§ EQUITY
USDIJJ
ISHARES S&P MID-CAP 400 VALU
USD
§ 01 · PRICE
Price action
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§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 4.1M | 0.0% | +7% |
| Morgan Stanley IM | 4.0M | 0.0% | −50% |
| UBS Group AG | 2.2M | 0.0% | +5% |
| ENVESTNET ASSET MANAGEMENT INC | 2.2M | 0.1% | +18% |
| Bank of America Corp | 1.2M | 0.0% | +1% |
| D.A. DAVIDSON & CO. | 1.1M | 0.9% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for IJJ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER46.3% · 749 holders
DEALER / BANK41.0% · 69 holders
QUALITY / COMPOUNDER10.8% · 8 holders
INCOME / DEFENSIVE1.5% · 3 holders
PASSIVE / INDEX0.2% · 4 holders
TACTICAL / MACRO0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IJJ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IJJ yet.