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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
ANTB
276
AMG National Trust Bank
Colorado
$1.15M
DWP
277
Daymark Wealth Partners
Ohio
$1.14M
FB
278
Fulton Bank
Pennsylvania
$1.13M
AQR Capital Management
279
AQR Capital Management
Connecticut
$1.12M
HBW
280
Hazlett, Burt & Watson
West Virginia
$1.12M
EL
281
Essex LLC
Illinois
$1.11M
PPC
282
Park Place Capital
Alabama
$1.11M
CFG
283
Citizens Financial Group
Rhode Island
$1.11M
KFP
284
KMG Fiduciary Partners
Ohio
$1.1M
FWP
285
FAS Wealth Partners
Kansas
$1.09M
ABWM
286
Alpine Bank Wealth Management
Colorado
$1.08M
TC
287
TAGStone Capital
North Carolina
$1.08M
HF
288
HRT Financial
New York
$1.05M
IWB
289
Innovative Wealth Building
Maryland
$1.04M
BOS
290
Bank of Stockton
California
$1.03M
SF
291
Synovus Financial
Georgia
$1.01M
PWAM
292
Private Wealth Asset Management
Iowa
$1.01M
FF
293
Finley Financial
Nevada
$1.01M
SDWMA
294
Schneider Downs Wealth Management Advisors
Pennsylvania
$1M
AIP
295
Ameritas Investment Partners
Nebraska
$994K
WP
296
WealthShield Partners
North Carolina
$992K
AGP
297
Aspire Growth Partners
Florida
$986K
QCM
298
Quantinno Capital Management
New York
$982K
SCM
299
SCS Capital Management
Massachusetts
$979K
AFG
300
Atomi Financial Group
New York
$958K