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iShares S&P Mid-Cap 400 Value ETF

801 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 59 funds opening new positions, 201 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-8
Holders Change %
-0.99%
% 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
59
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 %
HNB
551
Hilltop National Bank
Wyoming
$261K +$261K +2,116 New
CFG
552
Cosner Financial Group
Colorado
$261K -$4.82K -39 -2%
LKWM
553
Lee-Kelleher Wealth Management
Maryland
$261K
PA
554
Parallel Advisors
California
$260K +$989 +8 +0.4%
CBTWT
555
Community Bank & Trust (Waco, Texas)
Texas
$259K
FCB
556
First County Bank
Connecticut
$258K -$4.2K -34 -2%
M
557
MOTCO
Texas
$256K
HWM
558
Horizon Wealth Management
Illinois
$256K
WCP
559
Wick Capital Partners
Pennsylvania
$255K +$230K +19,447 +944%
WAT
560
Wealth Advisory Team
Kentucky
$254K +$254K +2,057 New
MG
561
Mather Group
Illinois
$254K
JWM
562
JPL Wealth Management
Colorado
$254K
BA
563
Bellwether Advisors
Nebraska
$253K +$16.3K +132 +7%
EI
564
Ellevest Inc
New York
$253K +$9.27K +75 +4%
EA
565
Eclectic Associates
California
$253K
WWM
566
Western Wealth Management
Colorado
$250K +$247 +2 +0.1%
RIS
567
Richmond Investment Services
Wisconsin
$250K +$250K +2,023 New
KWA
568
Kingswood Wealth Advisors
California
$250K -$47.2K -382 -16%
QWM
569
Quadcap Wealth Management
Texas
$248K
AWM
570
Aprio Wealth Management
Georgia
$247K -$8.53K -69 -3%
IAA
571
Ironsides Asset Advisors
North Carolina
$247K -$247K -2,000 -50%
DIP
572
DT Investment Partners
Pennsylvania
$247K
PGFC
573
Peapack-Gladstone Financial Corp
New Jersey
$247K
IA
574
Insight Advisors
Pennsylvania
$247K -$17.5K -142 -7%
Citadel Advisors
575
Citadel Advisors
Florida
$247K -$3.43M -27,770 -93%