ISHARES S&P MID-CAP 400 VALU (IJJ) Institutional Ownership Changes & 13F Activity

ISHARES S&P MID-CAP 400 VALU (IJJ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Vestmark Advisory Solutions, Inc., Wells Fargo & Company/Mn, Blue Edge Capital, Llc, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Elm Partners Management LlcSell-15-0.9%1,636$241.64KQ2 2026Oct 07, 2026
Envestnet Asset Management IncBuy+42,650+1.9%2,237,277$330.50MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-1,971-5.1%36,753$5.43MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+842+14.0%6,862$1.01MQ2 2026Sep 23, 2026
Silicon Valley Capital PartnersBuy+5+0.4%1,313$193.91KQ2 2026Sep 21, 2026
Reynders Mcveigh Capital Management, LlcSell-300-11.5%2,300$340.00Q2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasSell-275-0.8%34,160$5.05MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcSell-14-0.4%3,207$473.77KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+16+0.5%2,994$442.30KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+2,737+66.9%6,828$1.01MQ2 2026Sep 03, 2026
Cornerstone Financial Management LlcSell-30-7.3%380$56.14KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-8,288-8.1%94,530$13.96MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupSell-1,552-0.6%250,706$37.05MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-224-5.1%4,139$611.45KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+8,917+8.4%115,387$17.05MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-941-6.2%14,347$2.12MQ2 2026Aug 19, 2026
Glenview Trust CoBuy+1,373—1,373$202.83KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-666-2.4%27,288$4.03MQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+77,483—77,483$11.45MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+2,032—2,032$300.19KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-1,108-7.0%14,691$2.17MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+435+6.9%6,763$997.66KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-390-2.8%13,434$1.98MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+605,746—605,746$89.56MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-143,387-98.6%2,061$304.49KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+79,608+2.3%3,517,335$519.62MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+71,459—71,459$10.56MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+56,189—56,189$8.30MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-55,126-6.0%867,638$128.18MQ2 2026Aug 14, 2026
Bank Of America CorpSell-19,113-0.8%2,383,455$352.11MQ2 2026Aug 14, 2026
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Frequently asked questions about IJJ activity

  • Which institutional owners are buying IJJ?

    Institutional owners buying IJJ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IJJ activity?

    "Buy" means an investor increased their reported position in IJJ compared to the prior reporting period. This reflects growing exposure to ISHARES S&P MID-CAP 400 VALU (IJJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IJJ increasing?

    Institutional interest in IJJ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.