iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q3 2025 (September 30)813holders −2
44new positions
45sold out
2famous investors
$129.64avg. 13F price*
At the end of Q3 2025, 813 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, down 2 from Q2 2025. 44 opened new positions and 45 sold out. The largest holders were Morgan Stanley ($522.5M), Wells Fargo & Company ($472.2M) and FMR LLC ($460.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $69.9M |
| Exits | 45 | $18.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,601,992 shares bought and 1,797,115 shares sold, net −195,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 813 holders
| Morgan Stanley | 0.03% | Reduce -5.8% | 4,028,085 | $522.5M |
| Wells Fargo & Company | 0.10% | Reduce -1.5% | 3,639,809 | $472.2M |
| FMR LLC | 0.02% | Add +0.0% | 3,546,065 | $460.0M |
| Bank of America Corp. | 0.02% | Reduce -0.9% | 2,369,913 | $307.4M |
| UBS Group AG | 0.05% | Add +5.4% | 2,154,324 | $279.5M |
| Envestnet Asset Management Inc. | 0.07% | Add +4.3% | 1,968,545 | $255.4M |
| PNC Financial Services Group, Inc. | 0.10% | Add +1.4% | 1,318,428 | $171.0M |
| D.A. Davidson & Co. | 0.84% | Add +5.6% | 1,008,272 | $130.8M |
| Raymond James Financial Inc. | 0.04% | Add +2.1% | 867,189 | $112.5M |
| Cullen/Frost Bankers, Inc. | 1.26% | Add +0.3% | 834,862 | $108.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.2% | 814,297 | $105.7M |
| LPL Financial LLC | 0.03% | Reduce -1.5% | 788,433 | $102.3M |
| Northern Trust Corp. | 0.01% | Reduce -6.2% | 675,643 | $87.6M |
| Financial Engines Advisors L.L.C. | 0.17% | Reduce -2.6% | 675,546 | $87.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +0.2% | 627,688 | $81.4M |
| Royal Bank of Canada | 0.01% | Reduce -7.1% | 545,846 | $70.8M |
| GW Henssler & Associates Ltd. | 2.97% | Add +1.4% | 458,344 | $59.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 429,149 | $55.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.3% | 420,869 | $54.6M |
| HighTower Advisors, LLC | 0.06% | Add +4.5% | 415,820 | $53.9M |
| Baird Financial Group, Inc. | 0.07% | Add +4.0% | 347,995 | $45.1M |
| Evensky & Katz LLC | 2.60% | Reduce -23.6% | 345,877 | $44.9M |
| Willis Johnson & Associates, Inc. | 2.71% | Reduce -28.3% | 337,138 | $43.7M |
| Midland Wealth Advisors, LLC | 2.33% | Reduce -44.0% | 335,729 | $43.6M |
| MAI Capital Management | 0.27% | Reduce -1.8% | 326,541 | $42.4M |
| Bokf, NA | 0.61% | Reduce -1.3% | 313,135 | $40.6M |
| Wilmington Savings Fund Society, FSB | 0.97% | Reduce -3.6% | 308,929 | $40.1M |
| Pathstone Holdings, LLC | 0.13% | Reduce -0.9% | 268,329 | $34.8M |
| Wealthspire Advisors, LLC | 0.18% | Add +1.6% | 265,512 | $34.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -14.9% | 262,453 | $34.0M |
| Jones Financial Companies LLLP | 0.02% | Add +15.8% | 254,210 | $33.0M |
| Balance Wealth Partners LLC | 8.05% | New | 251,191 | $32.6M |
| Courier Capital LLC | 1.79% | Add +0.8% | 241,011 | $31.3M |
| Cerity Partners LLC | 0.05% | Add +2.8% | 228,971 | $29.7M |
| Truist Financial Corp. | 0.04% | Reduce -1.7% | 228,641 | $29.7M |
| Rehmann Capital Advisory Group | 1.62% | Add +4.4% | 227,266 | $29.5M |
| Creative Planning | 0.02% | Reduce -1.4% | 221,696 | $28.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.5% | 216,334 | $28.1M |
| World Investment Advisors | 0.57% | Add +4526.6% | 215,044 | $27.9M |
| Mesirow Financial Investment Management, Inc. | 0.45% | Reduce -9.4% | 192,427 | $25.0M |
| Keybank National Association | 0.08% | Reduce -2.3% | 183,438 | $23.8M |
| Bank of Montreal | 0.01% | Reduce -0.4% | 174,491 | $22.6M |
| Mariner, LLC | 0.03% | Reduce -0.8% | 168,714 | $21.9M |
| SPC Financial, Inc. | 1.67% | Reduce -0.3% | 164,688 | $21.4M |
| Lido Advisors, LLC | 0.08% | Add +3.7% | 157,393 | $20.4M |
