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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
10.72%
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 %
GSWM
726
Golden State Wealth Management
California
$37.1K – – –
CTA
727
Colonial Trust Advisors
South Carolina
$35.7K – – –
W
728
WealthCollab
Washington
$35.1K – – –
SRCM
729
Signature Resources Capital Management
California
$34.4K +$10.6K +86 +45%
MWM
730
MorganRosel Wealth Management
Colorado
$34.2K – – –
CICI
731
Capital Investment Counsel Inc
North Carolina
$32.9K – – –
BMC
732
Bear Mountain Capital
Washington
$32.7K -$79.1K -625 -71%
FP
733
Financial Perspectives
Minnesota
$32.4K – – –
RIM
734
Ryan Investment Management
Colorado
$31.1K +$31.1K +252 New
BTD
735
BankPlus Trust Department
Mississippi
$30.4K – – –
PCM
736
Palouse Capital Management
Washington
$30.2K – – –
TIM
737
Total Investment Management
Arizona
$29.4K +$29.4K +238 New
CI
738
CX Institutional
Indiana
$28K – – –
PCFFS
739
Pacific Center for Financial Services
California
$27.2K – – –
QWM
740
Quaker Wealth Management
New Jersey
$26.8K +$26.8K +217 New
CFP
741
Comprehensive Financial Planning
Pennsylvania
$25.9K +$247 +2 +1%
OCM
742
Orion Capital Management
California
$24.7K – – –
SCA
743
Stuart Chaussee & Associates
California
$23.7K – – –
NSIM
744
North Star Investment Management
Illinois
$23.1K -$3.71K -30 -14%
DF
745
Dunhill Financial
United Kingdom
$22.8K – – –
USB
746
Union Savings Bank
Connecticut
$21.9K – – –
PC
747
Promus Capital
Illinois
$20.6K +$20.6K +167 New
AIM
748
Anchor Investment Management
South Carolina
$20.4K +$20.4K +165 New
HR
749
Howe & Rusling
New York
$19.7K +$14.4K +116 +270%
HHGA
750
Halbert Hargrove Global Advisors
California
$19.2K -$4.08K -33 -18%
28 29
30
31 32