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iShares S&P Mid-Cap 400 Value ETF

800 hedge funds and large institutions have $5.43B 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, 201 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-9
Holders Change %
-1.11%
% of All Funds
10.72%
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
201
Reduced
311
Closed
53
Calls
$39.6M
Puts
Net Calls
+$39.6M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NP
476
Nilsine Partners
Colorado
$355K +$494 +4 +0.1%
SS
477
Sunbelt Securities
Texas
$355K -$125 -1 -0%
IWC
478
Integrated Wealth Concepts
Massachusetts
$355K -$4.82K -39 -1%
BWA
479
BlueChip Wealth Advisors
Georgia
$347K -$174K -1,409 -33%
IWM
480
Inlight Wealth Management
Georgia
$346K
AFA
481
Allium Financial Advisors
Oregon
$343K
TFS
482
Thoroughbred Financial Services
Tennessee
$341K
LAM
483
Lewis Asset Management
California
$340K +$340K +2,750 New
HH
484
Hilltop Holdings
Texas
$337K
CS
485
Capital Square
Tennessee
$337K
FFS
486
Founders Financial Securities
Maryland
$337K -$1.48K -12 -0.4%
MA
487
Mezzasalma Advisors
New Jersey
$337K
CFS
488
CRA Financial Services
New Jersey
$337K
ACA
489
Aptus Capital Advisors
Alabama
$333K +$1.48K +12 +0.4%
ZF
490
Zhang Financial
Michigan
$333K +$247 +2 +0.1%
DC
491
Destiny Capital
Colorado
$332K +$11.6K +94 +4%
AMG
492
Advisors Management Group
Wisconsin
$330K
PWM
493
PBMares Wealth Management
Virginia
$329K -$1.98K -16 -0.6%
AB
494
Atlas Brown
Kentucky
$329K +$1.11K +9 +0.3%
MA
495
MKT Advisors
California
$327K
CWM
496
Calamos Wealth Management
Illinois
$327K +$18.3K +148 +6%
HTC
497
Haverford Trust Company
Pennsylvania
$326K
ET
498
Equitable Trust
Tennessee
$325K -$107K -869 -25%
RFM
499
Royal Fund Management
Florida
$324K -$51.8K -419 -14%
SIS
500
Sound Income Strategies
Florida
$324K -$156K -1,260 -32%