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iShares S&P Mid-Cap 400 Value ETF

798 hedge funds and large institutions have $5.43B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 199 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
10.7%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.24%
New
58
Increased
199
Reduced
311
Closed
53
Calls
$39.6M
Puts
Net Calls
+$39.6M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWP
251
Axis Wealth Partners
Rhode Island
$1.43M +$506K +4,094 +55%
PAA
252
Peregrine Asset Advisers
Oregon
$1.43M -$7.91K -64 -0.5%
ANTB
253
AMG National Trust Bank
Colorado
$1.42M -$3.21K -26 -0.2%
PFG
254
Pacific Financial Group
Washington
$1.4M -$303K -2,451 -18%
AFC
255
AFT Forsyth & Company
Florida
$1.34M +$618 +5 +0%
OIA
256
OneDigital Investment Advisors
Kansas
$1.33M -$19.6K -159 -1%
TIM
257
Thompson Investment Management
Wisconsin
$1.33M +$55.7K +451 +4%
AL
258
ACAS LLC
California
$1.32M -$23.8K -185 -2%
KP
259
Keel Point
Alabama
$1.32M -$11.1K -90 -0.8%
CIA
260
Concurrent Investment Advisors
Florida
$1.32M -$2.1K -17 -0.2%
SQA
261
Simon Quick Advisors
New Jersey
$1.31M -$15.4K -125 -1%
MCM
262
MidAtlantic Capital Management
Virginia
$1.29M -$18.2K -147 -1%
NA
263
NewEdge Advisors
Louisiana
$1.25M +$123K +993 +11%
FAIM
264
Financial Advocates Investment Management
Washington
$1.23M -$278K -2,252 -18%
PPC
265
Park Place Capital
Alabama
$1.23M -$534K -4,250 -30%
CAL
266
Capital Analysts LLC
Pennsylvania
$1.23M -$90.2K -730 -7%
PPW
267
Presilium Private Wealth
Pennsylvania
$1.22M -$627K -5,075 -34%
FHA
268
First Horizon Advisors
Tennessee
$1.21M -$126K -1,020 -9%
WFA
269
Wellspring Financial Advisors
Ohio
$1.21M -$264K -2,134 -18%
Citigroup
270
Citigroup
New York
$1.19M -$990K -8,010 -45%
HWM
271
HighMark Wealth Management
Minnesota
$1.17M +$1.13M +9,147 +2,698%
CWM
272
Congress Wealth Management
Massachusetts
$1.17M -$1.24K -10 -0.1%
SFG
273
Sather Financial Group
Texas
$1.14M
FPGK
274
Financial Partners Group (Kansas)
Kansas
$1.12M -$29.7K -240 -3%
TIAA Trust, National Association
275
TIAA Trust, National Association
North Carolina
$1.11M -$18.4K -149 -2%