iShares S&P Mid-Cap 400 Value ETF
874 hedge funds and large institutions have $6.33B invested in iShares S&P Mid-Cap 400 Value ETF in 2026 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 214 increasing their positions, 312 reducing their positions, and 37 closing their positions.
105% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 37
10% more capital invested
Capital invested by funds: $5.76B → $6.33B (+$565M)
3% more funds holding
Funds holding: 849 → 874 (+25)
0.14% more ownership
Funds ownership: 72.15% → 72.29% (+0.14%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
31% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 312
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$12.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$10.1M |
| 4 |
IFA
Independence Financial Advisors
Franklin,
New Hampshire
|
+$9.38M |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
+$8.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$42.3M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$20.3M |
| 3 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$11.2M |
| 4 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$8.05M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$7.8M |
IJJ Hedge Fund Activity: Q2 2026 in Review
874 of the 8,286 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2026, worth a combined $6.33B — up 9.8% from $5.76B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new IJJ positions and 37 closed out — a net gain of 39 holders — while 214 added to existing stakes and 312 trimmed.
The largest buyer was Lido Advisors, adding an estimated $12.2M. The largest seller was UBS Group, cutting an estimated $42.3M.
- 874 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2026, up from 849 in Q1 2026.
- Funds reported $6.33B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2026, up 9.8% quarter-over-quarter.
- 76 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2026 and 37 closed out, a net change of +39 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2026 was Lido Advisors, an estimated $12.2M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2026 was UBS Group, an estimated $42.3M sold.
Based on aggregated 13F filings for Q2 2026.