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iShares S&P Mid-Cap 400 Value ETF

837 hedge funds and large institutions have $5.89B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 226 increasing their positions, 287 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: 1717 (0)

21% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 287

Holders
837
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
PP
676
PFS Partners
New Jersey
$201K
JEST
677
JTC Employer Solutions Trustee
Jersey
$197K
JGIA
678
Jackson Grant Investment Advisers
Connecticut
$189K
ST
679
Smithfield Trust
Pennsylvania
$187K
HI
680
Horizon Investments
North Carolina
$187K
CA
681
CoreCap Advisors
Michigan
$185K
KFI
682
Key Financial Inc
Pennsylvania
$180K
HPC
683
HM Payson & Co
Maine
$180K
LWANC
684
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K
MFP
685
Meramec Financial Planners
Missouri
$176K
SMA
686
Sage Mountain Advisors
Georgia
$176K
GWM
687
Geneos Wealth Management
Colorado
$172K
SVCP
688
Silicon Valley Capital Partners
California
$172K
AF
689
Alerus Financial
North Dakota
$165K
PMFA
690
Plante Moran Financial Advisors
Michigan
$165K
OC
691
Oakworth Capital
Alabama
$164K
LB
692
Legacy Bridge
Iowa
$156K
AssetMark Inc
693
AssetMark Inc
California
$156K
LI
694
LRI Investments
Florida
$155K
PWA
695
Physician Wealth Advisors
Utah
$154K
TFM
696
TFC Financial Management
Massachusetts
$150K
GEA
697
Glen Eagle Advisors
New Jersey
$149K
MHR
698
Matthew Hamilton Rosenberg
$149K
OPTFSNA
699
Old Point Trust & Financial Services N A
Virginia
$140K
CWP
700
Concord Wealth Partners
Virginia
$139K