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iShares S&P Mid-Cap 400 Value ETF

795 hedge funds and large institutions have $5.61B 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, 214 increasing their positions, 267 reducing their positions, and 44 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: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 805795 (-10)

20% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 267

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
795
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
GFP
476
Gryphon Financial Partners
Ohio
$367K
IWM
477
Inlight Wealth Management
Georgia
$363K
AFA
478
Allium Financial Advisors
Oregon
$360K
PWW
479
Pettyjohn Wood & White
Virginia
$359K
TFS
480
Thoroughbred Financial Services
Tennessee
$358K
PWM
481
PBMares Wealth Management
Virginia
$357K
LAM
482
Lewis Asset Management
California
$357K
HH
483
Hilltop Holdings
Texas
$354K
MA
484
Mezzasalma Advisors
New Jersey
$354K
RFP
485
Root Financial Partners
California
$352K
ACA
486
Aptus Capital Advisors
Alabama
$351K
CFS
487
CRA Financial Services
New Jersey
$350K
ZF
488
Zhang Financial
Michigan
$350K
AB
489
Atlas Brown
Kentucky
$346K
CS
490
Capital Square
Tennessee
$343K
HTC
491
Haverford Trust Company
Pennsylvania
$342K
ET
492
Equitable Trust
Tennessee
$341K
KAS
493
KPP Advisory Services
Kentucky
$340K
MA
494
MKT Advisors
California
$339K
WH
495
Willner & Heller
California
$338K
RMCM
496
Reynders McVeigh Capital Management
Massachusetts
$337K
PS
497
Principal Securities
Iowa
$333K
BB
498
Busey Bank
Illinois
$333K
MPIA
499
Milestones Private Investment Advisors
New York
$328K
BF
500
Bonfire Financial
Colorado
$326K