IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

793 hedge funds and large institutions have $5.42B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 198 increasing their positions, 308 reducing their positions, and 53 closing their positions.

Holders
793
Holders Change
-15
Holders Change %
-1.86%
% of All Funds
10.65%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.24%
New
58
Increased
198
Reduced
308
Closed
53
Calls
$39.6M
Puts
–
Net Calls
+$39.6M
Net Calls Change
+$39.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$438M
2
Morgan Stanley
2
Morgan Stanley
New York
$529M
3
CFB
3
Cullen/Frost Bankers
Texas
$103M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59.3M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$8.98M

Top Sellers

1
WIA
1
World Investment Advisors
California
$574K
2
EK
2
Evensky & Katz
Florida
$56M
3
WAS
3
Wealth Advisory Solutions
Indiana
$2.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$161M
5
CFA
5
Camarda Financial Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
826
Foundations Investment Advisors
Arizona
– – -2,228 Closed
FLPIM
827
F.L. Putnam Investment Management
Massachusetts
– – -2,126 Closed
FNBT
828
FineMark National Bank & Trust
Florida
– – -2,087 Closed
CFG
829
Clayton Financial Group
Missouri
– – -2,053 Closed
FA
830
FSA Advisors
Michigan
– – -2,032 Closed
MWM
831
Mattern Wealth Management
Kansas
– – -1,953 Closed
SFC
832
Strategic Financial Concepts
Texas
– – -1,934 Closed
HC
833
Hamilton Capital
Ohio
– – -1,787 Closed
RA
834
Ruggaard & Associates
Ohio
– – -1,737 Closed
AWA
835
Arete Wealth Advisors
Illinois
– – -1,673 Closed
CA
836
Continuum Advisory
Idaho
– – -1,070 Closed
FLP
837
Financial Life Planners
Arizona
– – -941 Closed
SFG
838
Stonebridge Financial Group
Pennsylvania
– – -858 Closed
MFA
839
Morling Financial Advisors
California
– – -761 Closed
QCG
840
Quadrant Capital Group
Ohio
– – -750 Closed
QC
841
Quent Capital
New York
– – -401 Closed
SIM
842
Synergy Investment Management
Florida
– – -379 Closed
RCA
843
Runnymede Capital Advisors
Ohio
– – -270 Closed
VBA
844
von Borstel & Associates
Oregon
– – -226 Closed
RWM
845
Ruedi Wealth Management
Illinois
– – -61 Closed
MBFW
846
Morton Brown Family Wealth
Pennsylvania
– – -56 Closed
WT
847
Washington Trust
Rhode Island
– – -40 Closed
OCM
848
Oribel Capital Management
New York
– – – –
30 31 32 33
34