IJJ icon

iShares S&P Mid-Cap 400 Value ETF

831 hedge funds and large institutions have $5.73B invested in iShares S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 213 increasing their positions, 283 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

25% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 283

Holders
831
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$212K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCCA
76
Mill Creek Capital Advisors
Pennsylvania
$9.56M
US Bancorp
77
US Bancorp
Minnesota
$8.95M
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$8.33M
LWP
79
LMG Wealth Partners
Louisiana
$8.32M
OE
80
OFS Enterprise
Nebraska
$8.13M
I
81
InvesTrust
Oklahoma
$7.9M
FAM
82
Flaharty Asset Management
Florida
$7.86M
CWL
83
Causey Wealth LLC
Colorado
$7.82M
DI
84
DDFG Inc
California
$7.75M
PFPG
85
Pinnacle Financial Partners (Georgia)
Georgia
$7.55M
MWA
86
MFA Wealth Advisors
Pennsylvania
$7.52M
SF
87
Summit Financial
New Jersey
$7.52M
AWA
88
Arkadios Wealth Advisors
Georgia
$7.47M
BMCM
89
Bryn Mawr Capital Management
Pennsylvania
$7.34M
IA
90
IFP Advisors
Florida
$7.19M
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$7.18M
FWMM
92
Foundation Wealth Management (Missouri)
Missouri
$7.08M
MB
93
MidFirst Bank
Oklahoma
$7.05M
BlackRock
94
BlackRock
New York
$6.93M
FCFC
95
First Citizens Financial Corp
Iowa
$6.68M
BCM
96
Becker Capital Management
Oregon
$6.47M
GT
97
Greenleaf Trust
Michigan
$6.44M
M&T Bank
98
M&T Bank
New York
$6.42M
UWPG
99
Ullmann Wealth Partners Group
Florida
$6.4M
PMWMG
100
Parr McKnight Wealth Management Group
Minnesota
$6.37M