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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
PB
701
Prosperity Bancshares
Texas
$134K
MFC
702
Mechanics Financial Corp
Ohio
$133K
CTC
703
Central Trust Company
Missouri
$123K
HIW
704
Holos Integrated Wealth
Pennsylvania
$122K
CT
705
Clearstead Trust
Maine
$121K
FRA
706
Front Row Advisors
California
$120K
FHA
707
Flagship Harbor Advisors
Massachusetts
$118K
SAM
708
S.A. Mason
Michigan
$116K
MWM
709
Mascoma Wealth Management
New Hampshire
$115K
HNW
710
High Note Wealth
Minnesota
$112K
KTC
711
Kentucky Trust Company
Kentucky
$112K
CHC
712
City Holding Co
West Virginia
$111K
MWA
713
Medallion Wealth Advisors
Connecticut
$107K
RP
714
Rice Partnership
Hawaii
$106K
WA
715
Walsh & Associates
Florida
$106K
DFA
716
DHJJ Financial Advisors
Illinois
$105K
SAM
717
Smartleaf Asset Management
Massachusetts
$104K
RIL
718
Rothschild Investment LLC
Illinois
$103K
EW
719
Elyxium Wealth
California
$102K
AFG
720
Albion Financial Group
Utah
$102K
MEG
721
Millstone Evans Group
Colorado
$99.1K
TAM
722
Townsend Asset Management
North Carolina
$95.4K
SWP
723
SIMA Wealth Partners
Virginia
$91.5K
JFGIW
724
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91.1K
OFG
725
Oxford Financial Group
Indiana
$90K