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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
VNA
551
Valley National Advisers
Pennsylvania
$305K
PGA
552
Portland Global Advisors
Maine
$304K
AMG
553
Advisors Management Group
Wisconsin
$304K
TFS
554
Thoroughbred Financial Services
Tennessee
$299K
HFO
555
Heritage Family Offices
Arizona
$299K
EW
556
Enzi Wealth
Texas
$298K
GFP
557
Guardian Financial Partners
California
$298K
Russell Investments Group
558
Russell Investments Group
United Kingdom
$297K
CWM
559
ClientFirst Wealth Management
Arkansas
$297K
PCIA
560
Prime Capital Investment Advisors
Kansas
$296K
PIMG
561
Patriot Investment Management Group
Tennessee
$295K
BCM
562
Brookstone Capital Management
Illinois
$294K
BI
563
Breachway Investments
Rhode Island
$293K
WPW
564
Waldron Private Wealth
Pennsylvania
$292K
UCB
565
United Community Bank
South Carolina
$291K
AFA
566
Alpha Financial Advisors
North Carolina
$291K
MG
567
Mather Group
Illinois
$289K
KWA
568
Kingswood Wealth Advisors
California
$288K
BTI
569
Blue Trust Inc
Georgia
$288K
SIS
570
Sound Income Strategies
Florida
$286K
BCG
571
Bravias Capital Group
New Jersey
$285K
FHC
572
First Heartland Consultants
Missouri
$285K
HNWA
573
Henrickson Nauta Wealth Advisors
Michigan
$285K
National Bank of Canada
574
National Bank of Canada
Quebec, Canada
$283K
PFA
575
Petra Financial Advisors
Colorado
$283K