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
SW
851
SteelPeak Wealth
California
FMWA
852
Forvis Mazars Wealth Advisors
Missouri
BWA
853
BlueChip Wealth Advisors
Georgia
AFP
854
Ausdal Financial Partners
Iowa
MPWS
855
McCarter Private Wealth Services
Massachusetts
PAS
856
Park Avenue Securities
New York
DIA
857
Dana Investment Advisors
Wisconsin
AIA
858
Allied Investment Advisors
Montana
KOC
859
Koss-Olinger Consulting
Florida
PPWM
860
Paragon Private Wealth Management
Kentucky
SIC
861
Salem Investment Counselors
North Carolina
MSG
862
Main Street Group
Virginia
EPW
863
Evergreen Private Wealth
Colorado
FLP
864
Financial Life Planners
Arizona
FFWM
865
Future Financial Wealth Management
Ohio
CCM
866
Chilton Capital Management
Texas
EB
867
Eastern Bank
Massachusetts
NC
868
North Capital
Utah
TRCT
869
Tower Research Capital (TRC)
New York
AWM
870
Absher Wealth Management
North Carolina
SCA
871
Stuart Chaussee & Associates
California
ATS
872
Ashton Thomas Securities
New York
PCM
873
Perritt Capital Management
Illinois
NCM
874
Northwest Capital Management
Oregon
PCTC
875
Perkins Coie Trust Company
Washington