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iShares S&P Mid-Cap 400 Value ETF

798 hedge funds and large institutions have $5.43B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 199 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
10.7%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.24%
New
58
Increased
199
Reduced
311
Closed
53
Calls
$39.6M
Puts
Net Calls
+$39.6M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RDFA
226
Ritter Daniher Financial Advisory
Ohio
$1.64M +$49.7K +402 +3%
Bessemer Group
227
Bessemer Group
New Jersey
$1.63M
CTC
228
Corundum Trust Company
South Dakota
$1.63M
AllianceBernstein
229
AllianceBernstein
Tennessee
$1.62M +$398K +3,223 +33%
WT
230
Whittier Trust
California
$1.61M -$7.17K -58 -0.4%
PFS
231
Prospera Financial Services
Texas
$1.59M -$5.72M -46,274 -78%
SWM
232
Shakespeare Wealth Management
Wisconsin
$1.59M -$741 -6 -0%
WMWM
233
Whitaker-Myers Wealth Managers
Ohio
$1.58M +$209K +1,690 +15%
AWM
234
AE Wealth Management
Kansas
$1.58M -$4.3M -34,766 -73%
EWA
235
EP Wealth Advisors
California
$1.58M +$37.8K +306 +2%
AT
236
American Trust
Kentucky
$1.57M +$474K +3,836 +43%
CA
237
Clearstead Advisors
Ohio
$1.57M -$298K -2,410 -16%
MCC
238
Money Concepts Capital
Florida
$1.56M -$257K -2,077 -14%
CPIG
239
Chicago Partners Investment Group
Illinois
$1.56M +$2.32K +18 +0.1%
AWM
240
Accurate Wealth Management
Florida
$1.52M +$1.52M +11,858 New
VA
241
Valmark Advisers
Ohio
$1.5M -$11.5K -93 -0.8%
VC
242
Vicus Capital
Pennsylvania
$1.5M +$45.2K +366 +3%
PFM
243
Phillips Financial Management
Indiana
$1.47M -$54.6K -442 -4%
First Trust Advisors
244
First Trust Advisors
Illinois
$1.46M +$61K +494 +4%
SFS
245
Sowell Financial Services
Arkansas
$1.46M +$167K +1,350 +13%
IWB
246
Innovative Wealth Building
Maryland
$1.46M -$173K -1,396 -11%
BSB
247
Bangor Savings Bank
Maine
$1.46M
LWANC
248
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.45M +$1.44M +178,232 +12,258%
CGA
249
Crescent Grove Advisors
Illinois
$1.45M
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$1.44M -$124 -1 -0%