iShares S&P Mid-cap 400 Valu ETF (IJJ): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of IJJ (all 13F filers)
- FMR4.1 MInvestment firm−6,718
- Morgan Stanley4.0 MBank or trading desk−50 K
- Wells Fargo3.5 MBank or trading desk+80 K
- Bank of America2.4 MBank or trading desk−19 K
- Envestnet Asset Management2.2 MWealth adviser+43 K
- UBS Group1.9 MBank or trading desk−299 K
- PNC Financial Services Group1.4 MBank or trading desk+41 K
- D.a. Davidson1.1 MType not verified+41 K
- Raymond James Financial868 KWealth adviser−55 K
- LPL Financial769 KWealth adviser−3,665
- Shares
- 4.1 M
- Change
- −6,718
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- Type
- Investment firm
- Value
- $604M
- Shares
- 4.0 M
- Change
- −50 K
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- Type
- Bank or trading desk
- Value
- $590M
- Shares
- 3.5 M
- Change
- +80 K
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- Type
- Bank or trading desk
- Value
- $520M
- Shares
- 2.4 M
- Change
- −19 K
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- Type
- Bank or trading desk
- Value
- $352M
- Shares
- 2.2 M
- Change
- +43 K
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- Type
- Wealth adviser
- Value
- $330M
- Shares
- 1.9 M
- Change
- −299 K
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- Type
- Bank or trading desk
- Value
- $286M
- Shares
- 1.4 M
- Change
- +41 K
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- Type
- Bank or trading desk
- Value
- $206M
- Shares
- 1.1 M
- Change
- +41 K
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- Type
- Type not verified
- Value
- $167M
- Shares
- 868 K
- Change
- −55 K
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- Type
- Wealth adviser
- Value
- $128M
- Shares
- 769 K
- Change
- −3,665
See more
- Type
- Wealth adviser
- Value
- $114M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