IJJ icon

iShares S&P Mid-Cap 400 Value ETF

837 hedge funds and large institutions have $5.89B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 226 increasing their positions, 287 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: 1717 (0)

21% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 287

Holders
837
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
MIA
726
Milestone Investment Advisors
Wisconsin
$88K
WPWM
727
Western Pacific Wealth Management
Illinois
$87.9K
CFFP
728
Center for Financial Planning
Michigan
$86.8K
NB
729
NBT Bank
New York
$86.2K
CIAS
730
Capital Investment Advisory Services
North Carolina
$85.1K
CT
731
Colonial Trust
South Carolina
$82K
ITIM
732
Indiana Trust & Investment Management
Indiana
$79K
BFPW
733
BOK Financial Private Wealth
Colorado
$70.2K
PWA
734
Provenance Wealth Advisors
Florida
$67.9K
BFS
735
Burkett Financial Services
South Carolina
$67.1K
AAG
736
Armstrong Advisory Group
Massachusetts
$66.6K
NEWAS
737
N.E.W. Advisory Services
Wisconsin
$64.2K
CB
738
Centennial Bank
Arkansas
$62.5K
PSB
739
Piscataqua Savings Bank
New Hampshire
$62.4K
Qube Research & Technologies (QRT)
740
Qube Research & Technologies (QRT)
United Kingdom
$62.1K
AWM
741
Abound Wealth Management
Tennessee
$61.8K
PPL
742
Planning Project LLC
Texas
$61.2K
BIM
743
Breakwater Investment Management
Washington
$60.9K
T
744
Tidemark
California
$60.8K
BFP
745
Birchwood Financial Partners
Minnesota
$60.3K
WWM
746
Wolff Wiese Magana
California
$57.9K
GWS
747
Greykasell Wealth Strategies
California
$56.6K
TCM
748
Triumph Capital Management
Colorado
$56.4K
SWP
749
Strategic Wealth Partners
Ohio
$56.1K
TFGT
750
TS Financial Group (TSFG)
Illinois
$56K