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

798 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, 199 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
10.7%
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
199
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
$438M
2
Morgan Stanley
Morgan Stanley
New York
$529M
3
CFB
Cullen/Frost Bankers
Texas
$103M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$59.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$8.98M

Top Sellers

1
WIA
World Investment Advisors
California
$574K
2
EK
Evensky & Katz
Florida
$56M
3
WAS
Wealth Advisory Solutions
Indiana
$2.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$161M
5
CFA
Camarda Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
676
Rothschild Investment LLC
Illinois
$96.4K -$19.8K -160 -17%
AFG
677
Albion Financial Group
Utah
$95.8K – – –
MEG
678
Millstone Evans Group
Colorado
$93.1K – – –
TAM
679
Townsend Asset Management
North Carolina
$89.6K – – –
CHC
680
City Holding Co
West Virginia
$85.3K – – –
CIAS
681
Capital Investment Advisory Services
North Carolina
$82.7K – – –
MIA
682
Milestone Investment Advisors
Wisconsin
$82.6K – – –
WPWM
683
Western Pacific Wealth Management
Illinois
$82.6K – – –
CFFP
684
Center for Financial Planning
Michigan
$81.6K – – –
NB
685
NBT Bank
New York
$80.9K – – –
GWSG
686
GPS Wealth Strategies Group
Colorado
$79.7K -$12.4K -100 -13%
EPW
687
Evergreen Private Wealth
Colorado
$78K – – –
CT
688
Colonial Trust
South Carolina
$77K +$20.4K +165 +36%
SAM
689
Smartleaf Asset Management
Massachusetts
$77K -$12.7K -103 -14%
BFPW
690
BOK Financial Private Wealth
Colorado
$75.4K – – –
ITIM
691
Indiana Trust & Investment Management
Indiana
$74.1K – – –
FFWM
692
Future Financial Wealth Management
Ohio
$71.8K – – –
TCM
693
Traub Capital Management
Massachusetts
$66.5K +$66.5K +538 New
PWA
694
Provenance Wealth Advisors
Florida
$63.8K – – –
PMFA
695
Plante Moran Financial Advisors
Michigan
$63.6K – – –
AAG
696
Armstrong Advisory Group
Massachusetts
$62.5K – – –
BFS
697
Burkett Financial Services
South Carolina
$62.3K +$247 +2 +0.4%
MYIA
698
Mount Yale Investment Advisors
Colorado
$61K +$61K +494 New
NEWAS
699
N.E.W. Advisory Services
Wisconsin
$60.3K – – –
CB
700
Centennial Bank
Arkansas
$58.7K -$12.7K -103 -18%
26 27
28
29 30