iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q2 2025 (June 30)815holders −4
49new positions
52sold out
3famous investors
$123.48avg. 13F price*
At the end of Q2 2025, 815 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, down 4 from Q1 2025. 49 opened new positions and 52 sold out. The largest holders were Morgan Stanley ($528.5M), Wells Fargo & Company ($456.7M) and FMR LLC ($438.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $20.7M |
| Exits | 52 | $79.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,665,836 shares bought and 2,639,137 shares sold, net −973,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 815 holders
| Morgan Stanley | 0.03% | Add +3.4% | 4,276,751 | $528.5M |
| Wells Fargo & Company | 0.10% | Reduce -0.7% | 3,695,938 | $456.7M |
| FMR LLC | 0.02% | Add +10.3% | 3,545,752 | $438.2M |
| Bank of America Corp. | 0.02% | Add +0.8% | 2,392,099 | $295.6M |
| UBS Group AG | 0.05% | Reduce -2.3% | 2,043,734 | $252.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -4.6% | 1,888,341 | $233.4M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -8.2% | 1,299,637 | $160.6M |
| D.A. Davidson & Co. | 0.83% | Add +3.5% | 954,981 | $118.0M |
| Raymond James Financial Inc. | 0.04% | Reduce -3.2% | 849,192 | $104.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -9.6% | 832,656 | $103.4M |
| Cullen/Frost Bankers, Inc. | 1.29% | Add +12.2% | 831,931 | $102.8M |
| LPL Financial LLC | 0.03% | Reduce -2.1% | 800,652 | $98.9M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 720,171 | $89.0M |
| Financial Engines Advisors L.L.C. | 0.17% | Add +3.2% | 693,811 | $85.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +6.0% | 626,380 | $77.4M |
| Midland Wealth Advisors, LLC | 4.09% | Add +2.2% | 599,218 | $74.1M |
| Royal Bank of Canada | 0.01% | Add +8.2% | 587,565 | $72.6M |
| Bank of New York Mellon Corp | 0.01% | Add +17.0% | 479,986 | $59.3M |
| Willis Johnson & Associates, Inc. | 3.95% | Add +2.4% | 470,118 | $58.1M |
| Evensky & Katz LLC | 3.42% | Reduce -23.5% | 452,939 | $56.0M |
| GW Henssler & Associates Ltd. | 2.98% | Add +1.5% | 451,897 | $55.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.5% | 422,787 | $52.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -9.2% | 398,083 | $49.2M |
| Baird Financial Group, Inc. | 0.07% | Reduce -1.9% | 334,571 | $41.3M |
| MAI Capital Management | 0.29% | Add +0.7% | 332,483 | $41.1M |
| Wilmington Savings Fund Society, FSB | 0.71% | Reduce -0.7% | 320,576 | $39.6M |
| Bokf, NA | 0.64% | Reduce -1.4% | 317,319 | $39.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -7.6% | 308,340 | $38.1M |
| Pathstone Holdings, LLC | 0.13% | Add +6.9% | 270,766 | $33.5M |
| Wealthspire Advisors, LLC | 0.18% | Reduce -1.4% | 261,290 | $32.3M |
| Courier Capital LLC | 1.79% | Add +0.6% | 239,173 | $29.6M |
| Truist Financial Corp. | 0.04% | Reduce -1.8% | 232,672 | $28.8M |
| Creative Planning | 0.02% | Reduce -4.3% | 224,837 | $27.8M |
| Cerity Partners LLC | 0.05% | Reduce -3.6% | 222,738 | $27.5M |
| Jones Financial Companies LLLP | 0.02% | Add +21.3% | 219,531 | $27.1M |
| Rehmann Capital Advisory Group | 1.63% | Add +3.1% | 217,678 | $26.9M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.5% | 215,311 | $26.6M |
| Mesirow Financial Investment Management, Inc. | 0.51% | Reduce -1.3% | 212,409 | $26.3M |
| Keybank National Association | 0.09% | Reduce -1.6% | 187,734 | $23.2M |
| Bank of Montreal | 0.01% | Add +4.6% | 175,238 | $21.7M |
| Mariner, LLC | 0.03% | Reduce -1.0% | 170,061 | $21.0M |
| SPC Financial, Inc. | 1.71% | Add +0.3% | 165,136 | $20.4M |
| Lido Advisors, LLC | 0.10% | Reduce -20.5% | 151,737 | $18.8M |
| Sterling Financial Planning, Inc. | 6.04% | Add +4.8% | 146,424 | $18.1M |
| Greenup Street Wealth Management LLC | 2.97% | Add +12.2% | 138,108 | $17.1M |
