IJJ icon

iShares S&P Mid-Cap 400 Value ETF

805 hedge funds and large institutions have $5.44B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 201 increasing their positions, 312 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

36% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 312

Holders
805
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.6M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RB
301
Renasant Bank
Mississippi
$949K
AIP
302
Ameritas Investment Partners
Nebraska
$948K
SF
303
Synovus Financial
Georgia
$946K
AQR Capital Management
304
AQR Capital Management
Connecticut
$943K
SCM
305
SCS Capital Management
Massachusetts
$929K
VVP
306
Venture Visionary Partners
Ohio
$926K
AGP
307
Aspire Growth Partners
Florida
$920K
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$918K
AFG
309
Atomi Financial Group
New York
$915K
AEPWM
310
Atlantic Edge Private Wealth Management
Florida
$902K
SC
311
Savant Capital
Illinois
$894K
SF
312
Summit Financial
New Jersey
$877K
MF
313
Meridian Financial
Massachusetts
$866K
MAM
314
Mystic Asset Management
Rhode Island
$865K
FB
315
Fulton Bank
Pennsylvania
$865K
MMA
316
Miracle Mile Advisors
California
$860K
GAM
317
Griffin Asset Management
New York
$856K
NCM
318
Narwhal Capital Management
Georgia
$856K
HIA
319
Harbor Investment Advisory
Maryland
$848K
SC
320
SouthState Corp
Florida
$847K
CA
321
Claro Advisors
Massachusetts
$836K
NAAA
322
New Age Alpha Advisors
New York
$833K
CFGA
323
Cambridge Financial Group (Arizona)
Arizona
$823K
MGIA
324
Matthew Goff Investment Advisor
Texas
$822K
MIC
325
Meridian Investment Counsel
California
$822K