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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 %
HA
576
Huntleigh Advisors
Missouri
$246K
FMWA
577
Forvis Mazars Wealth Advisors
Missouri
$244K +$124 +1 +0.1%
Empower Advisory Group
578
Empower Advisory Group
Colorado
$243K +$15.6K +126 +7%
VFA
579
Valeo Financial Advisors
Indiana
$242K +$28.7K +232 +13%
National Bank of Canada
580
National Bank of Canada
Quebec, Canada
$241K
CD
581
Chapin Davis
Maryland
$241K -$5.31K -43 -2%
SFWC
582
Strategic Family Wealth Counselors
New Jersey
$240K +$240K +1,943 New
BWL
583
Bogart Wealth LLC
Virginia
$240K +$92.3K +747 +63%
IAIM
584
International Assets Investment Management
Florida
$238K +$371 +3 +0.2%
EFS
585
Essex Financial Services
Connecticut
$238K -$58K -469 -20%
BHWM
586
Bar Harbor Wealth Management
New Hampshire
$238K +$24.1K +195 +11%
MAS
587
Madden Advisory Services
Florida
$237K +$19.2K +155 +9%
S
588
SignatureFD
Georgia
$236K
SC
589
Sapient Capital
Indiana
$236K
TWP
590
Tyche Wealth Partners
Texas
$235K +$3.58K +29 +2%
MWM
591
Meridian Wealth Management
Kentucky
$235K +$124 +1 +0.1%
LSIA
592
LaSalle St. Investment Advisors
Illinois
$234K +$742 +6 +0.3%
WA
593
WBH Advisory
Maryland
$234K +$234K +1,893 New
MPWS
594
McCarter Private Wealth Services
Massachusetts
$233K +$233K +1,885 New
ECM
595
Evergreen Capital Management
Washington
$233K
CPC
596
Consolidated Planning Corp
Georgia
$232K
AFP
597
Ausdal Financial Partners
Iowa
$231K -$55.5K -449 -19%
AA
598
Aufman Associates
Pennsylvania
$230K
GCM
599
Gallacher Capital Management
Colorado
$230K
GC
600
Garde Capital
Washington
$229K