IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

798 hedge funds and large institutions have $5.43B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 199 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
10.7%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.24%
New
58
Increased
199
Reduced
311
Closed
53
Calls
$39.6M
Puts
–
Net Calls
+$39.6M
Net Calls Change
+$39.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$438M
2
Morgan Stanley
Morgan Stanley
New York
$529M
3
CFB
Cullen/Frost Bankers
Texas
$103M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$59.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$8.98M

Top Sellers

1
WIA
World Investment Advisors
California
$574K
2
EK
Evensky & Katz
Florida
$56M
3
WAS
Wealth Advisory Solutions
Indiana
$2.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$161M
5
CFA
Camarda Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
151
Campion Asset Management
Virginia
$3.42M -$40.9K -331 -1%
FHB
152
First Hawaiian Bank
Hawaii
$3.41M -$56.2K -455 -2%
WTC
153
WhitTier Trust Company
Nevada
$3.39M +$203K +1,644 +6%
NCM
154
Neumann Capital Management
California
$3.35M +$47K +380 +1%
NF
155
Nikulski Financial
Iowa
$3.27M -$274K -2,220 -8%
Members Trust
156
Members Trust
Florida
$3.21M -$80.1K -648 -2%
HCA
157
Heck Capital Advisors
Wisconsin
$3.13M +$328K +2,654 +12%
CCM
158
Coldstream Capital Management
Washington
$3.09M -$165K -1,332 -5%
SFG
159
SNS Financial Group
Minnesota
$2.95M -$9.89K -80 -0.3%
SIA
160
Soltis Investment Advisors
Utah
$2.93M +$222K +1,799 +8%
PP
161
Prosperity Planning
Missouri
$2.88M -$4.57K -37 -0.2%
CB
162
Commerce Bank
Missouri
$2.79M -$363K -2,940 -12%
JE
163
JMAC Enterprises
Pennsylvania
$2.78M -$4.83M -39,108 -63%
BlackRock
164
BlackRock
New York
$2.77M -$55.6K -450 -2%
PIS
165
POM Investment Strategies
North Carolina
$2.75M +$2.62M +21,204 +1,980%
CAM
166
Cozad Asset Management
Illinois
$2.68M +$359K +2,908 +15%
UB
167
UMB Bank
Missouri
$2.68M -$10.9K -88 -0.4%
SPC
168
Sigma Planning Corp
Michigan
$2.5M +$483K +3,907 +24%
RWP
169
RWA Wealth Partners
Massachusetts
$2.48M -$8.4K -68 -0.3%
GPA
170
Guidance Point Advisors
Massachusetts
$2.48M +$2.72K +22 +0.1%
SFO
171
Stokes Family Office
Louisiana
$2.47M -$8.16K -66 -0.3%
ST
172
Sageworth Trust
Pennsylvania
$2.46M +$2.46M +19,895 New
BFA
173
Bragg Financial Advisors
North Carolina
$2.45M -$5.44K -44 -0.2%
OC
174
Oppenheimer & Co
New York
$2.44M -$79.5K -643 -3%
FFL
175
Future Fund LLC
Illinois
$2.43M +$2.43M +19,662 New
5 6
7
8 9