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iShares S&P Mid-Cap 400 Value ETF

796 hedge funds and large institutions have $5.61B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 214 increasing their positions, 268 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 805796 (-9)

20% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 268

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
796
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$610K
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Arkadios Wealth Advisors
Georgia
$1.75M
CA
227
Clearstead Advisors
Ohio
$1.74M
NPFS
228
Novak & Powell Financial Services
Florida
$1.74M
SFS
229
Sowell Financial Services
Arkansas
$1.72M
Bessemer Group
230
Bessemer Group
New Jersey
$1.71M
SFO
231
Stenger Family Office
Illinois
$1.71M
CTC
232
Corundum Trust Company
South Dakota
$1.71M
WT
233
Whittier Trust
California
$1.7M
BM
234
Berman McAleer
Maryland
$1.69M
SWA
235
SOA Wealth Advisors
New York
$1.67M
P
236
&Partners
Tennessee
$1.67M
RSF
237
Rik Saylor Financial
Ohio
$1.67M
SWM
238
Shakespeare Wealth Management
Wisconsin
$1.66M
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$1.65M
AT
240
American Trust
Kentucky
$1.65M
RDFA
241
Ritter Daniher Financial Advisory
Ohio
$1.6M
BSB
242
Bangor Savings Bank
Maine
$1.58M
VA
243
Valmark Advisers
Ohio
$1.57M
CPIG
244
Chicago Partners Investment Group
Illinois
$1.57M
VC
245
Vicus Capital
Pennsylvania
$1.56M
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$1.54M
AWM
247
Accurate Wealth Management
Florida
$1.54M
PFM
248
Phillips Financial Management
Indiana
$1.52M
First Trust Advisors
249
First Trust Advisors
Illinois
$1.52M
CGA
250
Crescent Grove Advisors
Illinois
$1.52M