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
BPA
151
Beacon Pointe Advisors
California
$3.81M
HWM
152
HB Wealth Management
Georgia
$3.79M
SIA
153
Soltis Investment Advisors
Utah
$3.79M
LC
154
LTG Capital
Massachusetts
$3.76M
WTC
155
WhitTier Trust Company
Nevada
$3.75M
Goldman Sachs
156
Goldman Sachs
New York
$3.72M
SG
157
StoneX Group
New York
$3.68M
GJIA
158
Glass Jacobson Investment Advisors
Maryland
$3.65M
AA
159
Alesco Advisors
New York
$3.64M
ATPW
160
Ashton Thomas Private Wealth
Arizona
$3.6M
NCM
161
Neumann Capital Management
California
$3.54M
GCA
162
Gallagher Capital Advisors
Texas
$3.51M
AB
163
ANB Bank
Colorado
$3.42M
MCM
164
M1 Capital Management
Michigan
$3.4M
CAM
165
Campion Asset Management
Virginia
$3.33M
CCM
166
Coldstream Capital Management
Washington
$3.19M
RIG
167
Ramiah Investment Group
Wisconsin
$3.18M
Members Trust
168
Members Trust
Florida
$3.17M
PP
169
Prosperity Planning
Missouri
$3.14M
WMWM
170
Whitaker-Myers Wealth Managers
Ohio
$3.12M
FHB
171
First Hawaiian Bank
Hawaii
$3.12M
NF
172
Nikulski Financial
Iowa
$3.04M
JE
173
JMAC Enterprises
Pennsylvania
$2.94M
TSW
174
Thompson Siegel & Walmsley
Virginia
$2.94M
SFG
175
SNS Financial Group
Minnesota
$2.91M