Who Owns IJJ?
iShares S&P Mid-Cap 400 Value ETF — Institutional Ownership & 13F Holdings
$140.90
-0.84 (-0.59%)
Market Cap
$8.1B
Shares Outstanding
59,949,951
Institutional Holders
801
Total Inst. Value
$4.3B
% of Float Held
—
QoQ Holder Change
+336
Institutional data as of Q1 2025
New Positions
191
Closed Positions
51
Increased
208
Decreased
226
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $495.3M | 4,137,135 |
| 2 | WELLS FARGO & COMPANY/MN | $445.5M | 3,720,519 |
| 3 | FMR LLC | $385.0M | 3,215,922 |
| 4 | BANK OF AMERICA CORP /DE/ | $284.0M | 2,372,427 |
| 5 | UBS Group AG | $250.5M | 2,092,372 |
| 6 | D.A. DAVIDSON & CO. | $110.5M | 922,596 |
| 7 | AMERIPRISE FINANCIAL INC | $110.4M | 921,333 |
| 8 | RAYMOND JAMES FINANCIAL INC | $105.0M | 876,953 |
| 9 | NORTHERN TRUST CORP | $85.4M | 713,470 |
| 10 | Financial Engines Advisors L.L.C. | $80.5M | 672,365 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +76K | $495.3M |
| WELLS FARGO & COMPANY/MN | +143K | $445.5M |
| BANK OF AMERICA CORP /DE/ | +30K | $284.0M |
| D.A. DAVIDSON & CO. | +25K | $110.5M |
| RAYMOND JAMES FINANCIAL INC | +23K | $105.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Modern Wealth Management, LLC | -529K | $1.7M |
| Arax Advisory Partners | -167K | $814K |
| FMR LLC | -151K | $385.0M |
| AMERIPRISE FINANCIAL INC | -66K | $110.4M |
| UBS Group AG | -62K | $250.5M |
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Frequently Asked Questions
How many institutional investors hold IJJ?
As of Q1 2025, 801 institutional investors report holding IJJ (iShares S&P Mid-Cap 400 Value ETF) in their 13F filings.
Which hedge fund owns the most IJJ?
The largest institutional holder of IJJ is MORGAN STANLEY with $495.3M in shares.
Are institutions buying or selling IJJ?
This quarter, 191 institutions opened new positions in IJJ and 51 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.