IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

809 hedge funds and large institutions have $5.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.99%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
58
Increased
241
Reduced
264
Closed
50
Calls
–
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$238K

Top Buyers

1
WIA
World Investment Advisors
California
+$25.8M
2
LPL Financial
LPL Financial
California
+$19.5M
3
WANY
Wealthspire Advisors (New York)
New York
+$17.5M
4
Wells Fargo
Wells Fargo
California
+$17.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$18M
3
JE
JMAC Enterprises
Pennsylvania
-$9.57M
4
Ameriprise
Ameriprise
Minnesota
-$7.96M
5
UBS Group
UBS Group
Switzerland
-$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Empower Advisory Group
626
Empower Advisory Group
Colorado
$220K -$71.7K -599 -25%
MGW
627
MB Generational Wealth
Washington
$217K – – –
HAS
628
Holland Advisory Services
Florida
$216K +$838 +7 +0.4%
VFG
629
V2 Financial group
Illinois
$216K – – –
TAM
630
Tocqueville Asset Management
New York
$216K – – –
BFA
631
Buttonwood Financial Advisors
Maryland
$214K +$1.8K +15 +0.8%
HC
632
Hamilton Capital
Ohio
$214K -$2.82M -23,591 -93%
MCM
633
M1 Capital Management
Michigan
$213K -$3.01M -25,106 -93%
MW
634
MBL Wealth
North Carolina
$213K – – –
WHG
635
Westwood Holdings Group
Texas
$212K – – –
MAS
636
Madden Advisory Services
Florida
$211K +$599 +5 +0.3%
KOC
637
Koss-Olinger Consulting
Florida
$210K +$210K +1,751 New
FF
638
Friday Financial
Iowa
$210K – – –
HWA
639
HCR Wealth Advisors
California
$208K – – –
RA
640
Ruggaard & Associates
Ohio
$208K +$120 +1 +0.1%
NAS
641
NWF Advisory Services
California
$208K – – –
DWM
642
Dopkins Wealth Management
New York
$207K – – –
BHWM
643
Bar Harbor Wealth Management
New Hampshire
$207K -$36.9K -308 -15%
SF
644
SWP Financial
California
$207K – – –
VFA
645
Valeo Financial Advisors
Indiana
$206K – – –
CKAIS
646
Christensen King & Associates Investment Services
Washington
$204K -$18.3K -150 -8%
FCCM
647
First City Capital Management
Georgia
$202K – – –
BSSFA
648
Baron Silver Stevens Financial Advisors
Florida
$202K -$82K -685 -29%
CAM
649
Clark Asset Management
New Hampshire
$202K +$202K +1,685 New
RWM
650
Ritholtz Wealth Management
New York
$201K +$7.66K +64 +4%
24 25
26
27 28