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iShares S&P Mid-Cap 400 Value ETF

827 hedge funds and large institutions have $5.88B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 286 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

21% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 286

Holders
827
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
$592K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
726
Provenance Wealth Advisors
Florida
$67.9K
BFS
727
Burkett Financial Services
South Carolina
$67.1K
AAG
728
Armstrong Advisory Group
Massachusetts
$66.6K
NEWAS
729
N.E.W. Advisory Services
Wisconsin
$64.2K
CB
730
Centennial Bank
Arkansas
$62.5K
PSB
731
Piscataqua Savings Bank
New Hampshire
$62.4K
Qube Research & Technologies (QRT)
732
Qube Research & Technologies (QRT)
United Kingdom
$62.1K
AWM
733
Abound Wealth Management
Tennessee
$61.8K
PPL
734
Planning Project LLC
Texas
$61.2K
BIM
735
Breakwater Investment Management
Washington
$60.9K
T
736
Tidemark
California
$60.8K
BFP
737
Birchwood Financial Partners
Minnesota
$60.3K
WWM
738
Wolff Wiese Magana
California
$57.9K
GWS
739
Greykasell Wealth Strategies
California
$56.6K
TCM
740
Triumph Capital Management
Colorado
$56.4K
TFGT
741
TS Financial Group (TSFG)
Illinois
$56K
HFS
742
Hantz Financial Services
Michigan
$55K
MW
743
Merited Wealth
Florida
$54.2K
CFM
744
Cornerstone Financial Management
Massachusetts
$54K
FFA
745
Founders Financial Alliance
North Carolina
$53.8K
ANBT
746
American National Bank & Trust
Texas
$52.9K
QC
747
Quent Capital
New York
$52.8K
MMCM
748
Murphy & Mullick Capital Management
New York
$50.8K
RWM
749
Rialto Wealth Management
New York
$50.3K
GI
750
GAMMA Investing
California
$50.3K