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iShares S&P Mid-Cap 400 Value ETF

837 hedge funds and large institutions have $5.89B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 226 increasing their positions, 287 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: 1717 (0)

21% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 287

Holders
837
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
RFM
526
Royal Fund Management
Florida
$339K
MA
527
MKT Advisors
California
$338K
ACA
528
Aptus Capital Advisors
Alabama
$338K
FT
529
Fiduciary Trust
Massachusetts
$336K
BB
530
Busey Bank
Illinois
$335K
MPIA
531
Milestones Private Investment Advisors
New York
$333K
GFP
532
Gryphon Financial Partners
Ohio
$333K
BF
533
Bonfire Financial
Colorado
$331K
BA
534
Bellwether Advisors
Nebraska
$328K
WPA
535
Wealth Preservation Advisors
Tennessee
$326K
CWS
536
Confluence Wealth Services
Pennsylvania
$326K
VFA
537
Valeo Financial Advisors
Indiana
$326K
TFP
538
Townsend Financial Planning
Kentucky
$325K
CAM
539
Clarity Asset Management
Iowa
$320K
V
540
VeraBank
Texas
$318K
FRA
541
Frank Rimerman Advisors
California
$317K
RWM
542
Ritholtz Wealth Management
New York
$317K
GWP
543
Gen-Wealth Partners
Michigan
$314K
LFG
544
Larson Financial Group
Missouri
$314K
MKWI
545
Mullaney, Keating & Wright, Inc.
Connecticut
$314K
HIMC
546
Heritage Investors Management Corp
Maryland
$313K
IFO
547
Independent Family Office
New York
$308K
CIC
548
Carnegie Investment Counsel
Ohio
$308K
EWA
549
Exencial Wealth Advisors
Oklahoma
$308K
RWM
550
Rockwood Wealth Management
Pennsylvania
$307K