iShares S&P Mid-Cap 400 Value ETF
814 hedge funds and large institutions have $5.7B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 220 increasing their positions, 274 reducing their positions, and 45 closing their positions.
74% more call options, than puts
Call options by funds: $610K | Put options by funds: $350K
22% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 45
0.31% more ownership
Funds ownership: 70.95% → 71.26% (+0.31%)
0% less funds holding
Funds holding: 816 → 814 (-2)
8% less capital inflows, than outflows
Capital inflows: $211M | Capital outflows: $230M
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
20% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 274
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Balance Wealth
Delaware,
Ohio
|
+$32.2M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$26.9M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$16.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
Midland Wealth Advisors
Effingham,
Illinois
|
-$33.7M |
| 2 |
Morgan Stanley
New York
|
-$31.8M |
| 3 |
WJA
Willis Johnson & Associates
Houston,
Texas
|
-$17M |
| 4 |
GSWM
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
-$16.8M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$13.7M |
IJJ Hedge Fund Activity: Q3 2025 in Review
814 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2025, worth a combined $5.7B — up 4.4% from $5.45B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new IJJ positions and 45 closed out — a net gain of 10 holders — while 220 added to existing stakes and 274 trimmed.
The largest buyer was Balance Wealth, opening a new position worth an estimated $32.2M. The largest seller was Midland Wealth Advisors, cutting an estimated $33.7M.
- 814 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2025, down from 816 in Q2 2025.
- Funds reported $5.7B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2025, up 4.4% quarter-over-quarter.
- 55 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2025 and 45 closed out, a net change of +10 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2025 was Balance Wealth, an estimated $32.2M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2025 was Midland Wealth Advisors, an estimated $33.7M sold.
Based on aggregated 13F filings for Q3 2025.