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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
526
Valley National Advisers
Pennsylvania
$286K
PGA
527
Portland Global Advisors
Maine
$286K
TSW
528
Thompson Siegel & Walmsley
Virginia
$284K -$646K -5,234 -69%
BCM
529
Brookstone Capital Management
Illinois
$282K +$16.4K +133 +6%
QCM
530
QRG Capital Management
Illinois
$279K -$34.7K -281 -11%
CWM
531
ClientFirst Wealth Management
Arkansas
$279K
PIMG
532
Patriot Investment Management Group
Tennessee
$277K
EW
533
Enzi Wealth
Texas
$275K
FCP
534
Fidelis Capital Partners
Florida
$275K
WPW
535
Waldron Private Wealth
Pennsylvania
$274K
UCB
536
United Community Bank
South Carolina
$274K -$7.42K -60 -3%
ACM
537
Advisors Capital Management
New Jersey
$273K -$50.7K -410 -16%
RPCONE
538
Retirement Planning Company of New England
Rhode Island
$271K
AI
539
Accredited Investors
Minnesota
$268K
BCG
540
Bravias Capital Group
New Jersey
$267K -$14.6K -118 -5%
HFO
541
Heritage Family Offices
Arizona
$267K
PFA
542
Petra Financial Advisors
Colorado
$266K
VIA
543
Vickerman Investment Advisors
Washington
$266K -$7.17K -58 -3%
LA
544
LexAurum Advisors
Kansas
$266K
VWA
545
VSM Wealth Advisory
Maryland
$265K
WC
546
Weil Company
California
$264K -$37.6K -304 -12%
BF
547
Blankinship & Foster
California
$262K +$262K +2,123 New
SYBT
548
Stock Yards Bank & Trust
Kentucky
$262K -$5.93K -48 -2%
EWA
549
Exencial Wealth Advisors
Oklahoma
$262K +$262K +2,117 New
HNB
550
Hilltop National Bank
Wyoming
$261K +$261K +2,116 New