iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q1 2025 (March 31)819holders −7
49new positions
50sold out
3famous investors
$119.69avg. 13F price*
At the end of Q1 2025, 819 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, down 7 from Q4 2024. 49 opened new positions and 50 sold out. The largest holders were Morgan Stanley ($495.3M), Wells Fargo & Company ($445.5M) and FMR LLC ($385.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares S&P Mid-Cap 400 Valu
- CUSIP
- 464287705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $64.4M |
| Exits | 50 | $25.0M |
All 13F filers, Q4 2024 → Q1 2025: 2,344,156 shares bought and 1,477,259 shares sold, net +866,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 819 holders
| Morgan Stanley | 0.04% | Add +1.9% | 4,137,135 | $495.3M |
| Wells Fargo & Company | 0.11% | Add +4.0% | 3,720,519 | $445.5M |
| FMR LLC | 0.02% | Reduce -4.5% | 3,215,922 | $385.0M |
| Bank of America Corp. | 0.03% | Add +1.3% | 2,372,427 | $284.1M |
| UBS Group AG | 0.06% | Reduce -2.9% | 2,092,372 | $250.5M |
| Envestnet Asset Management Inc. | 0.08% | Add +6.2% | 1,978,891 | $236.9M |
| PNC Financial Services Group, Inc. | 0.09% | Add +0.6% | 1,415,718 | $169.5M |
| D.A. Davidson & Co. | 0.89% | Add +2.8% | 922,596 | $110.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -6.7% | 921,333 | $110.4M |
| Raymond James Financial Inc. | 0.04% | Add +2.7% | 876,953 | $105.0M |
| LPL Financial LLC | 0.04% | Add +25.0% | 817,455 | $97.9M |
| Cullen/Frost Bankers, Inc. | 1.24% | Add +5.2% | 741,779 | $88.8M |
| Northern Trust Corp. | 0.01% | Add +1.2% | 713,470 | $85.4M |
| Financial Engines Advisors L.L.C. | 0.17% | Reduce -2.6% | 672,365 | $80.5M |
| Evensky & Katz LLC | 4.76% | Reduce -7.0% | 592,199 | $70.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.1% | 591,070 | $70.8M |
| Midland Wealth Advisors, LLC | 4.13% | Add +1.3% | 586,177 | $70.2M |
| Royal Bank of Canada | 0.01% | Add +3.5% | 542,879 | $65.0M |
| Willis Johnson & Associates, Inc. | 4.16% | Add +0.9% | 459,024 | $55.0M |
| GW Henssler & Associates Ltd. | 3.06% | Add +6.1% | 445,141 | $53.3M |
| HighTower Advisors, LLC | 0.07% | Add +12.2% | 438,182 | $52.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 429,104 | $51.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.8% | 410,290 | $49.1M |
| Baird Financial Group, Inc. | 0.08% | Reduce -5.7% | 341,094 | $40.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.0% | 333,830 | $40.0M |
| MAI Capital Management | 0.30% | Reduce -7.7% | 330,251 | $39.5M |
| Wilmington Savings Fund Society, FSB | 0.72% | Reduce -0.7% | 322,838 | $38.7M |
| Bokf, NA | 0.68% | Reduce -0.6% | 321,739 | $38.5M |
| Wealthspire Advisors, LLC | 0.19% | Add +123.1% | 265,060 | $31.7M |
| Pathstone Holdings, LLC | 0.13% | Reduce -0.9% | 253,309 | $30.3M |
| Courier Capital LLC | 1.86% | Add +0.2% | 237,682 | $28.5M |
| Truist Financial Corp. | 0.05% | Reduce -11.9% | 236,885 | $28.4M |
| Creative Planning | 0.03% | Reduce -3.1% | 234,996 | $28.1M |
| Cerity Partners LLC | 0.06% | Add +0.1% | 231,114 | $27.7M |
| World Investment Advisors | 0.69% | Add +3213.7% | 222,382 | $26.6M |
| Mesirow Financial Investment Management, Inc. | 0.50% | Reduce -0.8% | 215,184 | $25.8M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.2% | 214,343 | $25.7M |
| Rehmann Capital Advisory Group | 1.59% | Add +6.3% | 211,159 | $25.3M |
| Lido Advisors, LLC | 0.14% | Reduce -3.7% | 190,887 | $22.9M |
| Keybank National Association | 0.09% | Add +7.5% | 190,700 | $22.8M |
| Jones Financial Companies LLLP | 0.02% | Add +16.0% | 181,060 | $21.6M |
| Mariner, LLC | 0.03% | Add +1.5% | 171,719 | $20.6M |
| Osaic Holdings, Inc. | 0.05% | Add +4.6% | 170,906 | $20.5M |
| Bank of Montreal | 0.01% | Add +0.5% | 167,512 | $20.1M |
| Cetera Investment Advisers | 0.04% | Add +54.8% | 164,884 | $19.7M |
| SPC Financial, Inc. | 1.73% | Add +0.4% | 164,688 | $19.7M |
