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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
TIM
251
Thompson Investment Management
Wisconsin
$1.51M
PAA
252
Peregrine Asset Advisers
Oregon
$1.49M
PFG
253
Pacific Financial Group
Washington
$1.47M
AWM
254
AE Wealth Management
Kansas
$1.43M
MMHP
255
Murphy Middleton Hinkle & Parker
Georgia
$1.4M
AFC
256
AFT Forsyth & Company
Florida
$1.4M
TPBG
257
Turning Point Benefit Group
Maryland
$1.4M
CIA
258
Concurrent Investment Advisors
Florida
$1.38M
MCM
259
MidAtlantic Capital Management
Virginia
$1.35M
SQA
260
Simon Quick Advisors
New Jersey
$1.35M
PPW
261
Presilium Private Wealth
Pennsylvania
$1.32M
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$1.32M
CAL
263
Capital Analysts LLC
Pennsylvania
$1.29M
Franklin Resources
264
Franklin Resources
California
$1.28M
TCBWMS
265
Texas Capital Bank Wealth Management Services
Texas
$1.28M
WFA
266
Wellspring Financial Advisors
Ohio
$1.27M
NA
267
NewEdge Advisors
Louisiana
$1.26M
BPA
268
Beacon Pointe Advisors
California
$1.24M
HWM
269
HighMark Wealth Management
Minnesota
$1.2M
OIA
270
OneDigital Investment Advisors
Kansas
$1.18M
TIAA Trust, National Association
271
TIAA Trust, National Association
North Carolina
$1.18M
FPGK
272
Financial Partners Group (Kansas)
Kansas
$1.17M
SWP
273
Stratos Wealth Partners
Ohio
$1.17M
CPA
274
Cardiff Park Advisors
California
$1.16M
AHC
275
Anderson Hoagland & Co
Missouri
$1.16M