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iShares S&P Mid-Cap 400 Value ETF

827 hedge funds and large institutions have $5.88B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 286 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: 1616 (0)

21% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 286

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
SWA
226
Stratos Wealth Advisors
Ohio
$1.97M
PB
227
Pinnacle Bancorp
Nebraska
$1.86M
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$1.86M
CT
229
Caldwell Trust
Florida
$1.85M
AWM
230
Apollon Wealth Management
South Carolina
$1.84M
CA
231
Cornerstone Advisory
Maryland
$1.84M
CWM
232
C2C Wealth Management
Arizona
$1.84M
TPBG
233
Turning Point Benefit Group
Maryland
$1.83M
William Blair & Company
234
William Blair & Company
Illinois
$1.83M
RA
235
Rodgers & Associates
Pennsylvania
$1.82M
PFA
236
Pure Financial Advisors
California
$1.82M
FFA
237
Farther Finance Advisors
California
$1.81M
RDFA
238
Ritter Daniher Financial Advisory
Ohio
$1.78M
AQR Capital Management
239
AQR Capital Management
Connecticut
$1.78M
CA
240
Clearstead Advisors
Ohio
$1.77M
AT
241
American Trust
Kentucky
$1.77M
QCM
242
Quantinno Capital Management
New York
$1.75M
Bessemer Group
243
Bessemer Group
New Jersey
$1.74M
CTC
244
Corundum Trust Company
South Dakota
$1.73M
NPFS
245
Novak & Powell Financial Services
Florida
$1.73M
GWMR
246
GC Wealth Management RIA
Massachusetts
$1.71M
EWA
247
EP Wealth Advisors
California
$1.69M
SWM
248
Shakespeare Wealth Management
Wisconsin
$1.69M
HBW
249
Hazlett, Burt & Watson
West Virginia
$1.68M
RSF
250
Rik Saylor Financial
Ohio
$1.68M