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iShares S&P Mid-Cap 400 Value ETF
838 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
87% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 46
3% more funds holding
Funds holding: 812 → 838 (+26)
3% more capital invested
Capital invested by funds: $5.7B → $5.89B (+$193M)
0.28% more ownership
Funds ownership: 71.26% → 71.54% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
21% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 287
Holders
838
Holders Change
+26
Holders Change %
+3.2%
% of All Funds
10.2%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
86
Increased
226
Reduced
287
Closed
46
Calls
$592K
Puts
–
Net Calls
+$592K
Net Calls Change
+$332K
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.4M |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
+$21.1M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$14.1M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$5.84M |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$5.51M |
