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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 %
AC
376
AWM Capital
Arizona
$596K – – –
SWM
377
Spire Wealth Management
Virginia
$587K -$35K -283 -6%
EWM
378
EPG Wealth Management
Georgia
$586K +$1.98K +16 +0.3%
MCA
379
MSH Capital Advisors
Arizona
$584K – – –
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$580K +$164K +1,327 +39%
WIA
381
World Investment Advisors
California
$574K -$26.9M -217,734 -98%
BCI
382
Brinker Capital Investments
Pennsylvania
$572K -$31.5K -255 -5%
AA
383
Ancora Advisors
Ohio
$572K +$55K +445 +11%
FA
384
Fiduciary Alliance
South Carolina
$572K +$24.2K +196 +4%
PWP
385
Perfromance Wealth Partners
Illinois
$572K – – –
RIM
386
Rockbridge Investment Management
New York
$564K – – –
HF
387
HRT Financial
New York
$562K +$562K +4,554 New
IA
388
IFG Advisory
Georgia
$557K +$618 +5 +0.1%
SBWIC
389
Schaper Benz & Wise Investment Counsel
Wisconsin
$556K – – –
APP
390
Avantax Planning Partners
Iowa
$556K -$1.73K -14 -0.3%
BFO
391
Boston Family Office
Massachusetts
$540K -$20.5K -166 -4%
CSIC
392
Clifford Swan Investment Counsel
California
$539K – – –
HP
393
Holistic Planning
Texas
$537K – – –
TCOV
394
Trust Company of Vermont
Vermont
$533K -$46.2K -374 -8%
NHC
395
Nicholas Hoffman & Company
Georgia
$533K +$533K +4,310 New
CCMG
396
Clark Capital Management Group
Pennsylvania
$529K – – –
MSFS
397
Main Street Financial Solutions
Pennsylvania
$526K – – –
KPWS
398
Kestra Private Wealth Services
Texas
$525K -$34.4K -278 -6%
CCA
399
Cobblestone Capital Advisors
New York
$516K -$32.7K -265 -6%
NGA
400
Naples Global Advisors
Florida
$516K -$4.82K -39 -0.9%
14 15
16
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