iShares S&P Mid-Cap 400 Value ETF
815 hedge funds and large institutions have $5.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 204 increasing their positions, 316 reducing their positions, and 53 closing their positions.
15% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 53
1% more capital invested
Capital invested by funds: $5.4B → $5.45B (+$52.3M)
0.77% more ownership
Funds ownership: 70.18% → 70.95% (+0.77%)
0% less funds holding
Funds holding: 819 → 815 (-4)
17% less funds holding in top 10
Funds holding in top 10: 24 → 20 (-4)
35% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 316
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.8M |
| 2 |
Morgan Stanley
New York
|
+$16.4M |
| 3 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$10.6M |
| 4 |
Bank of New York Mellon
New York
|
+$8.2M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$7.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$25.6M |
| 2 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$16.4M |
| 3 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$15.8M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$13.7M |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$11.2M |
IJJ Hedge Fund Activity: Q2 2025 in Review
815 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2025, worth a combined $5.45B — up 0.97% from $5.4B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IJJ positions and 53 closed out — a net gain of 8 holders — while 204 added to existing stakes and 316 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $38.8M. The largest seller was World Investment Advisors, cutting an estimated $25.6M.
- 815 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2025, down from 819 in Q1 2025.
- Funds reported $5.45B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2025, up 0.97% quarter-over-quarter.
- 61 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2025 and 53 closed out, a net change of +8 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2025 was Fidelity Investments, an estimated $38.8M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2025 was World Investment Advisors, an estimated $25.6M sold.
Based on aggregated 13F filings for Q2 2025.