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

799 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, 200 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
-9
Holders Change %
-1.11%
% of All Funds
10.71%
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
200
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 %
BTI
651
Blue Trust Inc
Georgia
$164K +$23.5K +190 +17%
GWM
652
Geneos Wealth Management
Colorado
$161K -$12.6K -102 -7%
Allspring Global Investments
653
Allspring Global Investments
North Carolina
$161K +$8.05K +64 +5%
AF
654
Alerus Financial
North Dakota
$155K +$155K +1,256 New
OC
655
Oakworth Capital
Alabama
$154K – – –
GEA
656
Glen Eagle Advisors
New Jersey
$152K – – –
LB
657
Legacy Bridge
Iowa
$146K – – –
LI
658
LRI Investments
Florida
$146K – – –
PWA
659
Physician Wealth Advisors
Utah
$145K – – –
TFM
660
TFC Financial Management
Massachusetts
$141K – – –
MHR
661
Matthew Hamilton Rosenberg
$140K – – –
MSG
662
Main Street Group
Virginia
$134K – – –
OPTFSNA
663
Old Point Trust & Financial Services N A
Virginia
$131K – – –
CWP
664
Concord Wealth Partners
Virginia
$129K +$494 +4 +0.4%
MFC
665
Mechanics Financial Corp
Ohio
$125K -$11.1K -90 -8%
KTC
666
Kentucky Trust Company
Kentucky
$124K – – –
CT
667
Clearstead Trust
Maine
$114K – – –
HIW
668
Holos Integrated Wealth
Pennsylvania
$114K – – –
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K – – –
FRA
670
Front Row Advisors
California
$113K – – –
CIA
671
Choate Investment Advisors
Massachusetts
$111K +$111K +900 New
SAM
672
S.A. Mason
Michigan
$109K – – –
MWM
673
Mascoma Wealth Management
New Hampshire
$108K -$27.2K -220 -20%
HNW
674
High Note Wealth
Minnesota
$105K – – –
DFA
675
DHJJ Financial Advisors
Illinois
$98.6K – – –
25 26
27
28 29