IJJ
iShares S&P Mid-Cap 400 Value ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow +0.6% ·
net new positions -12.5%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 266.69K | $33.12M | n/a | n/a |
| Q2 2026 | 64 | 0 | 29.52M | $4.36B | +3 | −3 |
| Q1 2026 | 65 | -1 | 29.83M | $3.95B | +4 | −5 |
| Q4 2025 | 66 | -1 | 28.83M | $3.79B | n/a | −1 |
| Q3 2025 | 8 | -1 | 8.56M | $1.11B | n/a | −1 |
| Q2 2025 | 6 | -1 | 3.59M | $443.93M | n/a | −1 |
| Q1 2025 | 4 | +2 | 77.17K | $9.24M | +2 | n/a |
| Q4 2024 | 2 | -1 | 8.19K | $1.02M | +1 | −2 |
| Q3 2024 | 3 | -3 | 12.73K | $1.57M | +2 | −5 |
| Q2 2024 | 6 | n/a | 48.61K | $5.52M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.03M | n/a | $522.52M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | Fidelity (FMR) ✦ | 3.55M | 0.0% | $460.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 858.30K | n/a | $111.34M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 4 | BlackRock ✦ (passive) | 46.52K | +107.4% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Citadel Advisors ✦ | 36.36K | +1722.6% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 29.39K | n/a | $3.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 8.65K | +13.3% | $1.12M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | The Vanguard Group ✦ (passive) | 6.62K | +0.3% | $859,445 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $963,924 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 832 holders, 42.91M shares, $5.56B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.