| Wealth Advisory Solutions, LLC | 4.84% | Reduce -6.1% | 152,746 | $18.3M |
| Sterling Financial Planning, Inc. | 6.07% | Add +3.4% | 139,790 | $16.7M |
| Greenup Street Wealth Management LLC | 2.92% | Add +13.4% | 123,083 | $14.7M |
| Lutz Financial Services LLC | 1.19% | Reduce -0.7% | 121,240 | $14.5M |
| Capital Advisors, Ltd. LLC | 1.90% | Reduce -2.3% | 120,367 | $14.4M |
| 1834 Investment Advisors Co. | 1.85% | Reduce -12.4% | 119,904 | $14.4M |
| Blue Edge Capital, LLC | 2.28% | Reduce -6.9% | 118,831 | $14.2M |
| First Merchants Corp. | 0.57% | Reduce -1.1% | 118,596 | $14.2M |
| Corient Private Wealth LP | 0.02% | Reduce -3.6% | 118,000 | $14.1M |
| Focus Partners Wealth | 0.04% | Add +63.3% | 117,697 | $14.1M |
| Texas Yale Capital Corp. | 0.56% | Reduce -1.7% | 114,035 | $13.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.0% | 109,127 | $13.1M |
| Salomon & Ludwin, LLC | 1.38% | Reduce -3.5% | 108,381 | $13.0M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -1.8% | 107,992 | $12.9M |
| GHP Investment Advisors, Inc. | 0.61% | Reduce -2.5% | 106,554 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +18.5% | 103,970 | $12.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -6.6% | 103,576 | $12.4M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -4.9% | 101,726 | $12.2M |
| Equitable Holdings, Inc. | 0.12% | Reduce -31.7% | 101,713 | $12.2M |
| Comerica Bank | 0.05% | Add +3.0% | 97,961 | $11.7M |
| Flaharty Asset Management, LLC | 1.65% | Reduce -6.8% | 95,361 | $11.4M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +0.2% | 94,641 | $11.3M |
| Camarda Financial Advisors, LLC | 5.05% | New | 93,466 | $11.2M |
| Ellis Investment Partners, LLC | 2.30% | Reduce -4.3% | 93,034 | $11.1M |
| Asset Management Group, Inc. | 2.00% | Reduce -0.8% | 90,278 | $10.8M |
| Cassaday & Co Wealth Management LLC | 0.30% | Add +3.9% | 90,088 | $10.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +0.4% | 87,710 | $10.5M |
| Omega Financial Group, LLC | 3.70% | Add +0.1% | 80,614 | $9.7M |
| Nations Financial Group Inc, /Ia/ | 0.73% | Reduce -4.5% | 79,515 | $9.5M |
| MML Investors Services, LLC | 0.03% | Add +39.7% | 77,452 | $9.3M |
| US Bancorp \de | 0.01% | Reduce -4.5% | 77,053 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +163.7% | 73,433 | $8.8M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -5.4% | 72,938 | $8.7M |
| Mill Creek Capital Advisors, LLC | 0.21% | No change | 72,226 | $8.6M |
| Causey Wealth LLC | 4.79% | Reduce -10.4% | 71,600 | $8.6M |
| M&T Bank Corp | 0.03% | Reduce -5.6% | 71,243 | $8.5M |
| Fifth Third Bancorp | 0.03% | Reduce -3.7% | 70,470 | $8.4M |
| Natixis Advisors, LLC | 0.02% | Reduce -3.8% | 69,206 | $8.3M |
| Ascension Capital Advisors, Inc. | 3.72% | New | 68,103 | $8.2M |
| InvesTrust | 2.02% | Reduce -1.4% | 61,740 | $7.4M |
| Jmac Enterprises LLC | 1.75% | Reduce -56.5% | 61,641 | $7.4M |
| Associated Banc-Corp | 0.22% | Add +0.2% | 60,755 | $7.3M |
| Captrust Financial Advisors | 0.02% | Add +2.9% | 60,158 | $7.2M |
| Prospera Financial Services Inc | 0.16% | Reduce -20.6% | 59,111 | $7.1M |
| Ullmann Wealth Partners Group, LLC | 0.93% | Reduce -6.4% | 58,314 | $7.0M |
| LMG Wealth Partners, LLC | 1.55% | Add +0.7% | 58,244 | $7.0M |
| Whalen Wealth Management Inc. | 4.52% | New | 56,574 | $6.8M |
| Oldfather Financial Services, LLC | 2.46% | Add +1.5% | 54,086 | $6.5M |
| Regions Financial Corp. | 0.05% | Reduce -1.5% | 53,920 | $6.5M |
| Greenleaf Trust | 0.06% | Reduce -7.7% | 52,742 | $6.3M |
| Dakota Wealth Management | 0.14% | Add +12.0% | 51,389 | $6.2M |
| Becker Capital Management Inc. | 0.19% | No change | 48,804 | $5.8M |
| AE Wealth Management LLC | 0.05% | Add +1953.3% | 47,555 | $5.7M |
| First Citizens Financial Corp | 3.21% | Add +0.3% | 47,385 | $5.7M |
"% of holder's portfolio" is IJJ's weight in each manager's 13F, not the share of iShares S&P Mid-Cap 400 Valu the manager owns.