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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 %
EB
726
Eastern Bank
Massachusetts
$55.7K
BIM
727
Breakwater Investment Management
Washington
$55.4K
T
728
Tidemark
California
$55.3K
ANBT
729
American National Bank & Trust
Texas
$55.1K -$5.99K -50 -10%
CT
730
Colonial Trust
South Carolina
$54.8K +$54.8K +458 New
TFGT
731
TS Financial Group (TSFG)
Illinois
$51K
OFG
732
Oxford Financial Group
Indiana
$49K
NC
733
North Capital
Utah
$48.9K +$48.9K +408 New
QC
734
Quent Capital
New York
$48K -$23.8K -199 -33%
MMCM
735
Murphy & Mullick Capital Management
New York
$46.2K
RWM
736
Rialto Wealth Management
New York
$46K
SIM
737
Synergy Investment Management
Florida
$45.4K -$46.7K -390 -51%
GM
738
GeoWealth Management
Illinois
$44.6K +$120 +1 +0.3%
MFG
739
Mendota Financial Group
Wisconsin
$43.1K
RP
740
Rice Partnership
Hawaii
$42.1K
HWM
741
HighMark Wealth Management
Minnesota
$40.6K -$13.1K -109 -24%
GI
742
GAMMA Investing
California
$40.5K
IAS
743
IMA Advisory Services
Colorado
$40.5K +$40.5K +338 New
MSWA
744
Marshall & Sterling Wealth Advisors
New York
$40.3K +$120 +1 +0.3%
CFD
745
Creative Financial Designs
Indiana
$39.5K
EWP
746
Elevation Wealth Partners
California
$36.4K
PGAM
747
Princeton Global Asset Management
New Jersey
$35.9K
GSWM
748
Golden State Wealth Management
California
$35.9K
CTA
749
Colonial Trust Advisors
South Carolina
$34.6K
W
750
WealthCollab
Washington
$34K