ISHARES S&P MID-CAP 400 VALU

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IJJ·464287705·US·ETF·Unknown - Unknown-13D/G

IJJ (ISHARES S&P MID-CAP 400 VALU) is held by 118 institutional investors as of Q2 2026. Largest holders: FMR LLC ($603.9M), MORGAN STANLEY ($589.6M), WELLS FARGO & COMPANY/MN ($519.6M). Net institutional sentiment: Mixed.

118

Holders

(20 Elite)

$4.9B

Total Value

46% (112)

Consensus

51 buying - 61 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)28

Insider (Form 4)73

Activist (13D/13G)67

Congressional (STOCK Act)32

Holder Quality

80

★★★★★

Elite

78

★★★★

Strong

88

★★★

Solid

46

★★

Below

15

★

Weak

Held by 118 funds

20 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists May 6, 2026 · Congress none

ActivistFMR LLC6.8%May 6, 2026

View all activist filings

Top Holders

Top Holders (118)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Decreased	4.1M(-0.2%)	$603.9M	0.0%	+19.91%	0
MORGAN STANLEY	Decreased	4M(-1.2%)	$589.6M	0.0%	+33.60%	0
WELLS FARGO & COMPANY/MN	Increased	3.5M(+2.3%)	$519.6M	0.1%	+49.87%	32
BANK OF AMERICA CORP /DE/	Decreased	2.4M(-0.8%)	$352.1M	0.0%	+21.62%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	2.2M(+1.9%)	$330.5M	0.1%	+54.08%	32
UBS Group AG	Decreased	1.9M(-13.4%)	$286.3M	0.0%	+67.39%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	1.4M(+3.0%)	$205.5M	0.1%	+61.07%	38
D.A. DAVIDSON & CO.	Increased	1.1M(+3.8%)	$167.3M	0.9%	+62.81%	45
RAYMOND JAMES FINANCIAL INC	Decreased	867,638(-6.0%)	$128.2M	0.0%	+19.50%	0
LPL Financial LLC	Decreased	768,548(-0.5%)	$113.5M	0.0%	+48.99%	0
CULLEN/FROST BANKERS, INC.	Decreased	768,428(-6.9%)	$113.5M	1.1%	+44.39%	0
NORTHERN TRUST CORP	Increased	674,681(+0.4%)	$99.7M	0.0%	+78.08%	30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	635,321(-0.6%)	$93.9M	0.1%	+76.36%	0
Financial Engines Advisors L.L.C.	Decreased	609,138(-2.6%)	$90M	0.2%	+112.38%	0
AMERIPRISE FINANCIAL INC	Increased	605,746(+1.0%)	$89.6M	0.0%	+61.00%	30
ROYAL BANK OF CANADA	Decreased	545,411(-2.3%)	$80.6M	0.0%	+21.04%	0
JPMORGAN CHASE & CO	Increased	449,626(+2.6%)	$66.2M	0.0%	+17.81%	30
JONES FINANCIAL COMPANIES LLLP	Increased	415,471(+0.7%)	$61.3M	0.0%	+27.72%	30
Bank of New York Mellon Corp	Decreased	402,922(-1.2%)	$59.5M	0.0%	+57.22%	0
Baird Financial Group, Inc.	Decreased	334,351(-2.0%)	$49.4M	0.1%	+83.57%	0

Showing 1-20 of 122

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IJJISHARES S&P MID-CAP 400 VALU

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer