We are live on
!
Find out more
iShares S&P Mid-Cap 400 Value ETF
816 hedge funds and large institutions have $5.4B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 51 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
2% less capital invested
Capital invested by funds: $5.53B → $5.4B (-$133M)
10% less repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 268
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $26K
Holders
816
Holding in Top 10
24
Calls
–
Puts
$26K
Top Buyers
| 1 | +$27M | |
| 2 | +$20.4M | |
| 3 | +$18.3M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$17.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.5M |
Top Sellers
| 1 | -$20.9M | |
| 2 | -$18.9M | |
| 3 | -$10M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.31M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.76M |