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iShares S&P Mid-Cap 400 Value ETF

812 hedge funds and large institutions have $5.7B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 219 increasing their positions, 274 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $610K | Put options by funds: $350K

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

4% more capital invested

Capital invested by funds: $5.45B → $5.7B (+$242M)

0.31% more ownership

Funds ownership: 70.95%71.26% (+0.31%)

0% less funds holding

Funds holding: 814812 (-2)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

20% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 274

Holders
812
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
10.66%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.22%
New
55
Increased
219
Reduced
274
Closed
45
Calls
$610K
Puts
$350K
Net Calls
+$260K
Net Calls Change
-$39.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
426
Ally Invest Advisors
North Carolina
$486K -$10.4K -81 -2%
CAM
427
Close Asset Management
United Kingdom
$485K
DA
428
Doliver Advisors
Texas
$483K -$29.3K -229 -6%
LWM
429
Liberty Wealth Management
California
$482K +$1.92K +15 +0.4%
HP
430
Holistic Planning
Texas
$481K -$81.1K -633 -15%
ES
431
Eagle Strategies
New York
$480K +$28.9K +226 +6%
SOS
432
Silver Oak Securities
Tennessee
$480K +$474K +3,698 New
TWM
433
Topsail Wealth Management
North Carolina
$475K -$2.31K -18 -0.5%
RSA
434
River Street Advisors
Illinois
$474K +$13.6K +106 +3%
WS
435
Wedbush Securities
California
$472K
AUB
436
Atlantic Union Bankshares
Virginia
$466K +$9.99K +78 +2%
IIL
437
Insight Inv LLC
California
$459K -$33K -258 -7%
FM
438
Foster & Motley
Ohio
$459K
Fayez Sarofim & Co
439
Fayez Sarofim & Co
Texas
$457K
SIC
440
Sigma Investment Counselors
Michigan
$452K -$17.3K -135 -4%
BHBT
441
Burke & Herbert Bank & Trust
Virginia
$452K
VT
442
Vise Technologies
New York
$451K +$445K +3,478 New
IWC
443
Integrated Wealth Concepts
Massachusetts
$451K +$77.6K +606 +21%
HFRG
444
Houlihan Financial Resource Group
Virginia
$447K -$548K -4,280 -55%
FFG
445
Fiduciary Financial Group
California
$445K -$128 -1 -0%
GA
446
Goldstein Advisors
Wisconsin
$444K
IWM
447
IHT Wealth Management
Illinois
$443K +$8.96K +70 +2%
DC
448
Davenport & Co
Virginia
$441K -$8.71K -68 -2%
VW
449
Veridan Wealth
Oregon
$440K +$434K +3,390 New
CL
450
Choreo LLC
Illinois
$431K -$9.09K -71 -2%

IJJ Hedge Fund Activity: Q3 2025 in Review

812 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2025, worth a combined $5.7B — up 4.4% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IJJ positions and 45 closed out — a net gain of 10 holders — while 219 added to existing stakes and 274 trimmed.

The largest buyer was Balance Wealth, opening a new position worth an estimated $32.2M. The largest seller was Midland Wealth Advisors, cutting an estimated $33.7M.

  • 812 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2025, down from 814 in Q2 2025.
  • Funds reported $5.7B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2025, up 4.4% quarter-over-quarter.
  • 55 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2025 and 45 closed out, a net change of +10 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2025 was Balance Wealth, an estimated $32.2M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2025 was Midland Wealth Advisors, an estimated $33.7M sold.

Based on aggregated 13F filings for Q3 2025.