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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.3M
3
CFB
Cullen/Frost Bankers
Texas
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.61M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.83M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.9M
2
EK
Evensky & Katz
Florida
-$17.2M
3
WAS
Wealth Advisory Solutions
Indiana
-$16.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
5
CFA
Camarda Financial Advisors
Florida
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
51
Capital Advisors Ltd
Ohio
$14M -$888K -7,189 -6%
TYCC
52
Texas Yale Capital Corp
Florida
$13.9M -$237K -1,918 -2%
1IA
53
1834 Investment Advisors
Wisconsin
$13.8M -$982K -7,950 -7%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$13.8M +$495K +3,871 +4%
SL
55
Salomon & Ludwin
Virginia
$13.4M -$403K -3,163 -3%
SPIA
56
Steward Partners Investment Advisory
New York
$13.2M -$190K -1,538 -1%
GIA
57
GHP Investment Advisors
Colorado
$13.1M -$62K -502 -0.5%
Stifel Financial
58
Stifel Financial
Missouri
$12.7M -$753K -6,090 -6%
MGIA
59
Moneta Group Investment Advisors
Missouri
$12.3M +$641K +5,187 +5%
Goldman Sachs
60
Goldman Sachs
New York
$12.3M +$3.26M +26,356 +36%
CCWM
61
Cassaday & Co Wealth Management
Virginia
$12.3M +$1.17M +9,483 +11%
FAM
62
Flaharty Asset Management
Florida
$12.2M +$428K +3,464 +4%
Comerica Bank
63
Comerica Bank
Texas
$12M -$140K -1,135 -1%
KAS
64
Kestra Advisory Services
Texas
$11.9M -$668K -5,408 -5%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$11.5M -$1.32M -10,667 -10%
BEC
66
Blue Edge Capital
Virginia
$11.4M -$3.31M -26,807 -23%
EIP
67
Ellis Investment Partners
Pennsylvania
$11.3M -$173K -1,398 -2%
AMG
68
Asset Management Group
Connecticut
$11.1M -$102K -829 -0.9%
MML Investors Services
69
MML Investors Services
Massachusetts
$10.5M +$968K +7,831 +10%
OFG
70
Omega Financial Group
California
$10.3M +$352K +2,845 +4%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$9.98M -$10.4M -84,160 -51%
NFG
72
Nations Financial Group
Iowa
$9.77M -$57.5K -465 -0.6%
IA
73
IFP Advisors
Florida
$9.58M +$5.38M +43,496 +128%
US Bancorp
74
US Bancorp
Minnesota
$9.05M -$484K -3,914 -5%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$8.98M +$7.83M +63,400 +682%
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