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iShares S&P Mid-Cap 400 Value ETF

805 hedge funds and large institutions have $5.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 806805 (-1)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

20% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 271

Holders
805
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
$610K
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
51
Texas Yale Capital Corp
Florida
$14.5M
Corient Private Wealth
52
Corient Private Wealth
Florida
$14.3M
Osaic Holdings
53
Osaic Holdings
Arizona
$14M
SPIA
54
Steward Partners Investment Advisory
New York
$13.8M
FMC
55
First Merchants Corp
Indiana
$13.7M
GIA
56
GHP Investment Advisors
Colorado
$13.6M
SL
57
Salomon & Ludwin
Virginia
$13.5M
1IA
58
1834 Investment Advisors
Wisconsin
$13.5M
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$13.5M
Natixis Advisors
60
Natixis Advisors
Massachusetts
$13.5M
FAM
61
Flaharty Asset Management
Florida
$13.4M
MGIA
62
Moneta Group Investment Advisors
Missouri
$13M
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$13M
Stifel Financial
64
Stifel Financial
Missouri
$12.9M
CCWM
65
Cassaday & Co Wealth Management
Virginia
$12.8M
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$12.4M
KAS
67
Kestra Advisory Services
Texas
$12.3M
Comerica Bank
68
Comerica Bank
Texas
$12.3M
BEC
69
Blue Edge Capital
Virginia
$12M
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$11.9M
AMG
71
Asset Management Group
Connecticut
$11.6M
EIP
72
Ellis Investment Partners
Pennsylvania
$11.4M
MML Investors Services
73
MML Investors Services
Massachusetts
$11.3M
OFG
74
Omega Financial Group
California
$11.3M
NFG
75
Nations Financial Group
Iowa
$10.3M