IJJ icon

iShares S&P Mid-Cap 400 Value ETF

827 hedge funds and large institutions have $5.88B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 286 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

21% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 286

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$592K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
251
Whittier Trust
California
$1.67M
BM
252
Berman McAleer
Maryland
$1.67M
CPIG
253
Chicago Partners Investment Group
Illinois
$1.67M
HIA
254
Harbor Investment Advisory
Maryland
$1.67M
TIM
255
Thompson Investment Management
Wisconsin
$1.63M
AWM
256
Accurate Wealth Management
Florida
$1.63M
JIC
257
Johnson Investment Counsel
Ohio
$1.63M
First Trust Advisors
258
First Trust Advisors
Illinois
$1.6M
VC
259
Vicus Capital
Pennsylvania
$1.6M
HOWA
260
Hudson Oak Wealth Advisory
New Jersey
$1.59M
BSB
261
Bangor Savings Bank
Maine
$1.59M
TCOV
262
Trust Company of Vermont
Vermont
$1.58M
SWA
263
SOA Wealth Advisors
New York
$1.56M
CGA
264
Crescent Grove Advisors
Illinois
$1.55M
SFO
265
Stenger Family Office
Illinois
$1.55M
PFM
266
Phillips Financial Management
Indiana
$1.54M
VA
267
Valmark Advisers
Ohio
$1.54M
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$1.53M
PAA
269
Peregrine Asset Advisers
Oregon
$1.49M
PFG
270
Pacific Financial Group
Washington
$1.45M
AWM
271
AE Wealth Management
Kansas
$1.42M
VT
272
Vise Technologies
New York
$1.41M
AFC
273
AFT Forsyth & Company
Florida
$1.4M
KP
274
Keel Point
Alabama
$1.4M
MCM
275
MidAtlantic Capital Management
Virginia
$1.37M