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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
SC
601
Sapient Capital
Indiana
$254K
EFS
602
Essex Financial Services
Connecticut
$253K
WAT
603
Wealth Advisory Team
Kentucky
$253K
S
604
SignatureFD
Georgia
$252K
Empower Advisory Group
605
Empower Advisory Group
Colorado
$252K
LSIA
606
LaSalle St. Investment Advisors
Illinois
$251K
VA
607
VestGen Advisors
Illinois
$251K
BHWM
608
Bar Harbor Wealth Management
New Hampshire
$251K
SYBT
609
Stock Yards Bank & Trust
Kentucky
$250K
SFS
610
Summit Financial Strategies
Ohio
$249K
CPC
611
Consolidated Planning Corp
Georgia
$247K
BEI
612
Benjamin Edwards Inc
Missouri
$246K
AA
613
Aufman Associates
Pennsylvania
$245K
GCM
614
Gallacher Capital Management
Colorado
$245K
AIA
615
Accelerate Investment Advisors
California
$245K
IAIM
616
International Assets Investment Management
Florida
$244K
MAS
617
Madden Advisory Services
Florida
$242K
FCP
618
Fidelis Capital Partners
Florida
$241K
RPCONE
619
Retirement Planning Company of New England
Rhode Island
$239K
MGW
620
MB Generational Wealth
Washington
$239K
ACM
621
Advisors Capital Management
New Jersey
$238K
WA
622
WBH Advisory
Maryland
$237K
VFG
623
V2 Financial group
Illinois
$237K
TAM
624
Tocqueville Asset Management
New York
$237K
BWL
625
Bogart Wealth LLC
Virginia
$237K