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iShares S&P Mid-Cap 400 Value ETF

837 hedge funds and large institutions have $5.89B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 226 increasing their positions, 287 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

21% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 287

Holders
837
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$592K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kingsview Wealth Management
Oregon
$2.01M
SWA
227
Stratos Wealth Advisors
Ohio
$1.97M
PB
228
Pinnacle Bancorp
Nebraska
$1.86M
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$1.86M
CT
230
Caldwell Trust
Florida
$1.85M
AWM
231
Apollon Wealth Management
South Carolina
$1.84M
CA
232
Cornerstone Advisory
Maryland
$1.84M
CWM
233
C2C Wealth Management
Arizona
$1.84M
TPBG
234
Turning Point Benefit Group
Maryland
$1.83M
William Blair & Company
235
William Blair & Company
Illinois
$1.83M
RA
236
Rodgers & Associates
Pennsylvania
$1.82M
PFA
237
Pure Financial Advisors
California
$1.82M
FFA
238
Farther Finance Advisors
California
$1.81M
RDFA
239
Ritter Daniher Financial Advisory
Ohio
$1.78M
AQR Capital Management
240
AQR Capital Management
Connecticut
$1.78M
CA
241
Clearstead Advisors
Ohio
$1.77M
AT
242
American Trust
Kentucky
$1.77M
QCM
243
Quantinno Capital Management
New York
$1.75M
Bessemer Group
244
Bessemer Group
New Jersey
$1.74M
CTC
245
Corundum Trust Company
South Dakota
$1.73M
NPFS
246
Novak & Powell Financial Services
Florida
$1.73M
GWMR
247
GC Wealth Management RIA
Massachusetts
$1.71M
EWA
248
EP Wealth Advisors
California
$1.69M
SWM
249
Shakespeare Wealth Management
Wisconsin
$1.69M
HBW
250
Hazlett, Burt & Watson
West Virginia
$1.68M