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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
10.72%
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 %
SMA
651
Sage Mountain Advisors
Georgia
$165K -$88.6K -717 -35%
BTI
652
Blue Trust Inc
Georgia
$164K +$23.5K +190 +17%
GWM
653
Geneos Wealth Management
Colorado
$161K -$12.6K -102 -7%
Allspring Global Investments
654
Allspring Global Investments
North Carolina
$161K +$8.05K +64 +5%
AF
655
Alerus Financial
North Dakota
$155K +$155K +1,256 New
OC
656
Oakworth Capital
Alabama
$154K
GEA
657
Glen Eagle Advisors
New Jersey
$152K
LB
658
Legacy Bridge
Iowa
$146K
LI
659
LRI Investments
Florida
$146K
PWA
660
Physician Wealth Advisors
Utah
$145K
TFM
661
TFC Financial Management
Massachusetts
$141K
MHR
662
Matthew Hamilton Rosenberg
$140K
MSG
663
Main Street Group
Virginia
$134K
OPTFSNA
664
Old Point Trust & Financial Services N A
Virginia
$131K
CWP
665
Concord Wealth Partners
Virginia
$129K +$494 +4 +0.4%
MFC
666
Mechanics Financial Corp
Ohio
$125K -$11.1K -90 -8%
KTC
667
Kentucky Trust Company
Kentucky
$124K
CT
668
Clearstead Trust
Maine
$114K
HIW
669
Holos Integrated Wealth
Pennsylvania
$114K
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K
FRA
671
Front Row Advisors
California
$113K
CIA
672
Choate Investment Advisors
Massachusetts
$111K +$111K +900 New
SAM
673
S.A. Mason
Michigan
$109K
MWM
674
Mascoma Wealth Management
New Hampshire
$108K -$27.2K -220 -20%
HNW
675
High Note Wealth
Minnesota
$105K