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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 %
CPA
276
Cardiff Park Advisors
California
$1.11M
AHC
277
Anderson Hoagland & Co
Missouri
$1.11M
SWP
278
Stratos Wealth Partners
Ohio
$1.11M -$85.9K -695 -7%
FWP
279
FAS Wealth Partners
Kansas
$1.08M +$10.6K +86 +1%
DWP
280
Daymark Wealth Partners
Ohio
$1.08M +$4.45K +36 +0.4%
ABWM
281
Alpine Bank Wealth Management
Colorado
$1.07M
EL
282
Essex LLC
Illinois
$1.06M -$12.6K -102 -1%
CAM
283
Cresset Asset Management
Illinois
$1.05M +$74.8K +605 +8%
CFG
284
Citizens Financial Group
Rhode Island
$1.05M -$14.1K -114 -1%
KFP
285
KMG Fiduciary Partners
Ohio
$1.05M
BOS
286
Bank of Stockton
California
$1.04M -$103K -834 -9%
HBW
287
Hazlett, Burt & Watson
West Virginia
$1.04M -$70.1K -567 -6%
TC
288
TAGStone Capital
North Carolina
$1.02M +$4.33K +35 +0.4%
MMHP
289
Murphy Middleton Hinkle & Parker
Georgia
$1.01M
BPA
290
Beacon Pointe Advisors
California
$995K -$32.9K -266 -3%
PWAM
291
Private Wealth Asset Management
Iowa
$985K
USCWA
292
U.S. Capital Wealth Advisors
Texas
$984K +$6.3K +51 +0.6%
EW
293
Evoke Wealth
California
$976K +$976K +7,900 New
WP
294
WealthShield Partners
North Carolina
$967K -$228K -1,846 -19%
Renaissance Technologies
295
Renaissance Technologies
New York
$964K -$989K -8,000 -51%
HFRG
296
Houlihan Financial Resource Group
Virginia
$959K +$124 +1 +0%
FF
297
Finley Financial
Nevada
$959K
SDWMA
298
Schneider Downs Wealth Management Advisors
Pennsylvania
$957K +$484K +3,915 +102%
RB
299
Renasant Bank
Mississippi
$949K -$494K -3,995 -34%
AIP
300
Ameritas Investment Partners
Nebraska
$948K -$1.24K -10 -0.1%