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iShares S&P Mid-Cap 400 Value ETF

809 hedge funds and large institutions have $5.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.99%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
58
Increased
241
Reduced
264
Closed
50
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Shares
Change %
PPW
226
Presilium Private Wealth
Pennsylvania
$1.79M -$474K -3,957 -21%
FCBT
227
First Citizens Bank & Trust
North Carolina
$1.77M +$244K +2,036 +16%
JIC
228
Johnson Investment Counsel
Ohio
$1.77M -$9.58K -80 -0.5%
MCC
229
Money Concepts Capital
Florida
$1.76M +$1.76M +14,692 New
HIS
230
Harvest Investment Services
Illinois
$1.76M +$1.76M +14,658 New
MWM
231
Modern Wealth Management
Kansas
$1.73M +$1.73M +14,482 New
CWM
232
C2C Wealth Management
Arizona
$1.68M -$3.35K -28 -0.2%
PPC
233
Park Place Capital
Alabama
$1.68M -$102K -854 -6%
TIAAOA
234
Teachers Insurance & Annuity Association of America
New York
$1.68M
CG
235
Caprock Group
Idaho
$1.66M +$1.66M +13,838 New
RSF
236
Rik Saylor Financial
Ohio
$1.66M +$18.7K +156 +1%
PFG
237
Pacific Financial Group
Washington
$1.65M -$31.1K -260 -2%
RA
238
Rodgers & Associates
Pennsylvania
$1.65M +$15.4K +129 +0.9%
P
239
&Partners
Tennessee
$1.64M +$859K +7,208 +110%
CA
240
Cornerstone Advisory
Maryland
$1.62M
IWB
241
Innovative Wealth Building
Maryland
$1.58M -$65K -543 -4%
Bessemer Group
242
Bessemer Group
New Jersey
$1.58M +$176K +1,470 +13%
CTC
243
Corundum Trust Company
South Dakota
$1.58M
NPFS
244
Novak & Powell Financial Services
Florida
$1.58M -$187K -1,564 -11%
UB
245
Umpqua Bank
Oregon
$1.57M -$103K -858 -6%
WT
246
Whittier Trust
California
$1.56M
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$1.56M +$11.8K +114 +0.8%
TRCT
248
Tower Research Capital (TRC)
New York
$1.55M +$1.11M +9,287 +256%
RDFA
249
Ritter Daniher Financial Advisory
Ohio
$1.54M -$9.34K -78 -0.6%
SWM
250
Shakespeare Wealth Management
Wisconsin
$1.54M -$51K -426 -3%