| Focus Partners Wealth | 0.03% | Add +3.6% | 121,948 | $15.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -28.8% | 121,623 | $15.0M |
| Lutz Financial Services LLC | 1.16% | Reduce -0.6% | 120,569 | $14.9M |
| First Merchants Corp. | 0.55% | Reduce -2.8% | 115,234 | $14.2M |
| Corient Private Wealth LP | 0.02% | Reduce -3.4% | 113,949 | $14.1M |
| Capital Advisors, Ltd. LLC | 1.73% | Reduce -6.0% | 113,178 | $14.0M |
| Texas Yale Capital Corp. | 0.45% | Reduce -1.7% | 112,117 | $13.9M |
| 1834 Investment Advisors Co. | 1.75% | Reduce -6.6% | 111,954 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.7% | 107,447 | $13.8M |
| Salomon & Ludwin, LLC | 1.32% | Reduce -2.9% | 105,218 | $13.4M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -1.4% | 106,454 | $13.2M |
| GHP Investment Advisors, Inc. | 0.58% | Reduce -0.5% | 106,052 | $13.1M |
| Stifel Financial Corp. | 0.01% | Reduce -5.6% | 103,037 | $12.7M |
| Flaharty Asset Management, LLC | 1.70% | Add +5.5% | 100,561 | $12.4M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +5.5% | 99,828 | $12.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.9% | 99,789 | $12.3M |
| Cassaday & Co Wealth Management LLC | 0.31% | Add +10.5% | 99,571 | $12.3M |
| Comerica Bank | 0.05% | Reduce -1.2% | 96,826 | $12.0M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -5.3% | 96,318 | $11.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -10.3% | 93,303 | $11.5M |
| Blue Edge Capital, LLC | 1.69% | Reduce -22.6% | 92,024 | $11.4M |
| Ellis Investment Partners, LLC | 2.20% | Reduce -1.5% | 91,636 | $11.3M |
| Asset Management Group, Inc. | 1.93% | Reduce -0.9% | 89,449 | $11.1M |
| MML Investors Services, LLC | 0.03% | Add +10.1% | 85,283 | $10.5M |
| Omega Financial Group, LLC | 3.72% | Add +3.5% | 83,459 | $10.3M |
| Cetera Investment Advisers | 0.02% | Reduce -51.0% | 80,724 | $10.0M |
| Nations Financial Group Inc, /Ia/ | 0.67% | Reduce -0.6% | 79,050 | $9.8M |
| IFP Advisors, Inc | 0.27% | Add +127.8% | 77,532 | $9.6M |
| US Bancorp \de | 0.01% | Reduce -5.1% | 73,139 | $9.0M |
| BNP Paribas Financial Markets | 0.01% | Add +681.7% | 72,700 | $9.0M |
| Regions Financial Corp. | 0.06% | Add +34.3% | 72,411 | $8.9M |
| Mill Creek Capital Advisors, LLC | 0.20% | Reduce -0.1% | 72,186 | $8.9M |
| Natixis Advisors, LLC | 0.01% | Add +3.4% | 71,539 | $8.8M |
| M&T Bank Corp | 0.03% | Reduce -2.4% | 69,559 | $8.6M |
| Fifth Third Bancorp | 0.03% | Reduce -1.6% | 69,354 | $8.6M |
| Causey Wealth LLC | 4.27% | Reduce -6.2% | 67,183 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -25.4% | 65,451 | $8.1M |
| Captrust Financial Advisors | 0.02% | Add +6.0% | 63,748 | $7.9M |
| InvesTrust | 2.84% | Reduce -3.4% | 59,640 | $7.4M |
| LMG Wealth Partners, LLC | 1.50% | Add +1.5% | 59,110 | $7.3M |
| Oldfather Financial Services, LLC | 2.40% | Add +4.6% | 56,566 | $7.0M |
| Dakota Wealth Management | 0.15% | Add +9.6% | 56,308 | $7.0M |
| Ullmann Wealth Partners Group, LLC | 0.82% | Reduce -3.6% | 56,207 | $6.9M |
| Greenleaf Trust | 0.06% | Reduce -2.1% | 51,651 | $6.4M |
| Associated Banc-Corp | 0.18% | Reduce -15.5% | 51,342 | $6.3M |
| First Citizens Financial Corp | 3.41% | Add +6.0% | 50,205 | $6.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +13.9% | 50,072 | $6.2M |
| Asset Dedication, LLC | 0.44% | Add +4.5% | 49,185 | $6.1M |
| Becker Capital Management Inc. | 0.19% | No change | 48,804 | $6.0M |
| Foundation Wealth Management, LLC | 4.18% | Add +25.0% | 48,611 | $6.0M |
| SOL Capital Management CO | 0.55% | Add +39.4% | 46,281 | $5.7M |
| Broadview Financial Management, LLC | 3.87% | Add +7.0% | 46,096 | $5.7M |
| One Capital Management, LLC | 0.19% | Add +6.3% | 45,068 | $5.6M |
| Pittenger & Anderson Inc. | 0.20% | No change | 44,390 | $5.5M |
| Betterment LLC | 0.01% | Add +68.4% | 44,308 | $5.5M |
"% 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.