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iShares S&P Mid-Cap 400 Value ETF

809 hedge funds and large institutions have $5.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.99%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
58
Increased
241
Reduced
264
Closed
50
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
51
Capital Advisors Ltd
Ohio
$14.4M -$335K -2,796 -2%
1IA
52
1834 Investment Advisors
Wisconsin
$14.4M -$2.03M -16,989 -12%
BEC
53
Blue Edge Capital
Virginia
$14.2M -$1.05M -8,785 -7%
FMC
54
First Merchants Corp
Indiana
$14.2M -$163K -1,358 -1%
Corient Private Wealth
55
Corient Private Wealth
Florida
$14.1M -$534K -4,456 -4%
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$14.1M +$5.46M +45,607 +63%
TYCC
57
Texas Yale Capital Corp
Florida
$13.7M -$234K -1,955 -2%
Stifel Financial
58
Stifel Financial
Missouri
$13.1M -$5.39K -45 -0%
SL
59
Salomon & Ludwin
Virginia
$13M -$466K -3,891 -3%
SPIA
60
Steward Partners Investment Advisory
New York
$12.9M -$241K -2,017 -2%
GIA
61
GHP Investment Advisors
Colorado
$12.8M -$327K -2,728 -2%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$12.4M +$1.94M +16,234 +19%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$12.4M -$870K -7,269 -7%
KAS
64
Kestra Advisory Services
Texas
$12.2M -$626K -5,228 -5%
EH
65
Equitable Holdings
New York
$12.2M -$5.65M -47,205 -32%
Comerica Bank
66
Comerica Bank
Texas
$11.7M +$342K +2,854 +3%
FAM
67
Flaharty Asset Management
Florida
$11.4M -$828K -6,912 -7%
MGIA
68
Moneta Group Investment Advisors
Missouri
$11.3M +$17.7K +148 +0.2%
CFA
69
Camarda Financial Advisors
Florida
$11.2M +$11.2M +93,466 New
EIP
70
Ellis Investment Partners
Pennsylvania
$11.1M -$501K -4,185 -4%
AMG
71
Asset Management Group
Connecticut
$10.8M -$81.3K -679 -0.7%
CCWM
72
Cassaday & Co Wealth Management
Virginia
$10.8M +$407K +3,403 +4%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$10.5M +$41.3K +345 +0.4%
OFG
74
Omega Financial Group
California
$9.65M +$13.2K +110 +0.1%
NFG
75
Nations Financial Group
Iowa
$9.52M -$446K -3,723 -4%