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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.3M
3
CFB
Cullen/Frost Bankers
Texas
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.61M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.83M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.9M
2
EK
Evensky & Katz
Florida
-$17.2M
3
WAS
Wealth Advisory Solutions
Indiana
-$16.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
5
CFA
Camarda Financial Advisors
Florida
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
601
Strategic Blueprint
Georgia
$229K -$709K -5,734 -76%
AIA
602
Accelerate Investment Advisors
California
$229K +$371 +3 +0.2%
BFA
603
Buttonwood Financial Advisors
Maryland
$224K +$3.09K +25 +1%
DIA
604
Dana Investment Advisors
Wisconsin
$224K -$232K -1,876 -51%
AF
605
Advisornet Financial
Minnesota
$224K -$45.6K -369 -17%
HAS
606
Holland Advisory Services
Florida
$223K +$865 +7 +0.4%
VFG
607
V2 Financial group
Illinois
$222K – – –
TAM
608
Tocqueville Asset Management
New York
$222K – – –
AAS
609
Ameritas Advisory Services
Nebraska
$221K -$10.5K -85 -5%
AIA
610
Allied Investment Advisors
Montana
$220K -$15.4K -125 -7%
ACA
611
Anchor Capital Advisors
Massachusetts
$220K -$241K -1,952 -52%
SI
612
Stephens Inc
Arkansas
$220K -$80.6K -652 -27%
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$219K – – –
WHG
614
Westwood Holdings Group
Texas
$219K – – –
NAS
615
NWF Advisory Services
California
$218K +$3.71K +30 +2%
KOC
616
Koss-Olinger Consulting
Florida
$217K +$618 +5 +0.3%
MW
617
MBL Wealth
North Carolina
$216K -$3.09K -25 -1%
HWA
618
HCR Wealth Advisors
California
$215K +$371 +3 +0.2%
DWM
619
Dopkins Wealth Management
New York
$214K – – –
SF
620
SWP Financial
California
$214K – – –
HSBC Holdings
621
HSBC Holdings
United Kingdom
$213K -$131K -1,060 -38%
FF
622
Friday Financial
Iowa
$213K – – –
IAG
623
Investmark Advisory Group
Connecticut
$212K +$212K +1,715 New
SCTC
624
Sanibel Captiva Trust Company
Florida
$212K -$106K -856 -33%
CA
625
CoreCap Advisors
Michigan
$210K -$1.77M -14,318 -89%
23 24
25
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