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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
FRA
701
Front Row Advisors
California
$120K
FHA
702
Flagship Harbor Advisors
Massachusetts
$118K
SAM
703
S.A. Mason
Michigan
$116K
MWM
704
Mascoma Wealth Management
New Hampshire
$115K
HNW
705
High Note Wealth
Minnesota
$112K
KTC
706
Kentucky Trust Company
Kentucky
$112K
CHC
707
City Holding Co
West Virginia
$111K
RP
708
Rice Partnership
Hawaii
$106K
DFA
709
DHJJ Financial Advisors
Illinois
$105K
SAM
710
Smartleaf Asset Management
Massachusetts
$104K
RIL
711
Rothschild Investment LLC
Illinois
$103K
EW
712
Elyxium Wealth
California
$102K
AFG
713
Albion Financial Group
Utah
$102K
MEG
714
Millstone Evans Group
Colorado
$99.1K
TAM
715
Townsend Asset Management
North Carolina
$95.4K
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91.1K
OFG
717
Oxford Financial Group
Indiana
$90K
MIA
718
Milestone Investment Advisors
Wisconsin
$88K
WPWM
719
Western Pacific Wealth Management
Illinois
$87.9K
CFFP
720
Center for Financial Planning
Michigan
$86.8K
NB
721
NBT Bank
New York
$86.2K
CIAS
722
Capital Investment Advisory Services
North Carolina
$85.1K
CT
723
Colonial Trust
South Carolina
$82K
ITIM
724
Indiana Trust & Investment Management
Indiana
$79K
BFPW
725
BOK Financial Private Wealth
Colorado
$70.2K