IJJ icon

iShares S&P Mid-Cap 400 Value ETF

827 hedge funds and large institutions have $5.88B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 286 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: 1616 (0)

21% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 286

Holders
827
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
$592K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
126
Signature Estate & Investment Advisors
California
$4.77M
BFG
127
Bleakley Financial Group
New Jersey
$4.74M
PAG
128
Private Advisor Group
New Jersey
$4.66M
JFA
129
JNBA Financial Advisors
Minnesota
$4.66M
LFAS
130
Level Four Advisory Services
Texas
$4.56M
CPSAC
131
Chas P. Smith & Associates (CPS)
Florida
$4.56M
NWAG
132
Net Worth Advisory Group
Utah
$4.47M
KWMG
133
King Wealth Management Group
Florida
$4.45M
CIAS
134
CFS Investment Advisory Services
New Jersey
$4.39M
FTWA
135
Fifth Third Wealth Advisors
Ohio
$4.35M
BA
136
Brightwater Advisory
Florida
$4.34M
SC
137
Sierra Capital
Florida
$4.31M
TRIA
138
Trail Ridge Investment Advisors
Colorado
$4.29M
CA
139
Centerpoint Advisors
Massachusetts
$4.25M
HWA
140
Heritage Wealth Advisors
Virginia
$4.24M
SA
141
Sanctuary Advisors
Indiana
$4.18M
SFA
142
Sequoia Financial Advisors
Ohio
$4.17M
ITB
143
Idaho Trust Bank
Idaho
$4.1M
NAM
144
NorthCrest Asset Manangement
Minnesota
$4.09M
GIM
145
Goelzer Investment Management
Indiana
$4.08M
AWP
146
Astra Wealth Partners
New Jersey
$3.96M
MWM
147
Modera Wealth Management
New Jersey
$3.94M
CWM
148
Cranbrook Wealth Management
Michigan
$3.94M
MT
149
Midwest Trust
Kansas
$3.9M
RWA
150
River Wealth Advisors
Pennsylvania
$3.82M