iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q1 2026 (March 31)850holders +9
55new positions
44sold out
3famous investors
$132.38avg. 13F price*
At the end of Q1 2026, 850 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, up 9 from Q4 2025. 55 opened new positions and 44 sold out. The largest holders were FMR LLC ($542.6M), Morgan Stanley ($535.4M) and Wells Fargo & Company ($455.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $34.6M |
| Exits | 44 | $37.8M |
All 13F filers, Q4 2025 → Q1 2026: 2,073,947 shares bought and 1,550,055 shares sold, net +523,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 850 holders
| FMR LLC | 0.03% | Add +7.5% | 4,094,852 | $542.6M |
| Morgan Stanley | 0.03% | Add +1.0% | 4,040,744 | $535.4M |
| Wells Fargo & Company | 0.09% | Reduce -2.5% | 3,437,727 | $455.5M |
| Bank of America Corp. | 0.02% | Add +1.3% | 2,402,568 | $318.3M |
| UBS Group AG | 0.05% | Add +4.6% | 2,237,341 | $296.4M |
| Envestnet Asset Management Inc. | 0.08% | Add +17.9% | 2,194,627 | $290.8M |
| PNC Financial Services Group, Inc. | 0.10% | Add +0.7% | 1,350,338 | $178.9M |
| D.A. Davidson & Co. | 0.88% | Add +3.6% | 1,091,192 | $144.6M |
| Raymond James Financial Inc. | 0.04% | Add +15.9% | 922,764 | $122.3M |
| Cullen/Frost Bankers, Inc. | 1.24% | Reduce -0.7% | 825,346 | $109.4M |
| LPL Financial LLC | 0.03% | Reduce -3.3% | 772,213 | $102.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.0% | 672,228 | $89.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +0.9% | 639,260 | $84.7M |
| Financial Engines Advisors L.L.C. | 0.17% | Reduce -5.6% | 625,330 | $82.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -14.9% | 599,744 | $79.6M |
| Royal Bank of Canada | 0.01% | Add +3.8% | 558,496 | $74.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 438,176 | $56.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.8% | 407,817 | $54.0M |
| Jones Financial Companies LLLP | 0.03% | Add +42.9% | 412,787 | $53.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -10.2% | 380,229 | $50.4M |
| Baird Financial Group, Inc. | 0.07% | Reduce -0.8% | 341,363 | $45.2M |
| Evensky & Katz LLC | 2.53% | Reduce -3.1% | 335,183 | $44.4M |
| MAI Capital Management | 0.24% | Reduce -1.4% | 325,115 | $43.1M |
| Midland Wealth Advisors, LLC | 1.96% | Reduce -6.8% | 286,673 | $38.0M |
| Wilmington Savings Fund Society, FSB | 0.90% | Reduce -4.3% | 283,540 | $37.6M |
| Bokf, NA | 0.55% | Add +0.2% | 268,987 | $35.6M |
| Cerity Partners LLC | 0.05% | Add +15.7% | 266,001 | $35.2M |
| World Investment Advisors | 0.57% | Add +3.8% | 265,442 | $35.2M |
| Rehmann Capital Advisory Group | 1.74% | Add +6.1% | 252,258 | $33.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -6.0% | 236,258 | $31.3M |
| Willis Johnson & Associates, Inc. | 1.81% | Reduce -4.4% | 234,440 | $31.1M |
| Courier Capital LLC | 1.66% | Reduce -8.1% | 224,220 | $29.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.7% | 224,193 | $29.7M |
| Truist Financial Corp. | 0.04% | Reduce -1.1% | 220,982 | $29.3M |
| Creative Planning | 0.02% | Reduce -8.6% | 200,444 | $26.6M |
| Keybank National Association | 0.09% | Reduce -1.3% | 179,242 | $23.7M |
| Lido Advisors, LLC | 0.09% | Add +7.4% | 176,595 | $23.4M |
| Mariner, LLC | 0.03% | Add +1.3% | 174,235 | $23.1M |
| Bank of Montreal | 0.01% | Reduce -6.1% | 164,616 | $21.8M |
| AlphaCore Capital LLC | 0.51% | Reduce -1.7% | 162,564 | $21.5M |
| Fifth Third Bancorp | 0.04% | Add +116.2% | 155,807 | $20.6M |
| Sterling Financial Planning, Inc. | 6.05% | Add +0.6% | 153,885 | $20.4M |
| BNP Paribas Financial Markets | 0.01% | Add +198.2% | 150,000 | $19.9M |
| Vestmark Advisory Solutions, Inc. | 0.21% | Add +1.4% | 145,448 | $19.3M |
| Wealthspire Advisors, LLC | 0.14% | Reduce -0.9% | 138,738 | $18.4M |
