IJJ

Ishares S&P Mid-Cap 400 ValuETF
UnclassifiedUSCUSIP 464287705◍ Confluence graph
Tracked 13F Holders
796
-111 QoQ
13F Value (tracked)
$5.7B
13F Moves · latest Q
10 added
29 trimmed
Recent Filings
0

Who owns IJJ?

796 tracked 13F filers

796 tracked 13F filers disclose a position in IJJ as of the latest SEC 13F filings, a combined $5.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$542.6M
4.1M
+7.5%
Added · +284K sh
Q1 2026
2MORGAN STANLEY
$535.4M
4.0M
+1.0%
Added · +40K sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$455.5M
3.4M
−2.5%
Reduced · −88K sh
Q1 2026
4BANK OF AMERICA CORP /DE/
$318.3M
2.4M
+1.3%
Added · +30K sh
Q1 2026
5UBS Group AG
$296.4M
2.2M
+4.6%
Added · +98K sh
Q1 2026
6ENVESTNET ASSET MANAGEMENT INC
$290.8M
2.2M
+18%
Added · +333K sh
Q1 2026
7PNC FINANCIAL SERVICES GROUP, INC.
$178.9M
1.4M
+0.7%
Added · +10K sh
Q1 2026
8D.A. DAVIDSON & CO.
$167.3M
1.1M
+3.8%
Added · +41K sh
Q2 2026
9RAYMOND JAMES FINANCIAL INC
$122.3M
923K
+16%
Added · +127K sh
Q1 2026
10LPL Financial LLC
$102.3M
772K
−3.3%
Reduced · −26K sh
Q1 2026
11CULLEN/FROST BANKERS, INC.
$113.5M
768K
−6.9%
Reduced · −57K sh
Q2 2026
12NORTHERN TRUST CORP
$89.1M
672K
~0%
Reduced · −185 sh
Q1 2026
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$84.7M
639K
+0.9%
Added · +6K sh
Q1 2026
14Financial Engines Advisors L.L.C.
$90.0M
609K
−2.6%
Reduced · −16K sh
Q2 2026
15AMERIPRISE FINANCIAL INC
$79.6M
600K
−15%
Reduced · −105K sh
Q1 2026
16ROYAL BANK OF CANADA
$74.0M
558K
+3.8%
Added · +20K sh
Q1 2026
17JPMORGAN CHASE & CO
$56.7M
438K
+1.2%
Added · +5K sh
Q1 2026
18JONES FINANCIAL COMPANIES LLLP
$53.6M
413K
+43%
Added · +124K sh
Q1 2026
19Bank of New York Mellon Corp
$54.0M
408K
−1.8%
Reduced · −7K sh
Q1 2026
20HighTower Advisors, LLC
$50.4M
380K
−10%
Reduced · −43K sh
Q1 2026
21Baird Financial Group, Inc.
$45.2M
341K
−0.8%
Reduced · −3K sh
Q1 2026
22MAI Capital Management
$43.1M
325K
−1.4%
Reduced · −5K sh
Q1 2026
23MIDLAND WEALTH ADVISORS, LLC
$41.1M
279K
−2.8%
Reduced · −8K sh
Q2 2026
24BOKF, NA
$39.8M
269K
+0.2%
Added · +495 sh
Q2 2026
25Cerity Partners LLC
$35.2M
266K
+16%
Added · +36K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is IJJ being bought or sold by institutions?

Last quarter, 0 funds opened a new position in IJJ and 10 added to an existing one, while 29 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
10
funds
Reduced
29
funds
Exited
0
funds

Funds that own IJJ also own

CompanyCo-held byCombined value
APPLE INCAAPL469 funds$100.6B
MICROSOFT CORPMSFT463 funds$87.5B
AMAZON.COM INCAMZN459 funds$65.0B
NVIDIA CORPNVDA458 funds$115.7B
ALPHABET INC-CL AGOOGL454 funds$49.2B
ISHARES CORE S&P 500 ETFIVV447 funds$41.7B
ALPHABET INC-CL CGOOG445 funds$44.6B
SS SPDR S&P 500 ETF TRUST-USSPY442 funds$16.3B
JPMORGAN CHASE & COJPM441 funds$25.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B441 funds$17.8B
JOHNSON & JOHNSONJNJ436 funds$17.5B
WALMART INCWMT432 funds$15.5B

Ranked by how many of IJJ's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

636 funds+116 since Q3 2024
0374747Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.6B

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for IJJ

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Ask your agent what changed in IJJ

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IJJ/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IJJ.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IJJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.