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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
AL
426
Aspiriant LLC
California
$523K
SC
427
SouthState Corp
Florida
$514K
BFO
428
Boston Family Office
Massachusetts
$513K
FFWA
429
FRG Family Wealth Advisors
Washington
$512K
ES
430
Eagle Strategies
New York
$506K
AL
431
ARWA LLC
Texas
$503K
FA
432
Financial Alternatives
California
$501K
SOS
433
Silver Oak Securities
Tennessee
$492K
CAM
434
Close Asset Management
United Kingdom
$492K
LWM
435
Liberty Wealth Management
California
$492K
IC
436
IEQ Capital
California
$491K
KPWS
437
Kestra Private Wealth Services
Texas
$486K
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$482K
TWM
439
Topsail Wealth Management
North Carolina
$482K
RSA
440
River Street Advisors
Illinois
$481K
PA
441
PFG Advisors
Arizona
$479K
DA
442
Doliver Advisors
Texas
$474K
WS
443
Wedbush Securities
California
$473K
CAG
444
Crestwood Advisors Group
Massachusetts
$469K
FM
445
Foster & Motley
Ohio
$466K
GTAM
446
Global Trust Asset Management
Florida
$465K
Fayez Sarofim & Co
447
Fayez Sarofim & Co
Texas
$464K
AIA
448
Ally Invest Advisors
North Carolina
$460K
SIC
449
Sigma Investment Counselors
Michigan
$458K
JWCA
450
J.W. Cole Advisors
Florida
$454K