IJJ icon

iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
751
MorganRosel Wealth Management
Colorado
$33.2K +$33.2K +277 New
RCA
752
Runnymede Capital Advisors
Ohio
$32.3K -$3.59K -30 -10%
CICI
753
Capital Investment Counsel Inc
North Carolina
$31.8K
FP
754
Financial Perspectives
Minnesota
$31.4K
BTD
755
BankPlus Trust Department
Mississippi
$29.5K
PCM
756
Palouse Capital Management
Washington
$29.2K
OP
757
ORG Partners
Indiana
$28.9K +$28.9K +241 New
VBA
758
von Borstel & Associates
Oregon
$27K +$27K +226 New
CI
759
CX Institutional
Indiana
$27K +$27K +229 New
PCFFS
760
Pacific Center for Financial Services
California
$26.3K
NSIM
761
North Star Investment Management
Illinois
$26K
CFP
762
Comprehensive Financial Planning
Pennsylvania
$25K -$9.38K -78 -27%
OCM
763
Orion Capital Management
California
$23.9K
MCA
764
Midwest Capital Advisors
Michigan
$23.7K +$1.8K +15 +8%
SCA
765
Stuart Chaussee & Associates
California
$23K
SRCM
766
Signature Resources Capital Management
California
$23K +$17.2K +144 +300%
HHGA
767
Halbert Hargrove Global Advisors
California
$22.5K +$3.95K +33 +21%
DF
768
Dunhill Financial
United Kingdom
$22K +$120 +1 +0.5%
USB
769
Union Savings Bank
Connecticut
$21.1K
NCM
770
Northwest Capital Management
Oregon
$18.4K
DWM
771
Darwin Wealth Management
Florida
$17.2K
RPCA
772
Running Point Capital Advisors
California
$17.2K +$17.2K +144 New
BA
773
Bristlecone Advisors
Washington
$16.9K
SN
774
Sittner & Nelson
Oregon
$16.6K
CAM
775
Creekmur Asset Management
Illinois
$16.3K