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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
BFA
651
Buttonwood Financial Advisors
Maryland
$218K
IAA
652
Independent Advisor Alliance
North Carolina
$217K
RZH
653
Relyea Zuckerberg Hanson
Connecticut
$217K
EPM
654
Elm Partners Management
Pennsylvania
$217K
MAM
655
MMA Asset Management
Pennsylvania
$215K
BAAM
656
Baker Avenue Asset Management
California
$214K
HSBC Holdings
657
HSBC Holdings
United Kingdom
$214K
HAS
658
Holland Advisory Services
Florida
$214K
AIM
659
Allen Investment Management
New York
$212K
NW
660
NewEdge Wealth
Pennsylvania
$211K
HZ
661
Hixon Zuercher
Ohio
$211K
HI
662
Harbour Investments
Wisconsin
$211K
RWP
663
Revolve Wealth Partners
New Jersey
$210K
EI
664
Ellevest Inc
New York
$209K
RIS
665
Richmond Investment Services
Wisconsin
$208K
GWP
666
Gateway Wealth Partners
Wisconsin
$207K
AWA
667
Arete Wealth Advisors
Illinois
$204K
PMG
668
Private Management Group
California
$203K
DFG
669
Dynamic Financial Group
Iowa
$202K
CFG
670
Clayton Financial Group
Missouri
$201K
PP
671
PFS Partners
New Jersey
$201K
JEST
672
JTC Employer Solutions Trustee
Jersey
$197K
JGIA
673
Jackson Grant Investment Advisers
Connecticut
$189K
ST
674
Smithfield Trust
Pennsylvania
$187K
HI
675
Horizon Investments
North Carolina
$187K