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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 %
CFG
551
Cosner Financial Group
Colorado
$261K -$4.82K -39 -2%
LKWM
552
Lee-Kelleher Wealth Management
Maryland
$261K
PA
553
Parallel Advisors
California
$260K +$989 +8 +0.4%
CBTWT
554
Community Bank & Trust (Waco, Texas)
Texas
$259K
FCB
555
First County Bank
Connecticut
$258K -$4.2K -34 -2%
M
556
MOTCO
Texas
$256K
HWM
557
Horizon Wealth Management
Illinois
$256K
WCP
558
Wick Capital Partners
Pennsylvania
$255K +$230K +19,447 +944%
WAT
559
Wealth Advisory Team
Kentucky
$254K +$254K +2,057 New
MG
560
Mather Group
Illinois
$254K
JWM
561
JPL Wealth Management
Colorado
$254K
BA
562
Bellwether Advisors
Nebraska
$253K +$16.3K +132 +7%
EI
563
Ellevest Inc
New York
$253K +$9.27K +75 +4%
EA
564
Eclectic Associates
California
$253K
WWM
565
Western Wealth Management
Colorado
$250K +$247 +2 +0.1%
RIS
566
Richmond Investment Services
Wisconsin
$250K +$250K +2,023 New
KWA
567
Kingswood Wealth Advisors
California
$250K -$47.2K -382 -16%
QWM
568
Quadcap Wealth Management
Texas
$248K
AWM
569
Aprio Wealth Management
Georgia
$247K -$8.53K -69 -3%
IAA
570
Ironsides Asset Advisors
North Carolina
$247K -$247K -2,000 -50%
DIP
571
DT Investment Partners
Pennsylvania
$247K
PGFC
572
Peapack-Gladstone Financial Corp
New Jersey
$247K
IA
573
Insight Advisors
Pennsylvania
$247K -$17.5K -142 -7%
Citadel Advisors
574
Citadel Advisors
Florida
$247K -$3.43M -27,770 -93%
Russell Investments Group
575
Russell Investments Group
United Kingdom
$246K -$124 -1 -0.1%