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

793 hedge funds and large institutions have $5.42B 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, 198 increasing their positions, 308 reducing their positions, and 53 closing their positions.

Holders
793
Holders Change
-15
Holders Change %
-1.86%
% of All Funds
10.65%
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
198
Reduced
308
Closed
53
Calls
$39.6M
Puts
–
Net Calls
+$39.6M
Net Calls Change
+$39.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$438M
2
Morgan Stanley
2
Morgan Stanley
New York
$529M
3
CFB
3
Cullen/Frost Bankers
Texas
$103M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59.3M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$8.98M

Top Sellers

1
WIA
1
World Investment Advisors
California
$574K
2
EK
2
Evensky & Katz
Florida
$56M
3
WAS
3
Wealth Advisory Solutions
Indiana
$2.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$161M
5
CFA
5
Camarda Financial Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WSFS
26
Wilmington Savings Fund Society
Delaware
$39.6M 320,576 -2,262 -0.7%
BF
27
BOK Financial
Oklahoma
$39.2M 317,319 -4,420 -1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$38.1M 308,340 -25,490 -8%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$33.5M 270,766 +17,457 +7%
WANY
30
Wealthspire Advisors (New York)
New York
$32.3M 261,290 -3,770 -1%
CC
31
Courier Capital
New York
$29.6M 239,173 +1,491 +0.6%
Truist Financial
32
Truist Financial
North Carolina
$28.8M 232,672 -4,213 -2%
Creative Planning
33
Creative Planning
Kansas
$27.8M 224,837 -10,159 -4%
Cerity Partners
34
Cerity Partners
New York
$27.5M 222,738 -8,376 -4%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$27.1M 219,531 +38,471 +21%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$26.9M 217,678 +6,519 +3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$26.6M 215,311 +968 +0.5%
MFIM
38
Mesirow Financial Investment Management
Illinois
$26.3M 212,409 -2,775 -1%
KeyBank National Association
39
KeyBank National Association
Ohio
$23.2M 187,734 -2,966 -2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$21.7M 175,238 +7,726 +5%
Mariner
41
Mariner
Kansas
$21M 170,061 -1,658 -1%
SFI
42
SPC Financial Inc
Maryland
$20.4M 165,136 +448 +0.3%
Lido Advisors
43
Lido Advisors
California
$18.8M 151,737 -39,150 -21%
SFP
44
Sterling Financial Planning
New Jersey
$18.1M 146,424 +6,634 +5%
GSWM
45
Greenup Street Wealth Management
Michigan
$17.1M 138,108 +15,025 +12%
Osaic Holdings
46
Osaic Holdings
Arizona
$16.8M 134,502 -36,404 -21%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$15.1M 121,948 +4,251 +4%
LFS
48
Lutz Financial Services
Nebraska
$14.9M 120,569 -671 -0.6%
FMC
49
First Merchants Corp
Indiana
$14.2M 115,234 -3,362 -3%
Corient Private Wealth
50
Corient Private Wealth
Florida
$14.1M 114,077 -3,923 -3%
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