IJJ icon

iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PSCM
151
Per Stirling Capital Management
Texas
$3.87M -$116K -966 -3%
GJIA
152
Glass Jacobson Investment Advisors
Maryland
$3.78M
BDWCC
153
B&D White Capital Company
Texas
$3.76M +$3.52M +29,416 +1,466%
CWM
154
Cranbrook Wealth Management
Michigan
$3.76M -$20.6K -172 -0.5%
HWA
155
Heritage Wealth Advisors
Virginia
$3.76M
LFAS
156
Level Four Advisory Services
Texas
$3.71M -$51.4K -429 -1%
LC
157
LTG Capital
Massachusetts
$3.69M -$240K -2,008 -6%
ATPW
158
Ashton Thomas Private Wealth
Arizona
$3.66M +$590K +4,931 +19%
MWM
159
Modera Wealth Management
New Jersey
$3.65M +$55.3K +462 +2%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$3.62M +$1.57M +13,115 +77%
RWA
161
River Wealth Advisors
Pennsylvania
$3.57M -$48K -401 -1%
Citadel Advisors
162
Citadel Advisors
Florida
$3.56M +$3.56M +29,765 New
NF
163
Nikulski Financial
Iowa
$3.43M -$125K -1,041 -4%
AA
164
Alesco Advisors
New York
$3.37M -$37.1K -310 -1%
FHB
165
First Hawaiian Bank
Hawaii
$3.35M -$265K -2,212 -7%
CAM
166
Campion Asset Management
Virginia
$3.35M -$27.3K -228 -0.8%
NCM
167
Neumann Capital Management
California
$3.2M +$35.9K +300 +1%
Members Trust
168
Members Trust
Florida
$3.18M -$14.4K -120 -0.4%
CCM
169
Coldstream Capital Management
Washington
$3.16M -$25.3K -211 -0.8%
Betterment LLC
170
Betterment LLC
New York
$3.15M +$174K +1,456 +6%
WTC
171
WhitTier Trust Company
Nevada
$3.09M +$299K +2,496 +11%
CB
172
Commerce Bank
Missouri
$3.05M -$9.22K -77 -0.3%
SFG
173
SNS Financial Group
Minnesota
$2.87M -$55.1K -460 -2%
SSW
174
Smith Shellnut Wilson
Mississippi
$2.85M +$26.2K +219 +0.9%
PP
175
Prosperity Planning
Missouri
$2.8M -$43.7K -365 -2%