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

800 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, 201 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-9
Holders Change %
-1.11%
% of All Funds
10.73%
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
201
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 %
Vanguard Group
326
Vanguard Group
Pennsylvania
$816K -$8.03K -65 -1%
BFAG
327
Blackston Financial Advisory Group
Florida
$814K -$305K -2,465 -27%
SWM
328
StoneCrest Wealth Management
Arizona
$803K -$20.1K -163 -2%
JFG
329
JMG Financial Group
Illinois
$800K -$26.1K -211 -3%
BWCS
330
Beirne Wealth Consulting Services
Connecticut
$789K -$45.5K -368 -5%
KBFS
331
Kohmann Bosshard Financial Services
Ohio
$785K – – –
DTC
332
Davidson Trust Company
Washington
$781K +$159K +1,285 +26%
HCA
333
Harbour Capital Advisors
Virginia
$780K – – –
CB
334
Cadence Bank
Mississippi
$762K -$2.47K -20 -0.3%
EGWAG
335
Elwood & Goetz Wealth Advisory Group
Georgia
$755K – – –
MA
336
MONECO Advisors
Connecticut
$751K -$65.6K -531 -8%
CWM
337
Connecticut Wealth Management
Connecticut
$736K – – –
FPAS
338
Focus Partners Advisor Solutions
Missouri
$729K -$9.64K -78 -1%
IBOK
339
Independence Bank of Kentucky
Kentucky
$720K – – –
NPFS
340
Novak & Powell Financial Services
Florida
$717K -$909K -7,352 -56%
BCA
341
Bay Capital Advisors
Virginia
$716K – – –
WAM
342
Weinberger Asset Management
California
$703K +$1.48K +12 +0.2%
CW
343
CreativeOne Wealth
Kansas
$700K -$124 -1 -0%
UCFA
344
United Capital Financial Advisors
Texas
$696K -$41.6K -337 -6%
JWCA
345
J.W. Cole Advisors
Florida
$692K +$276K +2,235 +66%
GTAM
346
Global Trust Asset Management
Florida
$688K -$93.9K -760 -12%
QCM
347
Quantinno Capital Management
New York
$687K -$12.6K -102 -2%
VFIC
348
Valley Forge Investment Consultants
Pennsylvania
$686K +$2.84K +23 +0.4%
RSWM
349
Robertson Stephens Wealth Management
California
$678K +$124 +1 +0%
KCM
350
Kanawha Capital Management
Virginia
$677K -$7.91K -64 -1%
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