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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
KCM
476
Kennedy Capital Management
Missouri
$409K
CFO
477
Callan Family Office
Pennsylvania
$408K
XT
478
XTX Topco
Cayman Islands
$408K
FNBOO
479
First National Bank of Omaha
Nebraska
$406K
CWM
480
Calamos Wealth Management
Illinois
$405K
CF
481
Clarity Financial
Texas
$405K
RMP
482
Richards, Merrill & Peterson
Washington
$403K
AIP
483
Alexis Investment Partners
Texas
$403K
IWC
484
Integrated Wealth Concepts
Massachusetts
$402K
WTB
485
Washington Trust Bank
Washington
$400K
LOWM
486
Laurel Oak Wealth Management
New Jersey
$398K
CL
487
Choreo LLC
Illinois
$395K
PFBT
488
Parkside Financial Bank & Trust
Missouri
$392K
RBC
489
Romano Brothers & Co
Illinois
$390K
PWM
490
Perigon Wealth Management
California
$387K
CIA
491
Cape Investment Advisory
Georgia
$386K
HWA
492
Heartwood Wealth Advisors
Virginia
$385K
CWM
493
Cornerstone Wealth Management
Missouri
$385K
BC
494
BDFS Capital
Delaware
$385K
NP
495
Nilsine Partners
Colorado
$378K
MFA
496
Mayflower Financial Advisors
Massachusetts
$377K
GIA
497
Gladstone Institutional Advisory
Florida
$376K
SWM
498
Spire Wealth Management
Virginia
$375K
ZF
499
Zhang Financial
Michigan
$372K
KL
500
KWMG LLC
Kansas
$371K