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iShares S&P Mid-Cap 400 Value ETF

827 hedge funds and large institutions have $5.88B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 286 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: 1616 (0)

21% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 286

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
PPW
276
Presilium Private Wealth
Pennsylvania
$1.37M
TCBWMS
277
Texas Capital Bank Wealth Management Services
Texas
$1.3M
ACA
278
Anchor Capital Advisors
Massachusetts
$1.29M
NL
279
NWAM LLC
Washington
$1.29M
APW
280
Alliance Private Wealth
Massachusetts
$1.28M
FB
281
Fulton Bank
Pennsylvania
$1.25M
GPW
282
Genesis Private Wealth
Virginia
$1.23M
FPGK
283
Financial Partners Group (Kansas)
Kansas
$1.23M
HWM
284
HighMark Wealth Management
Minnesota
$1.22M
NA
285
NewEdge Advisors
Louisiana
$1.22M
SWP
286
Stratos Wealth Partners
Ohio
$1.19M
AHC
287
Anderson Hoagland & Co
Missouri
$1.18M
SQA
288
Simon Quick Advisors
New Jersey
$1.17M
TIAA Trust, National Association
289
TIAA Trust, National Association
North Carolina
$1.17M
OIA
290
OneDigital Investment Advisors
Kansas
$1.16M
CPA
291
Cardiff Park Advisors
California
$1.16M
ANTB
292
AMG National Trust Bank
Colorado
$1.16M
DWP
293
Daymark Wealth Partners
Ohio
$1.15M
CFG
294
Compass Financial Group
Ohio
$1.13M
FWP
295
FAS Wealth Partners
Kansas
$1.12M
EL
296
Essex LLC
Illinois
$1.12M
WP
297
WealthShield Partners
North Carolina
$1.11M
TC
298
TAGStone Capital
North Carolina
$1.1M
ABWM
299
Alpine Bank Wealth Management
Colorado
$1.09M
CAL
300
Capital Analysts LLC
Pennsylvania
$1.06M