iShares S&P Mid-Cap 400 Value ETF
818 hedge funds and large institutions have $5.4B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 51 closing their positions.
16% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 51
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
0% less ownership
Funds ownership: 70.18% → 70.18% (-0%)
1% less funds holding
Funds holding: 826 → 818 (-8)
2% less capital invested
Capital invested by funds: $5.53B → $5.4B (-$133M)
10% less repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 268
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $26K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$27M |
| 2 |
LPL Financial
San Diego,
California
|
+$20.4M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$18.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$17.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$20.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.9M |
| 3 |
JE
JMAC Enterprises
Newtown,
Pennsylvania
|
-$10M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.31M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.76M |
IJJ Hedge Fund Activity: Q1 2025 in Review
818 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2025, worth a combined $5.4B — down 2.4% from $5.53B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IJJ positions and 51 closed out — a net gain of 8 holders — while 241 added to existing stakes and 268 trimmed.
The largest buyer was World Investment Advisors, adding an estimated $27M. The largest seller was Arax Advisory Partners, cutting an estimated $20.9M.
- 818 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2025, down from 826 in Q4 2024.
- Funds reported $5.4B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2025, down 2.4% quarter-over-quarter.
- 59 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2025 and 51 closed out, a net change of +8 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2025 was World Investment Advisors, an estimated $27M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2025 was Arax Advisory Partners, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2025.