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

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

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 %
DFA
676
DHJJ Financial Advisors
Illinois
$98.6K – – –
GBT
677
Grove Bank & Trust
Florida
$97.8K -$63.5K -514 -39%
RIL
678
Rothschild Investment LLC
Illinois
$96.4K -$19.8K -160 -17%
AFG
679
Albion Financial Group
Utah
$95.8K – – –
MEG
680
Millstone Evans Group
Colorado
$93.1K – – –
TAM
681
Townsend Asset Management
North Carolina
$89.6K – – –
CHC
682
City Holding Co
West Virginia
$85.3K – – –
CIAS
683
Capital Investment Advisory Services
North Carolina
$82.7K – – –
MIA
684
Milestone Investment Advisors
Wisconsin
$82.6K – – –
WPWM
685
Western Pacific Wealth Management
Illinois
$82.6K – – –
CFFP
686
Center for Financial Planning
Michigan
$81.6K – – –
NB
687
NBT Bank
New York
$80.9K – – –
GWSG
688
GPS Wealth Strategies Group
Colorado
$79.7K -$12.4K -100 -13%
EPW
689
Evergreen Private Wealth
Colorado
$78K – – –
CT
690
Colonial Trust
South Carolina
$77K +$20.4K +165 +36%
SAM
691
Smartleaf Asset Management
Massachusetts
$77K -$12.7K -103 -14%
BFPW
692
BOK Financial Private Wealth
Colorado
$75.4K – – –
ITIM
693
Indiana Trust & Investment Management
Indiana
$74.1K – – –
FFWM
694
Future Financial Wealth Management
Ohio
$71.8K – – –
TCM
695
Traub Capital Management
Massachusetts
$66.5K +$66.5K +538 New
PWA
696
Provenance Wealth Advisors
Florida
$63.8K – – –
PMFA
697
Plante Moran Financial Advisors
Michigan
$63.6K – – –
AAG
698
Armstrong Advisory Group
Massachusetts
$62.5K – – –
BFS
699
Burkett Financial Services
South Carolina
$62.3K +$247 +2 +0.4%
MYIA
700
Mount Yale Investment Advisors
Colorado
$61K +$61K +494 New
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