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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

800 hedge funds and large institutions have $5.43B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 201 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-9
Holders Change %
-1.11%
% of All Funds
10.72%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.24%
New
58
Increased
201
Reduced
311
Closed
53
Calls
$39.6M
Puts
–
Net Calls
+$39.6M
Net Calls Change
+$39.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.3M
3
CFB
Cullen/Frost Bankers
Texas
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.61M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.83M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.9M
2
EK
Evensky & Katz
Florida
-$17.2M
3
WAS
Wealth Advisory Solutions
Indiana
-$16.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
5
CFA
Camarda Financial Advisors
Florida
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
451
Belpointe Asset Management
Nevada
$401K -$1.5M -12,168 -79%
CFO
452
Callan Family Office
Pennsylvania
$398K +$79.3K +642 +25%
FCFC
453
First Commonwealth Financial Corp
Pennsylvania
$395K – – –
Brown Advisory
454
Brown Advisory
Maryland
$394K -$29.5K -239 -7%
GIA
455
Gladstone Institutional Advisory
Florida
$394K -$62.2K -503 -14%
FI
456
FWG Investments
Kentucky
$392K +$392K +3,174 New
SW
457
SlateStone Wealth
Florida
$391K +$247 +2 +0.1%
ATC
458
Argent Trust Co
Tennessee
$389K -$20.5K -166 -5%
AC
459
AlphaCore Capital
California
$388K -$5.07K -41 -1%
LFG
460
Larson Financial Group
Missouri
$387K -$6.18K -50 -2%
NL
461
NWAM LLC
Washington
$382K -$3.02K -24 -0.8%
RMP
462
Richards, Merrill & Peterson
Washington
$379K – – –
CIA
463
Cape Investment Advisory
Georgia
$378K +$63K +510 +20%
PFBT
464
Parkside Financial Bank & Trust
Missouri
$376K – – –
WWM
465
Whalen Wealth Management
Nevada
$372K -$6.62M -53,562 -95%
GFP
466
Gryphon Financial Partners
Ohio
$371K – – –
FT
467
Fiduciary Trust
Massachusetts
$368K -$76.7K -621 -17%
BIM
468
Bridges Investment Management
Nebraska
$367K – – –
KL
469
KWMG LLC
Kansas
$365K +$10.1K +82 +3%
HWA
470
Heartwood Wealth Advisors
Virginia
$362K -$30.6K -248 -8%
MFA
471
Mayflower Financial Advisors
Massachusetts
$361K – – –
EF
472
Empowered Funds
Pennsylvania
$360K +$360K +2,916 New
PIA
473
Panoramic Investment Advisors
Colorado
$358K -$375K -3,035 -51%
OSNBOA
474
Old Second National Bank of Aurora
Illinois
$356K +$21.3K +172 +6%
YIH
475
Y-Intercept (HK)
Hong Kong
$356K +$356K +2,879 New
17 18
19
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