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

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
10.73%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.3M
3
CFB
Cullen/Frost Bankers
Texas
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.61M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.83M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.9M
2
EK
Evensky & Katz
Florida
-$17.2M
3
WAS
Wealth Advisory Solutions
Indiana
-$16.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
5
CFA
Camarda Financial Advisors
Florida
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
501
KPP Advisory Services
Kentucky
$324K -$44.6K -361 -12%
WH
502
Willner & Heller
California
$320K +$1.36K +11 +0.4%
PS
503
Principal Securities
Iowa
$317K -$14.7K -119 -4%
BB
504
Busey Bank
Illinois
$315K -$10.8K -87 -3%
BF
505
Bonfire Financial
Colorado
$311K – – –
PWW
506
Pettyjohn Wood & White
Virginia
$309K – – –
WPA
507
Wealth Preservation Advisors
Tennessee
$306K -$1.24K -10 -0.4%
CWS
508
Confluence Wealth Services
Pennsylvania
$306K – – –
GL
509
Graypoint LLC
New York
$304K -$98.9K -800 -25%
V
510
VeraBank
Texas
$299K +$299K +2,417 New
FRA
511
Frank Rimerman Advisors
California
$298K – – –
CAM
512
Clarity Asset Management
Iowa
$298K +$1.24K +10 +0.4%
RWM
513
Ritholtz Wealth Management
New York
$297K +$89.5K +724 +43%
RFP
514
Root Financial Partners
California
$297K – – –
GWP
515
Gen-Wealth Partners
Michigan
$295K +$2.6K +21 +0.9%
RBC
516
Romano Brothers & Co
Illinois
$295K -$2.47K -20 -0.8%
HIMC
517
Heritage Investors Management Corp
Maryland
$294K – – –
IFO
518
Independent Family Office
New York
$289K -$1.24K -10 -0.4%
CIC
519
Carnegie Investment Counsel
Ohio
$289K – – –
AFA
520
Alpha Financial Advisors
North Carolina
$289K -$105K -848 -27%
AW
521
Apricus Wealth
South Carolina
$288K – – –
RWM
522
Rockwood Wealth Management
Pennsylvania
$288K -$494 -4 -0.2%
FHC
523
First Heartland Consultants
Missouri
$287K -$1.87M -15,118 -87%
MSAM
524
Moloney Securities Asset Management
Missouri
$287K -$37.1K -300 -11%
ACM
525
AlphaStar Capital Management
North Carolina
$287K +$287K +2,323 New
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