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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
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$953K
SC
302
Savant Capital
Illinois
$952K
AEPWM
303
Atlantic Edge Private Wealth Management
Florida
$946K
GSWM
304
Greenup Street Wealth Management
Michigan
$944K
JFG
305
JMG Financial Group
Illinois
$936K
RB
306
Renasant Bank
Mississippi
$933K
MAM
307
Mystic Asset Management
Rhode Island
$908K
NCM
308
Narwhal Capital Management
Georgia
$898K
DTC
309
Davidson Trust Company
Washington
$895K
BJL
310
Brighton Jones LLC
Washington
$871K
MGIA
311
Matthew Goff Investment Advisor
Texas
$863K
MIC
312
Meridian Investment Counsel
California
$862K
GRP
313
Global Retirement Partners
California
$862K
MF
314
Meridian Financial
Massachusetts
$861K
Vanguard Group
315
Vanguard Group
Pennsylvania
$859K
MIA
316
MainStreet Investment Advisors
Illinois
$855K
VVP
317
Venture Visionary Partners
Ohio
$853K
GAM
318
Griffin Asset Management
New York
$845K
SWM
319
StoneCrest Wealth Management
Arizona
$836K
BWCS
320
Beirne Wealth Consulting Services
Connecticut
$828K
CFGA
321
Cambridge Financial Group (Arizona)
Arizona
$828K
KBFS
322
Kohmann Bosshard Financial Services
Ohio
$824K
USCWA
323
U.S. Capital Wealth Advisors
Texas
$819K
MMA
324
Miracle Mile Advisors
California
$818K
HIA
325
Harbor Investment Advisory
Maryland
$812K