iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q4 2025 (December 31)841holders +28
41new positions
46sold out
1famous investor
$131.40avg. 13F price*
At the end of Q4 2025, 841 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, up 28 from Q3 2025. 41 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($526.5M), FMR LLC ($501.4M) and Wells Fargo & Company ($464.0M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $34.0M |
| Exits | 46 | $30.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,187,095 shares bought and 2,276,384 shares sold, net −1,089,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 841 holders
| Morgan Stanley | 0.03% | Reduce -0.7% | 4,000,861 | $526.5M |
| FMR LLC | 0.03% | Add +7.5% | 3,810,605 | $501.4M |
| Wells Fargo & Company | 0.09% | Reduce -3.1% | 3,526,174 | $464.0M |
| Bank of America Corp. | 0.02% | Add +0.1% | 2,372,659 | $312.2M |
| UBS Group AG | 0.06% | Reduce -0.7% | 2,139,665 | $281.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -5.4% | 1,861,538 | $245.0M |
| PNC Financial Services Group, Inc. | 0.10% | Add +1.7% | 1,340,643 | $176.4M |
| D.A. Davidson & Co. | 0.85% | Add +4.5% | 1,053,108 | $138.6M |
| Cullen/Frost Bankers, Inc. | 1.20% | Reduce -0.4% | 831,369 | $109.4M |
| LPL Financial LLC | 0.03% | Add +1.3% | 798,608 | $105.1M |
| Raymond James Financial Inc. | 0.03% | Reduce -8.2% | 796,195 | $104.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -13.4% | 705,205 | $92.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 672,413 | $88.5M |
| Financial Engines Advisors L.L.C. | 0.17% | Reduce -1.9% | 662,537 | $87.2M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +0.9% | 633,518 | $83.4M |
| Royal Bank of Canada | 0.01% | Reduce -1.4% | 538,114 | $70.8M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 432,938 | $57.0M |
| HighTower Advisors, LLC | 0.06% | Add +1.8% | 423,207 | $55.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.4% | 415,135 | $54.6M |
| Evensky & Katz LLC | 2.57% | Add +0.0% | 345,893 | $45.5M |
| Baird Financial Group, Inc. | 0.07% | Reduce -1.1% | 344,298 | $45.3M |
| MAI Capital Management | 0.25% | Add +1.0% | 329,790 | $43.4M |
| Midland Wealth Advisors, LLC | 2.11% | Reduce -8.3% | 307,707 | $40.5M |
| Wilmington Savings Fund Society, FSB | 0.91% | Reduce -4.1% | 296,166 | $39.0M |
| Jones Financial Companies LLLP | 0.02% | Add +13.6% | 288,894 | $38.0M |
| Bokf, NA | 0.54% | Reduce -14.3% | 268,394 | $35.3M |
| World Investment Advisors | 0.55% | Add +19.0% | 255,860 | $33.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.2% | 251,428 | $33.1M |
| Willis Johnson & Associates, Inc. | 1.99% | Reduce -27.3% | 245,229 | $32.3M |
| Courier Capital LLC | 1.80% | Add +1.2% | 243,878 | $32.1M |
| Rehmann Capital Advisory Group | 1.64% | Add +4.6% | 237,719 | $31.5M |
| Cerity Partners LLC | 0.04% | Add +0.4% | 229,945 | $30.3M |
| Truist Financial Corp. | 0.04% | Reduce -2.3% | 223,421 | $29.4M |
| Creative Planning | 0.02% | Reduce -1.1% | 219,208 | $28.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.9% | 218,225 | $28.7M |
| Keybank National Association | 0.09% | Reduce -1.0% | 181,526 | $23.9M |
| GW Henssler & Associates Ltd. | 1.15% | Reduce -60.5% | 181,178 | $23.8M |
| Bank of Montreal | 0.01% | Add +0.5% | 175,306 | $23.1M |
| Mariner, LLC | 0.03% | Add +1.9% | 171,956 | $22.6M |
| AlphaCore Capital LLC | 0.49% | Add +5244.3% | 165,351 | $21.8M |
| Lido Advisors, LLC | 0.08% | Add +4.5% | 164,394 | $21.4M |
| Sterling Financial Planning, Inc. | 6.07% | Add +3.5% | 152,975 | $20.1M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Add +9.0% | 143,493 | $18.9M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -47.3% | 140,040 | $18.4M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | New | 3,409 | $18.4M |
