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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
351
Crestwood Advisors Group
Massachusetts
$672K +$94.2K +762 +16%
PFA
352
Pinnacle Family Advisors
Missouri
$671K -$19.9K -161 -3%
TNB
353
Thomasville National Bank
Georgia
$671K -$117K -950 -15%
GLA
354
Great Lakes Advisors
Illinois
$670K -$4.2K -34 -0.6%
MWM
355
Mission Wealth Management
California
$670K -$1.61K -13 -0.2%
AAP
356
Arax Advisory Partners
Colorado
$665K -$183K -1,468 -22%
FEG
357
Fund Evaluation Group
Ohio
$655K
FA
358
FC Advisory
Pennsylvania
$650K +$94.8K +767 +17%
GVAG
359
Great Valley Advisor Group
Delaware
$643K -$68.9K -558 -10%
CA
360
Cambridge Advisors
Nebraska
$640K
TRCT
361
Tower Research Capital (TRC)
New York
$638K -$958K -7,753 -60%
SAF
362
Smith Anglin Financial
Texas
$629K -$237K -1,915 -27%
AIP
363
Alexis Investment Partners
Texas
$629K -$169K -1,367 -21%
SAG
364
SageView Advisory Group
California
$626K
PAS
365
PKS Advisory Services
New York
$623K -$11.9K -96 -2%
BJL
366
Brighton Jones LLC
Washington
$623K +$96K +777 +18%
LPAM
367
Lodestar Private Asset Management
California
$623K +$39.3K +318 +7%
SI
368
Saxon Interests
Texas
$622K
FCAS
369
First Command Advisory Services
Texas
$610K -$44.5K -360 -7%
PTC
370
Private Trust Company
Ohio
$604K -$65.4K -529 -10%
PFA
371
Professional Financial Advisors
Nebraska
$604K +$56.4K +456 +10%
AFTS
372
American Financial & Tax Strategies
New York
$603K
SIM
373
Stratos Investment Management
Ohio
$603K -$264K -2,133 -30%
B
374
Bailard
California
$600K +$115K +931 +24%
TWP
375
Total Wealth Planning
Ohio
$597K