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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
SBWIC
401
Schaper Benz & Wise Investment Counsel
Wisconsin
$592K
CCMG
402
Clark Capital Management Group
Pennsylvania
$592K
MBT
403
Montecito Bank & Trust
California
$591K
APP
404
Avantax Planning Partners
Iowa
$585K
FHC
405
First Horizon Corporation
Tennessee
$582K
YAIA
406
Yanni & Associates Investment Advisors
Pennsylvania
$579K
FCAS
407
First Command Advisory Services
Texas
$577K
CSIC
408
Clifford Swan Investment Counsel
California
$574K
PCA
409
Purkiss Capital Advisors
Connecticut
$567K
PWM
410
Partners Wealth Management
California
$565K
MSFS
411
Main Street Financial Solutions
Pennsylvania
$560K
TSWM
412
Triangle Securities Wealth Management
North Carolina
$560K
HW
413
Hancock Whitney
Mississippi
$558K
NGA
414
Naples Global Advisors
Florida
$550K
Bank Julius Baer & Co
415
Bank Julius Baer & Co
Switzerland
$550K
AA
416
Ancora Advisors
Ohio
$549K
BFA
417
Beaumont Financial Advisors
Massachusetts
$537K
CIA
418
Capital Investment Advisors
Georgia
$537K
MCM
419
MV Capital Management
Maryland
$530K
CPC
420
Cookson Peirce & Co
Pennsylvania
$529K
IA
421
IFG Advisors
Missouri
$527K
RWM
422
Riverbend Wealth Management
South Carolina
$526K
IAA
423
Ironsides Asset Advisors
North Carolina
$526K
WFM
424
Wolff Financial Management
Michigan
$526K
BFS
425
Bradley Foster & Sargent
Connecticut
$523K