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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
RSF
251
Rik Saylor Financial
Ohio
$1.68M
WT
252
Whittier Trust
California
$1.67M
BM
253
Berman McAleer
Maryland
$1.67M
CPIG
254
Chicago Partners Investment Group
Illinois
$1.67M
HIA
255
Harbor Investment Advisory
Maryland
$1.67M
TIM
256
Thompson Investment Management
Wisconsin
$1.63M
AWM
257
Accurate Wealth Management
Florida
$1.63M
JIC
258
Johnson Investment Counsel
Ohio
$1.63M
First Trust Advisors
259
First Trust Advisors
Illinois
$1.6M
VC
260
Vicus Capital
Pennsylvania
$1.6M
HOWA
261
Hudson Oak Wealth Advisory
New Jersey
$1.59M
BSB
262
Bangor Savings Bank
Maine
$1.59M
TCOV
263
Trust Company of Vermont
Vermont
$1.58M
SWA
264
SOA Wealth Advisors
New York
$1.56M
CGA
265
Crescent Grove Advisors
Illinois
$1.55M
SFO
266
Stenger Family Office
Illinois
$1.55M
PFM
267
Phillips Financial Management
Indiana
$1.54M
VA
268
Valmark Advisers
Ohio
$1.54M
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$1.53M
PAA
270
Peregrine Asset Advisers
Oregon
$1.49M
PFG
271
Pacific Financial Group
Washington
$1.45M
AWM
272
AE Wealth Management
Kansas
$1.42M
VT
273
Vise Technologies
New York
$1.41M
AFC
274
AFT Forsyth & Company
Florida
$1.4M
KP
275
Keel Point
Alabama
$1.4M