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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.3M
3
CFB
Cullen/Frost Bankers
Texas
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.61M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.83M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.9M
2
EK
Evensky & Katz
Florida
-$17.2M
3
WAS
Wealth Advisory Solutions
Indiana
-$16.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
5
CFA
Camarda Financial Advisors
Florida
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
301
Synovus Financial
Georgia
$946K +$15.7K +127 +2%
AQR Capital Management
302
AQR Capital Management
Connecticut
$943K -$1.47M -11,869 -61%
SCM
303
SCS Capital Management
Massachusetts
$929K +$3.21K +26 +0.3%
VVP
304
Venture Visionary Partners
Ohio
$926K -$11.9K -96 -1%
AGP
305
Aspire Growth Partners
Florida
$920K +$26.3K +213 +3%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$918K – – –
AFG
307
Atomi Financial Group
New York
$915K -$2.84K -23 -0.3%
AEPWM
308
Atlantic Edge Private Wealth Management
Florida
$902K – – –
SC
309
Savant Capital
Illinois
$894K +$989 +8 +0.1%
SF
310
Summit Financial
New Jersey
$877K +$640K +5,181 +271%
MF
311
Meridian Financial
Massachusetts
$866K -$15.8K -128 -2%
MAM
312
Mystic Asset Management
Rhode Island
$865K – – –
FB
313
Fulton Bank
Pennsylvania
$865K +$219K +1,770 +34%
MMA
314
Miracle Mile Advisors
California
$860K +$59.2K +479 +7%
GAM
315
Griffin Asset Management
New York
$856K -$34.5K -279 -4%
NCM
316
Narwhal Capital Management
Georgia
$856K – – –
HIA
317
Harbor Investment Advisory
Maryland
$848K +$124K +1,000 +17%
SC
318
SouthState Corp
Florida
$847K -$68K -550 -7%
CA
319
Claro Advisors
Massachusetts
$836K -$474K -3,833 -36%
NAAA
320
New Age Alpha Advisors
New York
$833K -$25.5K -206 -3%
MGIA
321
Matthew Goff Investment Advisor
Texas
$822K – – –
MIC
322
Meridian Investment Counsel
California
$822K – – –
GRP
323
Global Retirement Partners
California
$821K +$821K +6,644 New
MIA
324
MainStreet Investment Advisors
Illinois
$820K – – –
Vanguard Group
325
Vanguard Group
Pennsylvania
$816K -$8.03K -65 -1%
11 12
13
14 15