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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 %
SN
751
Sittner & Nelson
Oregon
$17.2K
DWM
752
Darwin Wealth Management
Florida
$17.1K
TFG
753
Team Financial Group
California
$16.6K +$16.6K +134 New
CAM
754
Creekmur Asset Management
Illinois
$16.1K -$741 -6 -4%
WPA
755
West Paces Advisors
Georgia
$16.1K +$16.1K +130 New
TCM
756
Tradewinds Capital Management
Washington
$15.9K
SC
757
Steph & Co
Wisconsin
$14.8K
AIC
758
Archer Investment Corporation
Indiana
$14.7K +$123 +1 +0.8%
PP
759
Pacifica Partners
Canada
$14.2K
PCM
760
Perritt Capital Management
Illinois
$13K +$124 +1 +1%
CTC
761
Central Trust Company
Missouri
$12.9K
NCM
762
Northwest Capital Management
Oregon
$12.9K -$6.18K -50 -32%
LBC
763
Lowe Brockenbrough & Co
Virginia
$12.6K +$12.6K +102 New
CBT
764
CoreFirst Bank & Trust
Kansas
$12.6K +$12.6K +102 New
TSMHT
765
Thurston Springer Miller Herd & Titak
Indiana
$12.4K
RhumbLine Advisers
766
RhumbLine Advisers
Massachusetts
$12.4K +$12.4K +100 New
ZBNA
767
Zions Bancorporation, National Association
Utah
$11.4K
SC
768
Stephens Consulting
Michigan
$11.1K
FMTCOCP
769
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K +$11K +90 New
TF
770
Tompkins Financial
New York
$10.9K
ACM
771
Anfield Capital Management
California
$10.9K
PCTC
772
Perkins Coie Trust Company
Washington
$10.5K
MFT
773
Moisand Fitzgerald Tamayo
Florida
$9.64K
AG
774
AmeriFlex Group
Nevada
$9.43K
Qube Research & Technologies (QRT)
775
Qube Research & Technologies (QRT)
United Kingdom
$9.27K +$9.27K +75 New