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
EH
76
Equitable Holdings
New York
$10.1M
RFC
77
Regions Financial Corp
Alabama
$10.1M
MCCA
78
Mill Creek Capital Advisors
Pennsylvania
$9.36M
US Bancorp
79
US Bancorp
Minnesota
$9.23M
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$9.06M
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$8.68M
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$7.89M
I
83
InvesTrust
Oklahoma
$7.74M
LWP
84
LMG Wealth Partners
Louisiana
$7.67M
DWM
85
Dakota Wealth Management
Florida
$7.61M
OFS
86
Oldfather Financial Services
Nebraska
$7.56M
M&T Bank
87
M&T Bank
New York
$7.47M
DI
88
DDFG Inc
California
$7.28M
LI
89
Leeward Investments
Massachusetts
$7.03M
UWPG
90
Ullmann Wealth Partners Group
Florida
$6.88M
IA
91
IFP Advisors
Florida
$6.82M
ADL
92
Asset Dedication LLC
California
$6.77M
GT
93
Greenleaf Trust
Michigan
$6.66M
FCFC
94
First Citizens Financial Corp
Iowa
$6.65M
SCM
95
SOL Capital Management
Maryland
$6.61M
PFS
96
Prospera Financial Services
Texas
$6.51M
ABC
97
Associated Banc-Corp
Wisconsin
$6.45M
FWMM
98
Foundation Wealth Management (Missouri)
Missouri
$6.37M
JWA
99
JFS Wealth Advisors
Pennsylvania
$6.35M
BCM
100
Becker Capital Management
Oregon
$6.33M