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
ACA
526
Aptus Capital Advisors
Alabama
$338K
FT
527
Fiduciary Trust
Massachusetts
$336K
BB
528
Busey Bank
Illinois
$335K
MPIA
529
Milestones Private Investment Advisors
New York
$333K
GFP
530
Gryphon Financial Partners
Ohio
$333K
BF
531
Bonfire Financial
Colorado
$331K
BA
532
Bellwether Advisors
Nebraska
$328K
WPA
533
Wealth Preservation Advisors
Tennessee
$326K
CWS
534
Confluence Wealth Services
Pennsylvania
$326K
VFA
535
Valeo Financial Advisors
Indiana
$326K
TFP
536
Townsend Financial Planning
Kentucky
$325K
CAM
537
Clarity Asset Management
Iowa
$320K
V
538
VeraBank
Texas
$318K
FRA
539
Frank Rimerman Advisors
California
$317K
RWM
540
Ritholtz Wealth Management
New York
$317K
GWP
541
Gen-Wealth Partners
Michigan
$314K
LFG
542
Larson Financial Group
Missouri
$314K
HIMC
543
Heritage Investors Management Corp
Maryland
$313K
IFO
544
Independent Family Office
New York
$308K
CIC
545
Carnegie Investment Counsel
Ohio
$308K
EWA
546
Exencial Wealth Advisors
Oklahoma
$308K
RWM
547
Rockwood Wealth Management
Pennsylvania
$307K
VNA
548
Valley National Advisers
Pennsylvania
$305K
PGA
549
Portland Global Advisors
Maine
$304K
AMG
550
Advisors Management Group
Wisconsin
$304K