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iShares S&P Mid-Cap 400 Value ETF

805 hedge funds and large institutions have $5.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 806805 (-1)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

20% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 271

Holders
805
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
$610K
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
426
Doliver Advisors
Texas
$483K
LWM
427
Liberty Wealth Management
California
$482K
HP
428
Holistic Planning
Texas
$481K
ES
429
Eagle Strategies
New York
$480K
SOS
430
Silver Oak Securities
Tennessee
$480K
TWM
431
Topsail Wealth Management
North Carolina
$475K
RSA
432
River Street Advisors
Illinois
$474K
WS
433
Wedbush Securities
California
$472K
AUB
434
Atlantic Union Bankshares
Virginia
$466K
IIL
435
Insight Inv LLC
California
$459K
FM
436
Foster & Motley
Ohio
$459K
Fayez Sarofim & Co
437
Fayez Sarofim & Co
Texas
$457K
SIC
438
Sigma Investment Counselors
Michigan
$452K
BHBT
439
Burke & Herbert Bank & Trust
Virginia
$452K
VT
440
Vise Technologies
New York
$451K
IWC
441
Integrated Wealth Concepts
Massachusetts
$451K
HFRG
442
Houlihan Financial Resource Group
Virginia
$447K
FFG
443
Fiduciary Financial Group
California
$445K
GA
444
Goldstein Advisors
Wisconsin
$444K
IWM
445
IHT Wealth Management
Illinois
$443K
DC
446
Davenport & Co
Virginia
$441K
VW
447
Veridan Wealth
Oregon
$440K
CL
448
Choreo LLC
Illinois
$431K
SFG
449
Sage Financial Group
Pennsylvania
$431K
SM
450
Sensible Money
Arizona
$430K