group, LLC | 1.01% | Reduce -3.0% | 62,330 | $7.8M |
| InvesTrust | 2.16% | — | 62,590 | $7.8M |
| Associated Banc-Corp | 0.23% | Add +0.1% | 60,645 | $7.6M |
| Captrust Financial Advisors | 0.02% | Reduce -0.9% | 58,484 | $7.3M |
| LMG Wealth Partners, LLC | 1.58% | Add +0.2% | 57,830 | $7.2M |
| Greenleaf Trust | 0.07% | Reduce -0.4% | 57,127 | $7.1M |
| MML Investors Services, LLC | 0.02% | Add +7.7% | 55,443 | $6.9M |
| Regions Financial Corp. | 0.05% | Add +2.2% | 54,747 | $6.8M |
| Merriman Wealth Management, LLC | 0.28% | Reduce -4.6% | 53,843 | $6.7M |
| Oldfather Financial Services, LLC | 2.54% | Add +1.0% | 53,278 | $6.7M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +47.9% | 49,975 | $6.2M |
| Becker Capital Management Inc. | 0.20% | No change | 48,804 | $6.1M |
| First Citizens Financial Corp | 3.20% | Reduce -1.3% | 47,222 | $5.9M |
| Dakota Wealth Management | 0.13% | Add +12.4% | 45,899 | $5.7M |
| Pittenger & Anderson Inc. | 0.20% | No change | 44,390 | $5.5M |
"% 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.