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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 %
POIA
801
Pin Oak Investment Advisors
Texas
$5K – – –
TWC
802
TD Waterhouse Canada
Ontario, Canada
$4.8K – – –
WT
803
Washington Trust
Rhode Island
$4.79K – – –
TC
804
Trust Company
Kansas
$4.07K – – –
HFS
805
Hantz Financial Services
Michigan
$4K +$4K +30 New
RF
806
Rossby Financial
Florida
$3.65K +$3.65K +32 New
Fuller & Thaler Asset Management
807
Fuller & Thaler Asset Management
California
$2.29K -$13.5K -112 -85%
RA
808
Rise Advisors
New York
$2.28K – – –
ME
809
McIlrath & Eck
Washington
$2.04K – – –
SFA
810
Semmax Financial Advisors
North Carolina
$1.98K +$1.98K +17 New
LI
811
LVZ Inc
Michigan
– -$3.51M -28,096 Closed
EE
812
EWG Elevate
California
– -$2.35M -18,829 Closed
GS
813
GTS Securities
New York
– -$2.3M -18,367 Closed
MA
814
Mutual Advisors
Nebraska
– -$2.14M -16,664 Closed
RBFC
815
Roman Butler Fullerton & Co
Missouri
– -$1.8M -13,787 Closed
PCA
816
Prosperity Capital Advisors
Ohio
– -$1.56M -12,468 Closed
IAA
817
Independent Advisor Alliance
North Carolina
– -$1.5M -11,980 Closed
ONB
818
Old National Bancorp
Indiana
– -$1.3M -10,394 Closed
HCC
819
Hirtle Callaghan & Co
Pennsylvania
– -$962K -7,700 Closed
OCM
820
Objective Capital Management
Ohio
– -$912K -7,299 Closed
HF
821
HRT Financial
New York
– -$733K -5,872 Closed
FI
822
FWG Investments
Kentucky
– -$531K -4,249 Closed
MW
823
Maia Wealth
Colorado
– -$493K -3,782 Closed
SAM
824
Strive Asset Management
Ohio
– -$409K -3,271 Closed
Boston Partners
825
Boston Partners
Massachusetts
– -$322K -2,575 Closed
31 32
33
34 35