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iShares S&P Mid-Cap 400 Value ETF

798 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, 199 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
10.7%
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
199
Reduced
311
Closed
53
Calls
$39.6M
Puts
Net Calls
+$39.6M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Shares
Change %
W
726
WealthCollab
Washington
$35.1K
SRCM
727
Signature Resources Capital Management
California
$34.4K +$10.6K +86 +45%
MWM
728
MorganRosel Wealth Management
Colorado
$34.2K
CICI
729
Capital Investment Counsel Inc
North Carolina
$32.9K
BMC
730
Bear Mountain Capital
Washington
$32.7K -$79.1K -625 -71%
FP
731
Financial Perspectives
Minnesota
$32.4K
RIM
732
Ryan Investment Management
Colorado
$31.1K +$31.1K +252 New
BTD
733
BankPlus Trust Department
Mississippi
$30.4K
PCM
734
Palouse Capital Management
Washington
$30.2K
TIM
735
Total Investment Management
Arizona
$29.4K +$29.4K +238 New
CI
736
CX Institutional
Indiana
$28K
PCFFS
737
Pacific Center for Financial Services
California
$27.2K
QWM
738
Quaker Wealth Management
New Jersey
$26.8K +$26.8K +217 New
CFP
739
Comprehensive Financial Planning
Pennsylvania
$25.9K +$247 +2 +1%
OCM
740
Orion Capital Management
California
$24.7K
SCA
741
Stuart Chaussee & Associates
California
$23.7K
NSIM
742
North Star Investment Management
Illinois
$23.1K -$3.71K -30 -14%
DF
743
Dunhill Financial
United Kingdom
$22.8K
USB
744
Union Savings Bank
Connecticut
$21.9K
PC
745
Promus Capital
Illinois
$20.6K +$20.6K +167 New
AIM
746
Anchor Investment Management
South Carolina
$20.4K +$20.4K +165 New
HR
747
Howe & Rusling
New York
$19.7K +$14.4K +116 +270%
HHGA
748
Halbert Hargrove Global Advisors
California
$19.2K -$4.08K -33 -18%
RPCA
749
Running Point Capital Advisors
California
$17.8K
BA
750
Bristlecone Advisors
Washington
$17.4K