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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
CB
351
Cadence Bank
Mississippi
$798K
KF
352
Krilogy Financial
Missouri
$792K
RB
353
Renasant Bank
Mississippi
$789K
EARNEST Partners
354
EARNEST Partners
Georgia
$776K
IBOK
355
Independence Bank of Kentucky
Kentucky
$767K
MMA
356
Miracle Mile Advisors
California
$764K
BCA
357
Bay Capital Advisors
Virginia
$763K
CWM
358
Connecticut Wealth Management
Connecticut
$733K
PTC
359
Private Trust Company
Ohio
$733K
RSWM
360
Robertson Stephens Wealth Management
California
$732K
IA
361
IFG Advisory
Georgia
$720K
TNB
362
Thomasville National Bank
Georgia
$718K
GLA
363
Great Lakes Advisors
Illinois
$713K
AAP
364
Arax Advisory Partners
Colorado
$711K
FCAM
365
First Citizens Asset Management
North Carolina
$705K
FPAS
366
Focus Partners Advisor Solutions
Missouri
$700K
FA
367
FC Advisory
Pennsylvania
$698K
CA
368
Claro Advisors
Massachusetts
$694K
MA
369
MONECO Advisors
Connecticut
$691K
WAM
370
Weinberger Asset Management
California
$688K
PFA
371
Pinnacle Family Advisors
Missouri
$685K
SI
372
Saxon Interests
Texas
$681K
GVAG
373
Great Valley Advisor Group
Delaware
$679K
CA
374
Cambridge Advisors
Nebraska
$675K
LPAM
375
Lodestar Private Asset Management
California
$675K