IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

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

Top Buyers

1
WIA
World Investment Advisors
California
+$25.8M
2
LPL Financial
LPL Financial
California
+$19.5M
3
WANY
Wealthspire Advisors (New York)
New York
+$17.5M
4
Wells Fargo
Wells Fargo
California
+$17.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$18M
3
JE
JMAC Enterprises
Pennsylvania
-$9.57M
4
Ameriprise
Ameriprise
Minnesota
-$7.96M
5
UBS Group
UBS Group
Switzerland
-$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
176
BlackRock
New York
$2.74M -$28.3K -236 -1%
HCA
177
Heck Capital Advisors
Wisconsin
$2.71M +$764K +6,379 +39%
VW
178
Vance Wealth
California
$2.71M -$241K -2,009 -8%
QPWM
179
Quadrant Private Wealth Management
Pennsylvania
$2.67M – – –
SIA
180
Soltis Investment Advisors
Utah
$2.63M +$91.1K +761 +4%
AAS
181
Avantax Advisory Services
Texas
$2.62M +$174K +1,451 +7%
UB
182
UMB Bank
Missouri
$2.6M -$18.4K -154 -0.7%
AWM
183
Apollon Wealth Management
South Carolina
$2.59M +$906K +7,564 +54%
HWM
184
HB Wealth Management
Georgia
$2.57M +$17.8K +149 +0.7%
TCBWMS
185
Texas Capital Bank Wealth Management Services
Texas
$2.49M +$1.71M +14,298 +220%
OC
186
Oppenheimer & Co
New York
$2.44M +$146K +1,219 +6%
RWP
187
RWA Wealth Partners
Massachusetts
$2.41M +$2.16M +18,023 +855%
SFO
188
Stokes Family Office
Louisiana
$2.4M +$120 +1 +0%
GPA
189
Guidance Point Advisors
Massachusetts
$2.4M +$21.4K +179 +0.9%
BFA
190
Bragg Financial Advisors
North Carolina
$2.38M +$5.75K +48 +0.2%
OPW
191
Oxler Private Wealth
New York
$2.37M -$66K -551 -3%
TFF
192
The Family Firm
Maryland
$2.35M -$38.8K -324 -2%
AQR Capital Management
193
AQR Capital Management
Connecticut
$2.33M +$1.7M +14,209 +268%
GT
194
Glenmede Trust
Pennsylvania
$2.28M – – –
CAM
195
Cozad Asset Management
Illinois
$2.25M +$124K +1,038 +6%
TIA
196
Tiemann Investment Advisors
California
$2.22M -$39.5K -330 -2%
DBIA
197
Dumont & Blake Investment Advisors
New Jersey
$2.22M +$2.28K +19 +0.1%
TPCW
198
TD Private Client Wealth
New York
$2.15M -$173K -1,443 -7%
GWMR
199
GC Wealth Management RIA
Massachusetts
$2.14M -$30.7K -256 -1%
OA
200
Operose Advisors
Wisconsin
$2.12M -$3.59K -30 -0.2%
6 7
8
9 10