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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
AW
376
Apricus Wealth
South Carolina
$673K
KCM
377
Kanawha Capital Management
Virginia
$665K
SB
378
Strategic Blueprint
Georgia
$658K
NIM
379
Niles Investment Management
Florida
$658K
PAS
380
PKS Advisory Services
New York
$649K
MWM
381
Meridian Wealth Management
Kentucky
$648K
SIM
382
Stratos Investment Management
Ohio
$647K
AFTS
383
American Financial & Tax Strategies
New York
$642K
PCM
384
Park Capital Management
Wisconsin
$639K
B
385
Bailard
California
$639K
FC
386
Fairscale Capital
New Hampshire
$637K
AC
387
AWM Capital
Arizona
$635K
FA
388
Fiduciary Alliance
South Carolina
$628K
BFAG
389
Blackston Financial Advisory Group
Florida
$625K
MCA
390
MSH Capital Advisors
Arizona
$622K
PWP
391
Perfromance Wealth Partners
Illinois
$612K
NI
392
Nuance Investments
Missouri
$610K
NHC
393
Nicholas Hoffman & Company
Georgia
$609K
HI
394
Hyundai Investments
South Korea
$609K
PFA
395
Professional Financial Advisors
Nebraska
$608K
SAG
396
SageView Advisory Group
California
$605K
EWM
397
EPG Wealth Management
Georgia
$601K
RIM
398
Rockbridge Investment Management
New York
$601K
AWA
399
American Wealth Advisors
Georgia
$600K
DC
400
Destiny Capital
Colorado
$599K