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 %
Citigroup
201
Citigroup
New York
$2.11M +$986K +8,239 +88%
FHC
202
First Heartland Consultants
Missouri
$2.09M -$1.22M -10,188 -37%
FFA
203
Farther Finance Advisors
California
$2.08M +$1.96M +16,311 +1,549%
SCG
204
Sonata Capital Group
Washington
$2.07M -$23.9K -200 -1%
HWMC
205
Heritage Wealth Management (California)
California
$2.07M +$88.2K +737 +4%
IC
206
IEQ Capital
California
$2.05M +$2.05M +17,148 New
AIP
207
Almanack Investment Partners
Pennsylvania
$2.05M
OWM
208
Opes Wealth Management
California
$2.03M +$95.8K +800 +5%
AWM
209
Avior Wealth Management
Nebraska
$2.02M -$36.5K -305 -2%
PB
210
Pinnacle Bancorp
Nebraska
$2.01M -$35.4K -296 -2%
SCM
211
Stordahl Capital Management
Colorado
$2M -$359 -3 -0%
AF
212
Allworth Financial
California
$1.99M -$70K -610 -3%
SPC
213
Sigma Planning Corp
Michigan
$1.96M -$690K -5,762 -26%
BCG
214
Breakwater Capital Group
New Jersey
$1.95M +$18.3K +153 +0.9%
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$1.94M -$44.7K -373 -2%
AFG
216
Allegheny Financial Group
Pennsylvania
$1.94M +$32.6K +272 +2%
FGWP
217
Founders Grove Wealth Partners
Virginia
$1.93M +$152K +1,268 +9%
KWM
218
Kingsview Wealth Management
Oregon
$1.92M -$113K -945 -6%
CA
219
CoreCap Advisors
Michigan
$1.92M +$1.8M +15,031 +1,520%
Renaissance Technologies
220
Renaissance Technologies
New York
$1.89M +$1.54M +12,900 +445%
SWA
221
SOA Wealth Advisors
New York
$1.88M +$3.23K +27 +0.2%
William Blair & Company
222
William Blair & Company
Illinois
$1.88M +$36.9K +308 +2%
SWA
223
Stratos Wealth Advisors
Ohio
$1.87M +$4.19K +35 +0.2%
BAM
224
Belpointe Asset Management
Nevada
$1.85M +$1.46M +12,168 +375%
CA
225
Clearstead Advisors
Ohio
$1.81M +$1.68K +14 +0.1%