| Sterling Financial Planning, Inc. | 6.05% | Add +1.0% | 147,868 | $19.2M |
| Vestmark Advisory Solutions, Inc. | 0.33% | New | 131,609 | $17.1M |
| Lutz Financial Services LLC | 1.13% | Reduce -0.3% | 120,160 | $15.6M |
| Focus Partners Wealth | 0.03% | Reduce -2.0% | 119,545 | $15.5M |
| Capital Advisors, Ltd. LLC | 1.66% | Reduce -0.1% | 113,040 | $14.7M |
| Texas Yale Capital Corp. | 0.46% | Add +0.0% | 112,118 | $14.5M |
| Corient Private Wealth LP | 0.02% | Reduce -3.1% | 110,435 | $14.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -11.5% | 107,649 | $14.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -0.1% | 106,337 | $13.8M |
| First Merchants Corp. | 0.52% | Reduce -8.1% | 105,963 | $13.7M |
| GHP Investment Advisors, Inc. | 0.57% | Reduce -1.0% | 104,948 | $13.6M |
| Salomon & Ludwin, LLC | 1.22% | Reduce -1.9% | 103,201 | $13.5M |
| 1834 Investment Advisors Co. | 1.66% | Reduce -6.9% | 104,196 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.2% | 104,030 | $13.5M |
| Natixis Advisors, LLC | 0.02% | Add +44.9% | 103,690 | $13.5M |
| Flaharty Asset Management, LLC | 1.71% | Add +2.9% | 103,452 | $13.4M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +0.7% | 100,540 | $13.0M |
| BNP Paribas Financial Markets | 0.01% | Add +37.5% | 100,000 | $13.0M |
| Stifel Financial Corp. | 0.01% | Reduce -3.3% | 99,657 | $12.9M |
| Cassaday & Co Wealth Management LLC | 0.30% | Reduce -0.8% | 98,789 | $12.8M |
| Cetera Investment Advisers | 0.01% | Add +18.8% | 95,894 | $12.4M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.2% | 95,123 | $12.3M |
| Comerica Bank | 0.05% | Reduce -2.0% | 94,929 | $12.3M |
| Blue Edge Capital, LLC | 1.70% | Add +0.3% | 92,304 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.9% | 91,532 | $11.9M |
| Asset Management Group, Inc. | 1.89% | Reduce -0.3% | 89,220 | $11.6M |
| Ellis Investment Partners, LLC | 2.07% | Reduce -3.7% | 88,259 | $11.4M |
| MML Investors Services, LLC | 0.03% | Add +2.5% | 87,455 | $11.3M |
| Omega Financial Group, LLC | 3.81% | Add +4.7% | 87,381 | $11.3M |
| Nations Financial Group Inc, /Ia/ | 0.64% | Add +0.7% | 79,630 | $10.3M |
| Equitable Holdings, Inc. | 0.07% | Add +170.2% | 78,062 | $10.1M |
| Regions Financial Corp. | 0.07% | Add +7.7% | 77,992 | $10.1M |
| Mill Creek Capital Advisors, LLC | 0.19% | No change | 72,186 | $9.4M |
| US Bancorp \de | 0.01% | Reduce -2.8% | 71,107 | $9.2M |
| Fifth Third Bancorp | 0.03% | Add +0.7% | 69,830 | $9.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +2.2% | 66,882 | $8.7M |
| Causey Wealth LLC | 4.11% | Reduce -3.3% | 64,959 | $8.4M |
| Captrust Financial Advisors | 0.02% | Reduce -4.6% | 60,822 | $7.9M |
| InvesTrust | 2.83% | Reduce -0.0% | 59,633 | $7.7M |
| LMG Wealth Partners, LLC | 1.43% | Add +0.0% | 59,111 | $7.7M |
| Dakota Wealth Management | 0.15% | Add +4.2% | 58,664 | $7.6M |
| Oldfather Financial Services, LLC | 2.35% | Add +3.0% | 58,256 | $7.6M |
| M&T Bank Corp | 0.03% | Reduce -17.2% | 57,604 | $7.5M |
| DDFG, Inc | 1.68% | Add +30.0% | 56,084 | $7.3M |
| Leeward Investments, LLC - MA | 0.36% | New | 54,196 | $7.0M |
| Ullmann Wealth Partners Group, LLC | 0.75% | Reduce -5.7% | 53,031 | $6.9M |
| IFP Advisors, Inc | 0.18% | Reduce -32.2% | 52,577 | $6.8M |
| Asset Dedication, LLC | 0.45% | Add +6.1% | 52,192 | $6.8M |
| Greenleaf Trust | 0.06% | Reduce -0.7% | 51,304 | $6.7M |
| First Citizens Financial Corp | 3.29% | Add +2.1% | 51,282 | $6.7M |
| SOL Capital Management CO | 0.59% | Add +10.1% | 50,954 | $6.6M |
| Prospera Financial Services Inc | 0.11% | Add +291.0% | 50,196 | $6.5M |
| Associated Banc-Corp | 0.17% | Reduce -3.2% | 49,700 | $6.4M |
| Foundation Wealth Management, LLC | 4.34% | Add +1.0% | 49,113 | $6.4M |
| JFS Wealth Advisors, LLC | 0.37% | Add +13.9% | 48,972 | $6.4M |
"% 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.