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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PSB
701
Piscataqua Savings Bank
New Hampshire
$58.6K
WWM
702
Wolff Wiese Magana
California
$58.1K
AWM
703
Abound Wealth Management
Tennessee
$57.9K
EB
704
Eastern Bank
Massachusetts
$57.5K
BIM
705
Breakwater Investment Management
Washington
$57.2K
T
706
Tidemark
California
$57.1K
ANBT
707
American National Bank & Trust
Texas
$56.8K
SWP
708
Strategic Wealth Partners
Ohio
$52.6K +$52.6K +426 New
TFGT
709
TS Financial Group (TSFG)
Illinois
$52K
FFA
710
Founders Financial Alliance
North Carolina
$50.5K -$16.8K -136 -25%
OFG
711
Oxford Financial Group
Indiana
$50.5K
NC
712
North Capital
Utah
$50.4K
MMCM
713
Murphy & Mullick Capital Management
New York
$48.1K
RWM
714
Rialto Wealth Management
New York
$47.5K
RP
715
Rice Partnership
Hawaii
$46.7K +$3.21K +26 +7%
GM
716
GeoWealth Management
Illinois
$46.1K
MFG
717
Mendota Financial Group
Wisconsin
$44.5K
GI
718
GAMMA Investing
California
$41.8K
IAS
719
IMA Advisory Services
Colorado
$41.8K
MSWA
720
Marshall & Sterling Wealth Advisors
New York
$41.6K
CFD
721
Creative Financial Designs
Indiana
$38.7K -$2.1K -17 -5%
EWP
722
Elevation Wealth Partners
California
$37.6K
PGAM
723
Princeton Global Asset Management
New Jersey
$37.1K
GSWM
724
Golden State Wealth Management
California
$37.1K
CTA
725
Colonial Trust Advisors
South Carolina
$35.7K