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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
CFG
301
Citizens Financial Group
Rhode Island
$1.04M
AGP
302
Aspire Growth Partners
Florida
$1.04M
WB
303
WesBanco Bank
West Virginia
$1.04M
HFRG
304
Houlihan Financial Resource Group
Virginia
$1.03M
AIA
305
AssuredPartners Investment Advisors
Florida
$1.03M
SDWMA
306
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.03M
JFG
307
JMG Financial Group
Illinois
$1.02M
FF
308
Finley Financial
Nevada
$1.02M
IWB
309
Innovative Wealth Building
Maryland
$1.02M
KA
310
KLCM Advisors
Wisconsin
$1.01M
BOS
311
Bank of Stockton
California
$1.01M
AFG
312
Atomi Financial Group
New York
$1M
Citigroup
313
Citigroup
New York
$1M
AIP
314
Ameritas Investment Partners
Nebraska
$998K
PWAM
315
Private Wealth Asset Management
Iowa
$974K
PPC
316
Park Place Capital
Alabama
$957K
AEPWM
317
Atlantic Edge Private Wealth Management
Florida
$945K
SC
318
Savant Capital
Illinois
$936K
WFA
319
Wellspring Financial Advisors
Ohio
$934K
DTC
320
Davidson Trust Company
Washington
$928K
MAM
321
Mystic Asset Management
Rhode Island
$921K
NCM
322
Narwhal Capital Management
Georgia
$911K
SCM
323
SCS Capital Management
Massachusetts
$899K
PFS
324
Prospera Financial Services
Texas
$886K
Vanguard Group
325
Vanguard Group
Pennsylvania
$885K