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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 %
FCCM
626
First City Capital Management
Georgia
$209K
BSSFA
627
Baron Silver Stevens Financial Advisors
Florida
$209K
CAM
628
Clark Asset Management
New Hampshire
$208K -$124 -1 -0.1%
CKAIS
629
Christensen King & Associates Investment Services
Washington
$208K +$494 +4 +0.2%
NS
630
NBC Securities
Alabama
$207K
IAA
631
Independent Advisor Alliance
North Carolina
$204K +$204K +1,652 New
ARC
632
Advisor Resource Council
Texas
$204K +$204K +1,652 New
MI
633
Moneywise Inc
Virginia
$204K +$204K +1,648 New
ICM
634
IMS Capital Management
Oregon
$203K +$203K +1,646 New
NP
635
NorthRock Partners
Minnesota
$203K +$3.83K +31 +2%
MAM
636
MMA Asset Management
Pennsylvania
$202K +$202K +1,638 New
RWP
637
Revolve Wealth Partners
New Jersey
$202K +$202K +1,637 New
RZH
638
Relyea Zuckerberg Hanson
Connecticut
$202K -$232K -1,881 -54%
AssetMark Inc
639
AssetMark Inc
California
$202K -$258K -2,084 -56%
PPWM
640
Paragon Private Wealth Management
Kentucky
$200K +$200K +1,620 New
HI
641
Harbour Investments
Wisconsin
$197K -$61.9K -501 -24%
FFA
642
Farther Finance Advisors
California
$189K -$1.96M -15,833 -91%
KFI
643
Key Financial Inc
Pennsylvania
$188K
PP
644
PFS Partners
New Jersey
$187K +$15.4K +125 +9%
HI
645
Horizon Investments
North Carolina
$187K -$3.46K -28 -2%
JEST
646
JTC Employer Solutions Trustee
Jersey
$185K
Kayne Anderson Rudnick Investment Management
647
Kayne Anderson Rudnick Investment Management
California
$183K -$1.48K -12 -0.8%
ST
648
Smithfield Trust
Pennsylvania
$176K
JGIA
649
Jackson Grant Investment Advisers
Connecticut
$176K +$742 +6 +0.4%
SIC
650
Salem Investment Counselors
North Carolina
$167K