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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
QCM
326
QRG Capital Management
Illinois
$884K
MIC
327
Meridian Investment Counsel
California
$875K
GRP
328
Global Retirement Partners
California
$870K
VVP
329
Venture Visionary Partners
Ohio
$866K
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$866K
MIA
331
MainStreet Investment Advisors
Illinois
$866K
MWM
332
Mission Wealth Management
California
$864K
Allspring Global Investments
333
Allspring Global Investments
North Carolina
$863K
MF
334
Meridian Financial
Massachusetts
$854K
CFGA
335
Cambridge Financial Group (Arizona)
Arizona
$849K
MGIA
336
Matthew Goff Investment Advisor
Texas
$847K
SWM
337
StoneCrest Wealth Management
Arizona
$841K
BWCS
338
Beirne Wealth Consulting Services
Connecticut
$840K
KBFS
339
Kohmann Bosshard Financial Services
Ohio
$836K
UCFA
340
United Capital Financial Advisors
Texas
$832K
Franklin Resources
341
Franklin Resources
California
$830K
CAM
342
Cresset Asset Management
Illinois
$828K
GAM
343
Griffin Asset Management
New York
$823K
CW
344
CreativeOne Wealth
Kansas
$822K
GSWM
345
Greenup Street Wealth Management
Michigan
$820K
USCWA
346
U.S. Capital Wealth Advisors
Texas
$813K
HCA
347
Harbour Capital Advisors
Virginia
$809K
EGWAG
348
Elwood & Goetz Wealth Advisory Group
Georgia
$804K
EW
349
Evoke Wealth
California
$802K
RA
350
RFG Advisory
Alabama
$798K