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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
Boston Partners
451
Boston Partners
Massachusetts
$451K
FFG
452
Fiduciary Financial Group
California
$451K
GA
453
Goldstein Advisors
Wisconsin
$450K
VW
454
Veridan Wealth
Oregon
$448K
BHBT
455
Burke & Herbert Bank & Trust
Virginia
$446K
SFGM
456
Stonebridge Financial Group (Missouri)
Missouri
$445K
AAS
457
Ameritas Advisory Services
Nebraska
$444K
AUB
458
Atlantic Union Bankshares
Virginia
$444K
UBS AM
459
UBS AM
Illinois
$443K
PA
460
Parallel Advisors
California
$441K
PS
461
Principal Securities
Iowa
$441K
SFG
462
Sage Financial Group
Pennsylvania
$438K
SM
463
Sensible Money
Arizona
$436K
HP
464
Holistic Planning
Texas
$428K
BAM
465
Belpointe Asset Management
Nevada
$427K
FI
466
FWG Investments
Kentucky
$427K
IWM
467
IHT Wealth Management
Illinois
$425K
EWA
468
EverSource Wealth Advisors
Alabama
$424K
SW
469
SlateStone Wealth
Florida
$424K
FCFC
470
First Commonwealth Financial Corp
Pennsylvania
$421K
CP
471
Cornerstone Planning
North Carolina
$420K
DC
472
Davenport & Co
Virginia
$419K
ATC
473
Argent Trust Co
Tennessee
$415K
IIL
474
Insight Inv LLC
California
$413K
CWA
475
Crusonia Wealth Advisors
Colorado
$412K