| Focus Partners Wealth | 0.02% | Add +0.7% | 131,515 | $17.4M |
| Lutz Financial Services LLC | 1.06% | Reduce -1.0% | 118,830 | $15.7M |
| Capital Advisors, Ltd. LLC | 1.67% | Reduce -1.7% | 110,627 | $14.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.6% | 108,414 | $14.4M |
| Texas Yale Capital Corp. | 0.41% | Reduce -3.3% | 108,369 | $14.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +145.9% | 106,470 | $14.1M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +0.1% | 104,492 | $13.8M |
| Cetera Investment Advisers | 0.01% | Add +8.6% | 103,300 | $13.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +5.3% | 102,835 | $13.6M |
| Corient Private Wealth LP | 0.02% | Reduce -6.2% | 102,818 | $13.6M |
| GHP Investment Advisors, Inc. | 0.56% | Reduce -1.0% | 102,445 | $13.6M |
| Moneta Group Investment Advisors LLC | 0.10% | Reduce -2.3% | 102,200 | $13.5M |
| HSBC Holdings PLC | 0.01% | Add +6088.8% | 100,692 | $13.3M |
| Cassaday & Co Wealth Management LLC | 0.27% | Reduce -1.5% | 97,149 | $12.9M |
| Salomon & Ludwin, LLC | 1.15% | Reduce -4.4% | 96,489 | $12.9M |
| 1834 Investment Advisors Co. | 1.57% | Reduce -4.5% | 94,959 | $12.6M |
| First Merchants Corp. | 0.47% | Reduce -2.2% | 93,337 | $12.4M |
| Omega Financial Group, LLC | 3.98% | Add +2.4% | 91,176 | $12.1M |
| Natixis Advisors, LLC | 0.02% | Reduce -10.9% | 90,484 | $12.0M |
| Asset Management Group, Inc. | 1.92% | Reduce -0.2% | 89,492 | $11.9M |
| Stifel Financial Corp. | 0.01% | Reduce -6.6% | 88,520 | $11.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -10.3% | 85,484 | $11.3M |
| Ellis Investment Partners, LLC | 1.96% | Reduce -1.8% | 85,123 | $11.3M |
| MML Investors Services, LLC | 0.03% | Reduce -9.1% | 84,311 | $11.2M |
| Dakota Wealth Management | 0.24% | Add +4.0% | 83,967 | $11.1M |
| PW Nova Financial Services LLC | 2.99% | Add +1.2% | 82,843 | $11.0M |
| Balance Wealth Partners LLC | 3.36% | Reduce -34.6% | 81,687 | $10.8M |
| Nations Financial Group Inc, /Ia/ | 0.55% | Reduce -1.6% | 80,683 | $10.7M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Add +20.2% | 79,980 | $10.6M |
| Regions Financial Corp. | 0.07% | Add +1.3% | 78,370 | $10.4M |
| Blue Edge Capital, LLC | 1.35% | Add +2.6% | 76,475 | $10.1M |
| Mill Creek Capital Advisors, LLC | 0.20% | No change | 72,186 | $9.6M |
| US Bancorp \de | 0.01% | Reduce -2.0% | 67,512 | $9.0M |
| Captrust Financial Advisors | 0.01% | Add +0.9% | 62,899 | $8.3M |
| LMG Wealth Partners, LLC | 1.52% | Add +0.5% | 62,779 | $8.3M |
| OFS Enterprise LLC | 2.39% | — | 61,348 | $8.1M |
| InvesTrust | 3.32% | No change | 59,633 | $7.9M |
| Flaharty Asset Management, LLC | 0.98% | Reduce -1.8% | 59,328 | $7.9M |
| Causey Wealth LLC | 3.32% | Reduce -10.8% | 58,993 | $7.8M |
| DDFG, Inc | 1.67% | Add +2.3% | 58,500 | $7.8M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +2.9% | 56,983 | $7.6M |
| Mfa Wealth Advisors, LLC | 1.48% | Add +14.6% | 56,771 | $7.5M |
| Summit Financial, LLC | 0.10% | Add +7.0% | 56,725 | $7.5M |
| Arkadios Wealth Advisors | 0.12% | Add +1.0% | 56,397 | $7.5M |
| Bryn Mawr Trust Advisors, LLC | 0.36% | Add +42.4% | 55,402 | $7.3M |
| IFP Advisors, Inc | 0.15% | Add +0.1% | 54,282 | $7.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.0% | 54,184 | $7.2M |
| Foundation Wealth Management, LLC | 4.78% | Add +11.9% | 53,429 | $7.1M |
| MidFirst Bank | 0.58% | Reduce -3.3% | 53,196 | $7.0M |
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 52,288 | $6.9M |
| Asset Dedication, LLC | 0.47% | Reduce -1.9% | 50,770 | $6.7M |
| First Citizens Financial Corp | 3.16% | Reduce -1.1% | 50,443 | $6.7M |
| Becker Capital Management Inc. | 0.19% | No change | 48,804 | $6.5M |
| Greenleaf Trust | 0.06% | Reduce -4.5% | 48,633 | $6.4M |
| M&T Bank Corp | 0.02% | Reduce -1.7% | 48,490 | $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.