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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
CA
676
CoreCap Advisors
Michigan
$185K
KFI
677
Key Financial Inc
Pennsylvania
$180K
HPC
678
HM Payson & Co
Maine
$180K
LWANC
679
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K
MFP
680
Meramec Financial Planners
Missouri
$176K
SMA
681
Sage Mountain Advisors
Georgia
$176K
GWM
682
Geneos Wealth Management
Colorado
$172K
SVCP
683
Silicon Valley Capital Partners
California
$172K
AF
684
Alerus Financial
North Dakota
$165K
PMFA
685
Plante Moran Financial Advisors
Michigan
$165K
OC
686
Oakworth Capital
Alabama
$164K
LB
687
Legacy Bridge
Iowa
$156K
AssetMark Inc
688
AssetMark Inc
California
$156K
LI
689
LRI Investments
Florida
$155K
PWA
690
Physician Wealth Advisors
Utah
$154K
TFM
691
TFC Financial Management
Massachusetts
$150K
GEA
692
Glen Eagle Advisors
New Jersey
$149K
MHR
693
Matthew Hamilton Rosenberg
$149K
OPTFSNA
694
Old Point Trust & Financial Services N A
Virginia
$140K
CWP
695
Concord Wealth Partners
Virginia
$139K
PB
696
Prosperity Bancshares
Texas
$134K
MFC
697
Mechanics Financial Corp
Ohio
$133K
CTC
698
Central Trust Company
Missouri
$123K
HIW
699
Holos Integrated Wealth
Pennsylvania
$122K
CT
700
Clearstead Trust
Maine
$121K