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iShares S&P Mid-Cap 400 Value ETF

810 hedge funds and large institutions have $5.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 265

1% less funds holding

Funds holding: 819810 (-9)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $26K

Holders
810
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$26K
Net Calls
Net Calls Change

Top Sellers

1 -$20M
2 -$18M
3 -$9.57M
4
Ameriprise
Ameriprise
Minnesota
-$7.96M
5
UBS Group
UBS Group
Switzerland
-$7.42M
Name Holding Trade Value Shares
Change
Change in
Stake
CD
601
Chapin Davis
Maryland
$239K
HA
602
Huntleigh Advisors
Missouri
$238K
SA
603
Sunesis Advisors
Kansas
$237K
EI
604
Ellevest Inc
New York
$236K
FMWA
605
Forvis Mazars Wealth Advisors
Missouri
$236K
MWM
606
Mattern Wealth Management
Kansas
$234K
National Bank of Canada
607
National Bank of Canada
Quebec, Canada
$234K
SFC
608
Strategic Financial Concepts
Texas
$232K
AAS
609
Ameritas Advisory Services
Nebraska
$231K
IAIM
610
International Assets Investment Management
Florida
$231K
SF
611
Summit Financial
New Jersey
$229K
S
612
SignatureFD
Georgia
$229K
BA
613
Bellwether Advisors
Nebraska
$229K
SC
614
Sapient Capital
Indiana
$229K
AIA
615
Allied Investment Advisors
Montana
$229K
EWA
616
EverSource Wealth Advisors
Alabama
$228K
MWM
617
Meridian Wealth Management
Kentucky
$227K
LSIA
618
LaSalle St. Investment Advisors
Illinois
$226K
ECM
619
Evergreen Capital Management
Washington
$225K
CPC
620
Consolidated Planning Corp
Georgia
$225K
TWP
621
Tyche Wealth Partners
Texas
$224K
AA
622
Aufman Associates
Pennsylvania
$223K
GCM
623
Gallacher Capital Management
Colorado
$223K
GC
624
Garde Capital
Washington
$222K
AIA
625
Accelerate Investment Advisors
California
$221K