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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
AWA
401
American Wealth Advisors
Georgia
$600K
DC
402
Destiny Capital
Colorado
$599K
SBWIC
403
Schaper Benz & Wise Investment Counsel
Wisconsin
$592K
CCMG
404
Clark Capital Management Group
Pennsylvania
$592K
MBT
405
Montecito Bank & Trust
California
$591K
APP
406
Avantax Planning Partners
Iowa
$585K
FHC
407
First Horizon Corporation
Tennessee
$582K
YAIA
408
Yanni & Associates Investment Advisors
Pennsylvania
$579K
FCAS
409
First Command Advisory Services
Texas
$577K
CSIC
410
Clifford Swan Investment Counsel
California
$574K
PCA
411
Purkiss Capital Advisors
Connecticut
$567K
PWM
412
Partners Wealth Management
California
$565K
MSFS
413
Main Street Financial Solutions
Pennsylvania
$560K
TSWM
414
Triangle Securities Wealth Management
North Carolina
$560K
HW
415
Hancock Whitney
Mississippi
$558K
NGA
416
Naples Global Advisors
Florida
$550K
Bank Julius Baer & Co
417
Bank Julius Baer & Co
Switzerland
$550K
AA
418
Ancora Advisors
Ohio
$549K
BFA
419
Beaumont Financial Advisors
Massachusetts
$537K
CIA
420
Capital Investment Advisors
Georgia
$537K
MCM
421
MV Capital Management
Maryland
$530K
CPC
422
Cookson Peirce & Co
Pennsylvania
$529K
IA
423
IFG Advisors
Missouri
$527K
RWM
424
Riverbend Wealth Management
South Carolina
$526K
WFM
425
Wolff Financial Management
Michigan
$526K