IJJ icon

iShares S&P Mid-Cap 400 Value ETF

805 hedge funds and large institutions have $5.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 806805 (-1)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

20% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 271

Holders
805
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
$610K
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
526
Moloney Securities Asset Management
Missouri
$302K
FHC
527
First Heartland Consultants
Missouri
$302K
PGA
528
Portland Global Advisors
Maine
$300K
PGFC
529
Peapack-Gladstone Financial Corp
New Jersey
$298K
KWA
530
Kingswood Wealth Advisors
California
$293K
CWM
531
ClientFirst Wealth Management
Arkansas
$293K
HFO
532
Heritage Family Offices
Arizona
$293K
EWA
533
Exencial Wealth Advisors
Oklahoma
$292K
PIMG
534
Patriot Investment Management Group
Tennessee
$291K
PCIA
535
Prime Capital Investment Advisors
Kansas
$289K
WPW
536
Waldron Private Wealth
Pennsylvania
$288K
UCB
537
United Community Bank
South Carolina
$287K
BA
538
Bellwether Advisors
Nebraska
$287K
BCG
539
Bravias Capital Group
New Jersey
$280K
PFA
540
Petra Financial Advisors
Colorado
$279K
VWA
541
VSM Wealth Advisory
Maryland
$279K
VIA
542
Vickerman Investment Advisors
Washington
$277K
LA
543
LexAurum Advisors
Kansas
$277K
WC
544
Weil Company
California
$276K
EW
545
Enzi Wealth
Texas
$276K
BF
546
Blankinship & Foster
California
$275K
SYBT
547
Stock Yards Bank & Trust
Kentucky
$275K
HNB
548
Hilltop National Bank
Wyoming
$274K
RPCONE
549
Retirement Planning Company of New England
Rhode Island
$274K
LKWM
550
Lee-Kelleher Wealth Management
Maryland
$274K