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
Top Buyers
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$25.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$19.5M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$17.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$17.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.9M |
Top Sellers
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$20M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$18M |
| 3 |
JE
JMAC Enterprises
Newtown,
Pennsylvania
|
-$9.57M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.96M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.42M |
