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iShares S&P Mid-Cap 400 Value ETF

809 hedge funds and large institutions have $5.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.99%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
58
Increased
241
Reduced
264
Closed
50
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
26
MAI Capital Management
Ohio
$39.5M -$3.32M -27,708 -8%
WSFS
27
Wilmington Savings Fund Society
Delaware
$38.7M -$272K -2,271 -0.7%
BF
28
BOK Financial
Oklahoma
$38.5M -$215K -1,793 -0.6%
WANY
29
Wealthspire Advisors (New York)
New York
$31.7M +$17.5M +146,265 +123%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$30.3M -$262K -2,188 -0.9%
CC
31
Courier Capital
New York
$28.5M +$65.3K +545 +0.2%
Truist Financial
32
Truist Financial
North Carolina
$28.4M -$3.84M -32,039 -12%
Creative Planning
33
Creative Planning
Kansas
$28.1M -$913K -7,624 -3%
Cerity Partners
34
Cerity Partners
New York
$27.7M +$31.8K +266 +0.1%
WIA
35
World Investment Advisors
California
$26.6M +$25.8M +215,671 +3,214%
MFIM
36
Mesirow Financial Investment Management
Illinois
$25.8M -$221K -1,843 -0.8%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$25.7M -$310K -2,593 -1%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$25.3M +$1.5M +12,489 +6%
Lido Advisors
39
Lido Advisors
California
$22.9M -$887K -7,405 -4%
KeyBank National Association
40
KeyBank National Association
Ohio
$22.8M +$1.6M +13,348 +8%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$21.6M +$2.97M +24,936 +16%
Mariner
42
Mariner
Kansas
$20.6M +$299K +2,497 +1%
Osaic Holdings
43
Osaic Holdings
Arizona
$20.5M +$895K +7,472 +5%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$20.1M +$99.4K +830 +0.5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$19.7M +$6.99M +58,386 +55%
SFI
46
SPC Financial Inc
Maryland
$19.7M +$84.5K +706 +0.4%
WAS
47
Wealth Advisory Solutions
Indiana
$18.3M -$1.19M -9,936 -6%
SFP
48
Sterling Financial Planning
New Jersey
$16.7M +$557K +4,650 +3%
GSWM
49
Greenup Street Wealth Management
Michigan
$14.7M +$1.74M +14,557 +13%
LFS
50
Lutz Financial Services
Nebraska
$14.5M -$109K -907 -0.7%