Who owns iShares S&P Mid-Cap 400 Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IJJ from SEC Form 13F filings across 883 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 883 institutions disclosed 42.9M shares of iShares S&P Mid-Cap 400 Value ETF worth $6.33B — about 72% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
883
13F holders
$6.33B
value, 2026 filers
72%
of shares outstanding (42.9M sh)
95
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IJJ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 4.1M | $603.9M | 0.0% | 6.9% | -0.2% |
| 2 | MORGAN STANLEY | 4.0M | $589.6M | 0.0% | 6.7% | -1.2% |
| 3 | WELLS FARGO & COMPANY/MN | 3.5M | $519.6M | 0.1% | 5.9% | +2.3% |
| 4 | BANK OF AMERICA CORP /DE/ | 2.4M | $352.1M | 0.0% | 4% | -0.8% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 2.2M | $330.5M | 0.1% | 3.8% | +1.9% |
| 6 | UBS Group AG | 1.9M | $286.3M | 0.0% | 3.2% | -13.4% |
| 7 | PNC Financial Services Group, Inc. | 1.4M | $205.5M | 0.1% | 2.3% | +3.0% |
| 8 | D.A. DAVIDSON & CO. | 1.1M | $167.3M | 0.9% | 1.9% | +3.8% |
| 9 | RAYMOND JAMES FINANCIAL INC | 867,638 | $128.2M | 0.0% | 1.5% | -6.0% |
| 10 | LPL Financial LLC | 768,548 | $113.5M | 0.0% | 1.3% | -0.5% |
| 11 | Cullen/Frost Bankers, Inc. | 768,428 | $113.5M | 1.1% | 1.3% | -6.9% |
| 12 | NORTHERN TRUST CORP | 674,681 | $99.7M | 0.0% | 1.1% | +0.4% |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 635,321 | $93.9M | 0.1% | 1.1% | -0.6% |
| 14 | Financial Engines Advisors L.L.C. | 609,138 | $90.0M | 0.2% | 1% | -2.6% |
| 15 | AMERIPRISE FINANCIAL INC | 605,746 | $89.6M | 0.0% | 1% | +1.0% |
| 16 | ROYAL BANK OF CANADA | 545,411 | $80.6M | 0.0% | 0.9% | -2.3% |
| 17 | JPMORGAN CHASE & CO | 449,626 | $66.2M | 0.0% | 0.8% | +2.6% |
| 18 | JONES FINANCIAL COMPANIES LLLP | 415,471 | $61.3M | 0.0% | 0.7% | +0.7% |
| 19 | Bank of New York Mellon Corp | 402,922 | $59.5M | 0.0% | 0.7% | -1.2% |
| 20 | Baird Financial Group, Inc. | 334,351 | $49.4M | 0.1% | 0.6% | -2.1% |
| 21 | MAI Capital Management | 332,590 | $49.1M | 0.2% | 0.6% | +2.3% |
| 22 | HighTower Advisors, LLC | 330,985 | $48.9M | 0.0% | 0.6% | -13.0% |
| 23 | Evensky & Katz LLC | 329,371 | $48.7M | 2.5% | 0.6% | -1.7% |
| 24 | MIDLAND WEALTH ADVISORS, LLC | 278,506 | $41.1M | 1.9% | 0.5% | -2.8% |
| 25 | BOKF, NA | 269,482 | $39.8M | 0.5% | 0.5% | +0.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.