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iShares S&P Mid-Cap 400 Value ETF

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
10.73%
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
Name Holding Trade Value Shares
Change
Shares
Change %
NEWAS
701
N.E.W. Advisory Services
Wisconsin
$60.3K
CB
702
Centennial Bank
Arkansas
$58.7K -$12.7K -103 -18%
PSB
703
Piscataqua Savings Bank
New Hampshire
$58.6K
WWM
704
Wolff Wiese Magana
California
$58.1K
AWM
705
Abound Wealth Management
Tennessee
$57.9K
EB
706
Eastern Bank
Massachusetts
$57.5K
BIM
707
Breakwater Investment Management
Washington
$57.2K
T
708
Tidemark
California
$57.1K
ANBT
709
American National Bank & Trust
Texas
$56.8K
SWP
710
Strategic Wealth Partners
Ohio
$52.6K +$52.6K +426 New
TFGT
711
TS Financial Group (TSFG)
Illinois
$52K
FFA
712
Founders Financial Alliance
North Carolina
$50.5K -$16.8K -136 -25%
OFG
713
Oxford Financial Group
Indiana
$50.5K
NC
714
North Capital
Utah
$50.4K
MMCM
715
Murphy & Mullick Capital Management
New York
$48.1K
RWM
716
Rialto Wealth Management
New York
$47.5K
RP
717
Rice Partnership
Hawaii
$46.7K +$3.21K +26 +7%
GM
718
GeoWealth Management
Illinois
$46.1K
MFG
719
Mendota Financial Group
Wisconsin
$44.5K
GI
720
GAMMA Investing
California
$41.8K
IAS
721
IMA Advisory Services
Colorado
$41.8K
MSWA
722
Marshall & Sterling Wealth Advisors
New York
$41.6K
CFD
723
Creative Financial Designs
Indiana
$38.7K -$2.1K -17 -5%
EWP
724
Elevation Wealth Partners
California
$37.6K
PGAM
725
Princeton Global Asset Management
New Jersey
$37.1K