Who owns IJJ?
iShares S&P Mid-Cap 400 Value ETF · iShares
877 institutions reported holding IJJ, worth $6.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IJJ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| FMR LLC | Boston, MA | $603.9M | 4,088,134 | −6,718 shares |
| Morgan Stanley | New York, NY | $589.6M | 3,991,007 | −49,737 shares |
| Wells Fargo & Company | San Francisco, CA | $519.6M | 3,517,335 | +79,608 shares |
| Bank of America Corp. | Charlotte, NC | $352.1M | 2,383,455 | −19,113 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $330.5M | 2,237,277 | +42,650 shares |
| UBS Group AG | Zurich, Switzerland | $286.3M | 1,938,165 | −299,176 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $205.5M | 1,391,097 | +40,759 shares |
| D.A. Davidson & Co. | Great Falls, MT | $167.3M | 1,132,668 | +41,476 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $128.2M | 867,638 | −55,126 shares |
| LPL Financial LLC | Fort Mill, SC | $113.5M | 768,548 | −3,665 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IJJ?
877 institutional managers reported holding IJJ in Form 13F filings for June 30, 2026, worth $6.3B in total. The largest reported position was held by FMR LLC, at $603.9M.
Did institutions buy or sell IJJ last quarter?
Reported 13F value rose 10.7% from March 31, 2026, which includes price moves as well as buying and selling. 92 firms reported a new position and 37 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IJJ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.