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
NSG
626
Nalls Sherbakoff Group
Tennessee
$237K
AF
627
Advisornet Financial
Minnesota
$236K
QCG
628
Quadrant Capital Group
Ohio
$234K
WHG
629
Westwood Holdings Group
Texas
$233K
NAS
630
NWF Advisory Services
California
$232K
WC
631
Weil Company
California
$231K
NP
632
NorthRock Partners
Minnesota
$230K
MW
633
MBL Wealth
North Carolina
$230K
HWA
634
HCR Wealth Advisors
California
$229K
DWM
635
Dopkins Wealth Management
New York
$228K
SF
636
SWP Financial
California
$227K
LWCFA
637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K
FF
638
Friday Financial
Iowa
$227K
IAG
639
Investmark Advisory Group
Connecticut
$226K
GC
640
Garde Capital
Washington
$226K
SCTC
641
Sanibel Captiva Trust Company
Florida
$226K
HSA
642
HBK Sorce Advisory
Pennsylvania
$223K
BCI
643
Brinker Capital Investments
Pennsylvania
$223K
FCCM
644
First City Capital Management
Georgia
$222K
BSSFA
645
Baron Silver Stevens Financial Advisors
Florida
$222K
CAM
646
Clark Asset Management
New Hampshire
$222K
Kayne Anderson Rudnick Investment Management
647
Kayne Anderson Rudnick Investment Management
California
$221K
CKAIS
648
Christensen King & Associates Investment Services
Washington
$221K
SS
649
Sunbelt Securities
Texas
$220K
MI
650
Moneywise Inc
Virginia
$218K