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

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

Top Buyers

1
WIA
World Investment Advisors
California
+$25.8M
2
LPL Financial
LPL Financial
California
+$19.5M
3
WANY
Wealthspire Advisors (New York)
New York
+$17.5M
4
Wells Fargo
Wells Fargo
California
+$17.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$18M
3
JE
JMAC Enterprises
Pennsylvania
-$9.57M
4
Ameriprise
Ameriprise
Minnesota
-$7.96M
5
UBS Group
UBS Group
Switzerland
-$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
501
Nilsine Partners
Colorado
$344K – – –
SS
502
Sunbelt Securities
Texas
$340K +$120 +1 +0%
SC
503
Sepio Capital
Utah
$337K +$2.04K +17 +0.6%
PS
504
Principal Securities
Iowa
$336K – – –
IWM
505
Inlight Wealth Management
Georgia
$335K – – –
HSBC Holdings
506
HSBC Holdings
United Kingdom
$334K +$334K +2,787 New
AFA
507
Allium Financial Advisors
Oregon
$333K +$333K +2,778 New
TFS
508
Thoroughbred Financial Services
Tennessee
$330K – – –
MBTD
509
Mechanics Bank - Trust Department
California
$329K – – –
HH
510
Hilltop Holdings
Texas
$327K -$7.18K -60 -2%
MA
511
Mezzasalma Advisors
New Jersey
$327K – – –
CFS
512
CRA Financial Services
New Jersey
$326K – – –
OSNBOA
513
Old Second National Bank of Aurora
Illinois
$324K – – –
ZF
514
Zhang Financial
Michigan
$322K +$239 +2 +0.1%
ACA
515
Aptus Capital Advisors
Alabama
$321K +$239 +2 +0.1%
PWM
516
PBMares Wealth Management
Virginia
$321K +$2.75K +23 +0.9%
AMG
517
Advisors Management Group
Wisconsin
$320K – – –
AB
518
Atlas Brown
Kentucky
$317K -$1.68K -14 -0.5%
CS
519
Capital Square
Tennessee
$317K -$38.9K -325 -11%
BB
520
Busey Bank
Illinois
$316K – – –
HTC
521
Haverford Trust Company
Pennsylvania
$315K – – –
MSAM
522
Moloney Securities Asset Management
Missouri
$314K +$42.6K +356 +16%
FFS
523
Founders Financial Securities
Maryland
$314K -$6.99K -61 -2%
ACM
524
Advisors Capital Management
New Jersey
$313K +$313K +2,617 New
DC
525
Destiny Capital
Colorado
$311K +$11.6K +97 +4%
19 20
21
22 23