IJJ icon

iShares S&P Mid-Cap 400 Value ETF

805 hedge funds and large institutions have $5.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 806805 (-1)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

20% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 271

Holders
805
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
$610K
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
826
Advisor Resource Council
Texas
CIA
827
Choate Investment Advisors
Massachusetts
TCM
828
Traub Capital Management
Massachusetts
MYIA
829
Mount Yale Investment Advisors
Colorado
GM
830
GeoWealth Management
Illinois
MWM
831
MorganRosel Wealth Management
Colorado
CICI
832
Capital Investment Counsel Inc
North Carolina
RIM
833
Ryan Investment Management
Colorado
TIM
834
Total Investment Management
Arizona
PC
835
Promus Capital
Illinois
RPCA
836
Running Point Capital Advisors
California
BA
837
Bristlecone Advisors
Washington
WPA
838
West Paces Advisors
Georgia
TCM
839
Tradewinds Capital Management
Washington
TSMHT
840
Thurston Springer Miller Herd & Titak
Indiana
RhumbLine Advisers
841
RhumbLine Advisers
Massachusetts
SC
842
Stephens Consulting
Michigan
FMTCOCP
843
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
AG
844
AmeriFlex Group
Nevada
Qube Research & Technologies (QRT)
845
Qube Research & Technologies (QRT)
United Kingdom
HWM
846
Hemington Wealth Management
Virginia
RWM
847
RMG Wealth Management
Wisconsin
Fuller & Thaler Asset Management
848
Fuller & Thaler Asset Management
California
TC
849
Trust Company
Kansas
TPWA
850
Twin Peaks Wealth Advisors
California