iShares S&P Mid-Cap 400 Value ETF
798 hedge funds and large institutions have $5.62B 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, 215 increasing their positions, 269 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: 805 → 798 (-7)
20% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 269
21% less funds holding in top 10
Funds holding in top 10: 19 → 15 (-4)
Holders
798
Holding in Top 10
15
Calls
$610K
Puts
$350K
Top Buyers
| 1 | +$32.6M | |
| 2 | +$27.3M | |
| 3 | +$17.1M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.4M |
Top Sellers
| 1 | -$34.2M | |
| 2 | -$32.3M | |
| 3 | -$17.3M | |
| 4 |
GSWM
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
-$17M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$13.9M |