| Focus Partners Wealth | 0.02% | Add +9.3% | 130,618 | $17.2M |
| Balance Wealth Partners LLC | 5.27% | Reduce -50.3% | 124,851 | $16.4M |
| Lutz Financial Services LLC | 1.07% | Reduce -0.1% | 120,056 | $15.8M |
| Capital Advisors, Ltd. LLC | 1.67% | Reduce -0.5% | 112,512 | $14.8M |
| Texas Yale Capital Corp. | 0.45% | Add +0.0% | 112,119 | $14.8M |
| Osaic Holdings, Inc. | 0.02% | Add +3.4% | 111,314 | $14.7M |
| Corient Private Wealth LP | 0.02% | Reduce -0.7% | 109,615 | $14.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.4% | 104,472 | $14.3M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +4.0% | 104,605 | $13.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.9% | 104,345 | $13.7M |
| GHP Investment Advisors, Inc. | 0.56% | Reduce -1.4% | 103,497 | $13.6M |
| Salomon & Ludwin, LLC | 1.20% | Reduce -2.2% | 100,886 | $13.6M |
| Natixis Advisors, LLC | 0.02% | Reduce -2.0% | 101,575 | $13.4M |
| 1834 Investment Advisors Co. | 1.64% | Reduce -4.5% | 99,470 | $13.1M |
| Cassaday & Co Wealth Management LLC | 0.27% | Reduce -0.2% | 98,594 | $13.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +2.6% | 97,611 | $12.8M |
| First Merchants Corp. | 0.47% | Reduce -9.9% | 95,428 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.2% | 95,339 | $12.5M |
| Cetera Investment Advisers | 0.01% | Reduce -0.8% | 95,150 | $12.5M |
| Stifel Financial Corp. | 0.01% | Reduce -4.9% | 94,759 | $12.5M |
| MML Investors Services, LLC | 0.03% | Add +6.0% | 92,716 | $12.2M |
| Asset Management Group, Inc. | 1.91% | Add +0.5% | 89,675 | $11.8M |
| Omega Financial Group, LLC | 3.90% | Add +1.9% | 89,034 | $11.7M |
| Comerica Bank | 0.05% | Reduce -6.4% | 88,866 | $11.7M |
| Ellis Investment Partners, LLC | 1.99% | Reduce -1.8% | 86,651 | $11.4M |
| PW Nova Financial Services LLC | 4.12% | — | 81,826 | $10.9M |
| Nations Financial Group Inc, /Ia/ | 0.57% | Add +3.0% | 82,020 | $10.8M |
| Dakota Wealth Management | 0.19% | Add +37.6% | 80,696 | $10.6M |
| Regions Financial Corp. | 0.07% | Reduce -0.8% | 77,375 | $10.2M |
| Blue Edge Capital, LLC | 1.31% | Reduce -19.3% | 74,511 | $9.8M |
| Mill Creek Capital Advisors, LLC | 0.19% | No change | 72,186 | $9.5M |
| Fifth Third Bancorp | 0.03% | Add +3.2% | 72,078 | $9.5M |
| US Bancorp \de | 0.01% | Reduce -3.1% | 68,915 | $9.1M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Reduce -65.4% | 66,540 | $8.8M |
| Causey Wealth LLC | 3.95% | Add +1.8% | 66,140 | $8.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -2.0% | 65,555 | $8.6M |
| Oldfather Financial Services, LLC | 2.48% | Add +8.5% | 63,185 | $8.3M |
| LMG Wealth Partners, LLC | 1.53% | Add +5.7% | 62,459 | $8.2M |
| Captrust Financial Advisors | 0.02% | Add +2.5% | 62,322 | $8.2M |
| Flaharty Asset Management, LLC | 0.99% | Reduce -41.6% | 60,437 | $8.0M |
| InvesTrust | 3.03% | No change | 59,633 | $7.8M |
| DDFG, Inc | 1.65% | Add +2.0% | 57,203 | $7.5M |
| Arkadios Wealth Advisors | 0.15% | Add +313.1% | 55,822 | $7.3M |
| Pinnacle Financial Partners, Inc. | 0.06% | — | 55,366 | $7.3M |
| MidFirst Bank | 0.58% | — | 54,993 | $7.2M |
| IFP Advisors, Inc | 0.16% | Add +3.2% | 54,249 | $7.1M |
| BlackRock, Inc. | 0.00% | Add +14.7% | 53,350 | $7.0M |
| Summit Financial, LLC | 0.10% | Add +9.9% | 53,001 | $7.0M |
| Asset Dedication, LLC | 0.45% | Reduce -0.9% | 51,725 | $6.8M |
| First Citizens Financial Corp | 3.31% | Reduce -0.6% | 50,993 | $6.7M |
| Greenleaf Trust | 0.06% | Reduce -0.7% | 50,933 | $6.7M |
| Ullmann Wealth Partners Group, LLC | 0.70% | Reduce -1.4% | 52,272 | $6.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.7% | 50,300 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +8.4% | 49,700 | $6.5M |
| Mfa Wealth Advisors, LLC | 1.38% | Add +5.6% | 49,543 | $6.5M |
"% 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.