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iShares S&P Mid-Cap 400 Value ETF

837 hedge funds and large institutions have $5.89B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 226 increasing their positions, 287 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: 1717 (0)

21% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 287

Holders
837
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
CA
376
Cambridge Advisors
Nebraska
$675K
LPAM
377
Lodestar Private Asset Management
California
$675K
AW
378
Apricus Wealth
South Carolina
$673K
KCM
379
Kanawha Capital Management
Virginia
$665K
SB
380
Strategic Blueprint
Georgia
$658K
NIM
381
Niles Investment Management
Florida
$658K
PAS
382
PKS Advisory Services
New York
$649K
MWM
383
Meridian Wealth Management
Kentucky
$648K
SIM
384
Stratos Investment Management
Ohio
$647K
AFTS
385
American Financial & Tax Strategies
New York
$642K
PCM
386
Park Capital Management
Wisconsin
$639K
B
387
Bailard
California
$639K
FC
388
Fairscale Capital
New Hampshire
$637K
AC
389
AWM Capital
Arizona
$635K
FA
390
Fiduciary Alliance
South Carolina
$628K
BFAG
391
Blackston Financial Advisory Group
Florida
$625K
MCA
392
MSH Capital Advisors
Arizona
$622K
PWP
393
Perfromance Wealth Partners
Illinois
$612K
NI
394
Nuance Investments
Missouri
$610K
NHC
395
Nicholas Hoffman & Company
Georgia
$609K
HI
396
Hyundai Investments
South Korea
$609K
PFA
397
Professional Financial Advisors
Nebraska
$608K
SAG
398
SageView Advisory Group
California
$605K
EWM
399
EPG Wealth Management
Georgia
$601K
RIM
400
Rockbridge Investment Management
New York
$601K