iShares S&P Mid-Cap 400 Value ETF
849 hedge funds and large institutions have $5.76B invested in iShares S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 216 increasing their positions, 292 reducing their positions, and 45 closing their positions.
53% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 45
1% more funds holding
Funds holding: 839 → 849 (+10)
0.59% more ownership
Funds ownership: 71.56% → 72.15% (+0.59%)
2% less capital invested
Capital invested by funds: $5.89B → $5.76B (-$125M)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
26% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 292
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$45.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.9M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$17.3M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$17M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Align Financial
Hermantown,
Minnesota
|
-$27.7M |
| 2 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$24M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$18.4M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$15.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.4M |
IJJ Hedge Fund Activity: Q1 2026 in Review
849 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2026, worth a combined $5.76B — down 2.1% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new IJJ positions and 45 closed out — a net gain of 24 holders — while 216 added to existing stakes and 292 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $45.6M. The largest seller was Align Financial, cutting an estimated $27.7M.
- 849 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2026, up from 839 in Q4 2025.
- Funds reported $5.76B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2026, down 2.1% quarter-over-quarter.
- 69 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2026 and 45 closed out, a net change of +24 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $45.6M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2026 was Align Financial, an estimated $27.7M sold.
Based on aggregated 13F filings for Q1 2026.