IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

800 hedge funds and large institutions have $5.43B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 201 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-9
Holders Change %
-1.11%
% of All Funds
10.73%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.24%
New
58
Increased
201
Reduced
311
Closed
53
Calls
$39.6M
Puts
–
Net Calls
+$39.6M
Net Calls Change
+$39.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.3M
3
CFB
Cullen/Frost Bankers
Texas
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.61M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.83M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.9M
2
EK
Evensky & Katz
Florida
-$17.2M
3
WAS
Wealth Advisory Solutions
Indiana
-$16.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
5
CFA
Camarda Financial Advisors
Florida
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
401
Aspiriant LLC
California
$515K -$52.4K -424 -9%
CPC
402
Cookson Peirce & Co
Pennsylvania
$510K -$21.9K -177 -4%
BFA
403
Beaumont Financial Advisors
Massachusetts
$510K – – –
PWM
404
Partners Wealth Management
California
$505K – – –
WB
405
WesBanco Bank
West Virginia
$504K +$73.3K +593 +17%
RA
406
RFG Advisory
Alabama
$503K +$76K +615 +18%
HW
407
Hancock Whitney
Mississippi
$499K -$181K -1,463 -27%
BFS
408
Bradley Foster & Sargent
Connecticut
$498K -$22.2K -180 -4%
MCM
409
MV Capital Management
Maryland
$498K -$99.6K -806 -17%
CIA
410
Capital Investment Advisors
Georgia
$497K +$2.47K +20 +0.5%
IA
411
IFG Advisors
Missouri
$495K – – –
RWM
412
Riverbend Wealth Management
South Carolina
$494K – – –
WFM
413
Wolff Financial Management
Michigan
$494K – – –
DA
414
Doliver Advisors
Texas
$488K -$22.9K -185 -4%
FC
415
Fairscale Capital
New Hampshire
$488K +$53.6K +430 +12%
FFWA
416
FRG Family Wealth Advisors
Washington
$480K – – –
TSWM
417
Triangle Securities Wealth Management
North Carolina
$480K +$123K +998 +35%
AIA
418
Ally Invest Advisors
North Carolina
$473K +$473K +3,830 New
AIA
419
AssuredPartners Investment Advisors
Florida
$471K -$689K -5,571 -59%
FA
420
Financial Alternatives
California
$470K – – –
CCB
421
Country Club Bank
Missouri
$470K – – –
IIL
422
Insight Inv LLC
California
$469K -$6.18K -50 -1%
BRWA
423
B. Riley Wealth Advisors
Florida
$469K +$469K +3,797 New
CAM
424
Close Asset Management
United Kingdom
$462K – – –
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$459K +$494 +4 +0.1%
15 16
17
18 19