IJJ icon

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 %
MML Investors Services
76
MML Investors Services
Massachusetts
$9.27M +$2.64M +22,009 +40%
US Bancorp
77
US Bancorp
Minnesota
$9.23M -$434K -3,622 -4%
Goldman Sachs
78
Goldman Sachs
New York
$8.79M +$5.46M +45,589 +164%
AWS
79
Atria Wealth Solutions
New York
$8.73M -$500K -4,174 -5%
MCCA
80
Mill Creek Capital Advisors
Pennsylvania
$8.65M – – –
M&T Bank
81
M&T Bank
New York
$8.53M -$510K -4,260 -6%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$8.44M -$322K -2,690 -4%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$8.29M -$326K -2,720 -4%
ACA
84
Ascension Capital Advisors
Texas
$8.15M +$8.15M +68,103 New
I
85
InvesTrust
Oklahoma
$7.39M -$102K -850 -1%
JE
86
JMAC Enterprises
Pennsylvania
$7.38M -$9.57M -79,957 -56%
ABC
87
Associated Banc-Corp
Wisconsin
$7.27M +$13.2K +110 +0.2%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$7.2M +$200K +1,674 +3%
PFS
89
Prospera Financial Services
Texas
$7.08M -$1.83M -15,299 -21%
UWPG
90
Ullmann Wealth Partners Group
Florida
$6.98M -$481K -4,016 -6%
LWP
91
LMG Wealth Partners
Louisiana
$6.97M +$49.6K +414 +0.7%
WWM
92
Whalen Wealth Management
Nevada
$6.77M +$6.77M +56,574 New
OFS
93
Oldfather Financial Services
Nebraska
$6.48M +$96.7K +808 +2%
RFC
94
Regions Financial Corp
Alabama
$6.46M -$99K -827 -2%
GT
95
Greenleaf Trust
Michigan
$6.31M -$525K -4,385 -8%
DWM
96
Dakota Wealth Management
Florida
$6.15M +$657K +5,490 +12%
BCM
97
Becker Capital Management
Oregon
$5.84M – – –
AWM
98
AE Wealth Management
Kansas
$5.69M +$5.42M +45,239 +1,953%
FCFC
99
First Citizens Financial Corp
Iowa
$5.67M +$19.5K +163 +0.3%
ADL
100
Asset Dedication LLC
California
$5.63M +$536K +4,480 +11%
2 3
4
5 6