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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
BIM
501
Bridges Investment Management
Nebraska
$370K
IWM
502
Inlight Wealth Management
Georgia
$368K
PWW
503
Pettyjohn Wood & White
Virginia
$364K
MA
504
Mezzasalma Advisors
New Jersey
$363K
LAM
505
Lewis Asset Management
California
$362K
RWFS
506
Rayburn West Financial Services
Tennessee
$362K
Brown Advisory
507
Brown Advisory
Maryland
$362K
FFS
508
Founders Financial Securities
Maryland
$361K
HH
509
Hilltop Holdings
Texas
$359K
OSNBOA
510
Old Second National Bank of Aurora
Illinois
$356K
CFS
511
CRA Financial Services
New Jersey
$355K
AB
512
Atlas Brown
Kentucky
$353K
WWM
513
Western Wealth Management
Colorado
$352K
AFA
514
Allium Financial Advisors
Oregon
$350K
PIA
515
Panoramic Investment Advisors
Colorado
$349K
WWMSC
516
Wagner Wealth Management (South Carolina)
South Carolina
$349K
CS
517
Capital Square
Tennessee
$348K
RFP
518
Root Financial Partners
California
$348K
HTC
519
Haverford Trust Company
Pennsylvania
$347K
ET
520
Equitable Trust
Tennessee
$346K
WH
521
Willner & Heller
California
$345K
KAS
522
KPP Advisory Services
Kentucky
$345K
RMCM
523
Reynders McVeigh Capital Management
Massachusetts
$342K
RFM
524
Royal Fund Management
Florida
$339K
MA
525
MKT Advisors
California
$338K