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iShares S&P Mid-Cap 400 Value ETF

827 hedge funds and large institutions have $5.88B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 286 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: 1616 (0)

21% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 286

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
TFS
551
Thoroughbred Financial Services
Tennessee
$299K
HFO
552
Heritage Family Offices
Arizona
$299K
EW
553
Enzi Wealth
Texas
$298K
GFP
554
Guardian Financial Partners
California
$298K
Russell Investments Group
555
Russell Investments Group
United Kingdom
$297K
CWM
556
ClientFirst Wealth Management
Arkansas
$297K
PCIA
557
Prime Capital Investment Advisors
Kansas
$296K
PIMG
558
Patriot Investment Management Group
Tennessee
$295K
BCM
559
Brookstone Capital Management
Illinois
$294K
BI
560
Breachway Investments
Rhode Island
$293K
WPW
561
Waldron Private Wealth
Pennsylvania
$292K
UCB
562
United Community Bank
South Carolina
$291K
AFA
563
Alpha Financial Advisors
North Carolina
$291K
MG
564
Mather Group
Illinois
$289K
KWA
565
Kingswood Wealth Advisors
California
$288K
BTI
566
Blue Trust Inc
Georgia
$288K
SIS
567
Sound Income Strategies
Florida
$286K
BCG
568
Bravias Capital Group
New Jersey
$285K
FHC
569
First Heartland Consultants
Missouri
$285K
HNWA
570
Henrickson Nauta Wealth Advisors
Michigan
$285K
National Bank of Canada
571
National Bank of Canada
Quebec, Canada
$283K
PFA
572
Petra Financial Advisors
Colorado
$283K
VWA
573
VSM Wealth Advisory
Maryland
$283K
VIA
574
Vickerman Investment Advisors
Washington
$281K
BF
575
Blankinship & Foster
California
$279K