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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
EF
451
Empowered Funds
Pennsylvania
$426K
BAM
452
Belpointe Asset Management
Nevada
$421K
EWA
453
EverSource Wealth Advisors
Alabama
$419K
SW
454
SteelPeak Wealth
California
$417K
FCFC
455
First Commonwealth Financial Corp
Pennsylvania
$415K
FI
456
FWG Investments
Kentucky
$415K
SW
457
SlateStone Wealth
Florida
$411K
ATC
458
Argent Trust Co
Tennessee
$409K
TSW
459
Thompson Siegel & Walmsley
Virginia
$407K
AC
460
AlphaCore Capital
California
$401K
CF
461
Clarity Financial
Texas
$399K
RMP
462
Richards, Merrill & Peterson
Washington
$397K
CCB
463
Country Club Bank
Missouri
$395K
WTB
464
Washington Trust Bank
Washington
$395K
Brown Advisory
465
Brown Advisory
Maryland
$391K
AIA
466
AssuredPartners Investment Advisors
Florida
$390K
GIA
467
Gladstone Institutional Advisory
Florida
$388K
PFBT
468
Parkside Financial Bank & Trust
Missouri
$386K
FT
469
Fiduciary Trust
Massachusetts
$386K
BIM
470
Bridges Investment Management
Nebraska
$385K
KL
471
KWMG LLC
Kansas
$383K
LFG
472
Larson Financial Group
Missouri
$383K
CWM
473
Cornerstone Wealth Management
Missouri
$380K
HWA
474
Heartwood Wealth Advisors
Virginia
$380K
AW
475
Apricus Wealth
South Carolina
$379K