iShares S&P Mid-Cap 400 Value ETF
805 hedge funds and large institutions have $5.69B 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, 217 increasing their positions, 271 reducing their positions, and 45 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: $ → $
more ownership
Funds ownership: →
0% less funds holding
Funds holding: 806 → 805 (-1)
16% less funds holding in top 10
Funds holding in top 10: 19 → 16 (-3)
20% less repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 271
Holders
805
Holding in Top 10
16
Calls
$610K
Puts
$350K
Top Buyers
| 1 | +$32.2M | |
| 2 | +$26.9M | |
| 3 | +$16.9M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.3M |
Top Sellers
| 1 | -$33.7M | |
| 2 | -$31.8M | |
| 3 | -$17M | |
| 4 |
GSWM
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
-$16.8M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$13.7M |
