iShares S&P Mid-Cap 400 Value ETF
841 hedge funds and large institutions have $5.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 288 reducing their positions, and 47 closing their positions.
85% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 47
3% more funds holding
Funds holding: 814 → 841 (+27)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
0.21% less ownership
Funds ownership: 71.26% → 71.05% (-0.21%)
0% less capital invested
Capital invested by funds: $5.7B → $5.67B (-$23.5M)
22% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 288
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.4M |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
+$21.1M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$5.84M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$5.51M |
| 5 |
DBRC
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$36.1M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$29.5M |
| 3 |
BW
Balance Wealth
Delaware,
Ohio
|
-$16.4M |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$16.4M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
-$16.3M |
IJJ Hedge Fund Activity: Q4 2025 in Review
841 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2025, worth a combined $5.67B — down 0.41% from $5.7B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new IJJ positions and 47 closed out — a net gain of 40 holders — while 226 added to existing stakes and 288 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $34.4M. The largest seller was GW Henssler & Associates, cutting an estimated $36.1M.
- 841 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2025, up from 814 in Q3 2025.
- Funds reported $5.67B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2025, down 0.41% quarter-over-quarter.
- 87 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2025 and 47 closed out, a net change of +40 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2025 was Fidelity Investments, an estimated $34.4M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2025 was GW Henssler & Associates, an estimated $36.1M sold.
Based on aggregated 13F filings for Q4 2025.