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iShares S&P Mid-Cap 400 Value ETF

809 hedge funds and large institutions have $5.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.99%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
58
Increased
241
Reduced
264
Closed
50
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
276
Capital Analysts LLC
Pennsylvania
$1.28M -$65.6K -548 -5%
CIA
277
Concurrent Investment Advisors
Florida
$1.28M -$48.7K -407 -4%
CA
278
Claro Advisors
Massachusetts
$1.27M -$43.3K -362 -3%
MCM
279
MidAtlantic Capital Management
Virginia
$1.27M +$47.7K +398 +4%
SFS
280
Sowell Financial Services
Arkansas
$1.25M +$1.25M +10,475 New
TIM
281
Thompson Investment Management
Wisconsin
$1.23M +$35.9K +300 +3%
AL
282
ACAS LLC
California
$1.2M -$58.5K -509 -5%
AllianceBernstein
283
AllianceBernstein
Tennessee
$1.18M +$38.8K +324 +3%
WP
284
WealthShield Partners
North Carolina
$1.16M
SWP
285
Stratos Wealth Partners
Ohio
$1.15M -$83.2K -695 -7%
CWM
286
Congress Wealth Management
Massachusetts
$1.14M +$12K +100 +1%
AIA
287
AssuredPartners Investment Advisors
Florida
$1.12M +$5.75K +48 +0.5%
FTUS
288
Flow Traders U.S.
New York
$1.12M +$1.12M +9,362 New
FPGK
289
Financial Partners Group (Kansas)
Kansas
$1.11M -$21.3K -178 -2%
BNP Paribas Financial Markets
290
BNP Paribas Financial Markets
France
$1.11M +$1.11M +9,300 New
BOS
291
Bank of Stockton
California
$1.11M -$352K -2,937 -24%
SFG
292
Sather Financial Group
Texas
$1.1M
TIAA Trust, National Association
293
TIAA Trust, National Association
North Carolina
$1.09M -$7.06K -59 -0.6%
NA
294
NewEdge Advisors
Louisiana
$1.09M +$149K +1,242 +16%
Franklin Resources
295
Franklin Resources
California
$1.08M +$70.2K +586 +7%
BFAG
296
Blackston Financial Advisory Group
Florida
$1.08M -$99.9K -834 -8%
QC
297
Quadrature Capital
United Kingdom
$1.07M +$1.07M +8,978 New
CPA
298
Cardiff Park Advisors
California
$1.07M
BBNA
299
Bremer Bank National Association
Minnesota
$1.07M +$44.8K +374 +4%
HBW
300
Hazlett, Burt & Watson
West Virginia
$1.07M +$140K +1,171 +15%