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iShares S&P Mid-Cap 400 Value ETF

805 hedge funds and large institutions have $5.44B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 201 increasing their positions, 312 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

36% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 312

Holders
805
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.6M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
276
Financial Partners Group (Kansas)
Kansas
$1.12M
TIAA Trust, National Association
277
TIAA Trust, National Association
North Carolina
$1.11M
CPA
278
Cardiff Park Advisors
California
$1.11M
AHC
279
Anderson Hoagland & Co
Missouri
$1.11M
SWP
280
Stratos Wealth Partners
Ohio
$1.11M
FWP
281
FAS Wealth Partners
Kansas
$1.08M
DWP
282
Daymark Wealth Partners
Ohio
$1.08M
ABWM
283
Alpine Bank Wealth Management
Colorado
$1.07M
EL
284
Essex LLC
Illinois
$1.06M
CAM
285
Cresset Asset Management
Illinois
$1.05M
CFG
286
Citizens Financial Group
Rhode Island
$1.05M
KFP
287
KMG Fiduciary Partners
Ohio
$1.05M
BOS
288
Bank of Stockton
California
$1.04M
HBW
289
Hazlett, Burt & Watson
West Virginia
$1.04M
TC
290
TAGStone Capital
North Carolina
$1.02M
MMHP
291
Murphy Middleton Hinkle & Parker
Georgia
$1.01M
BPA
292
Beacon Pointe Advisors
California
$995K
PWAM
293
Private Wealth Asset Management
Iowa
$985K
USCWA
294
U.S. Capital Wealth Advisors
Texas
$984K
EW
295
Evoke Wealth
California
$976K
WP
296
WealthShield Partners
North Carolina
$967K
Renaissance Technologies
297
Renaissance Technologies
New York
$964K
HFRG
298
Houlihan Financial Resource Group
Virginia
$959K
FF
299
Finley Financial
Nevada
$959K
SDWMA
300
Schneider Downs Wealth Management Advisors
Pennsylvania
$957K