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iShares S&P Mid-Cap 400 Value ETF

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
10.73%
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
Name Holding Trade Value Shares
Change
Shares
Change %
RPCA
751
Running Point Capital Advisors
California
$17.8K
BA
752
Bristlecone Advisors
Washington
$17.4K
SN
753
Sittner & Nelson
Oregon
$17.2K
DWM
754
Darwin Wealth Management
Florida
$17.1K
TFG
755
Team Financial Group
California
$16.6K +$16.6K +134 New
CAM
756
Creekmur Asset Management
Illinois
$16.1K -$741 -6 -4%
WPA
757
West Paces Advisors
Georgia
$16.1K +$16.1K +130 New
TCM
758
Tradewinds Capital Management
Washington
$15.9K
SC
759
Steph & Co
Wisconsin
$14.8K
AIC
760
Archer Investment Corporation
Indiana
$14.7K +$123 +1 +0.8%
PP
761
Pacifica Partners
Canada
$14.2K
PCM
762
Perritt Capital Management
Illinois
$13K +$124 +1 +1%
CTC
763
Central Trust Company
Missouri
$12.9K
NCM
764
Northwest Capital Management
Oregon
$12.9K -$6.18K -50 -32%
LBC
765
Lowe Brockenbrough & Co
Virginia
$12.6K +$12.6K +102 New
CBT
766
CoreFirst Bank & Trust
Kansas
$12.6K +$12.6K +102 New
TSMHT
767
Thurston Springer Miller Herd & Titak
Indiana
$12.4K
RhumbLine Advisers
768
RhumbLine Advisers
Massachusetts
$12.4K +$12.4K +100 New
ZBNA
769
Zions Bancorporation, National Association
Utah
$11.4K
SC
770
Stephens Consulting
Michigan
$11.1K
FMTCOCP
771
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K +$11K +90 New
TF
772
Tompkins Financial
New York
$10.9K
ACM
773
Anfield Capital Management
California
$10.9K
PCTC
774
Perkins Coie Trust Company
Washington
$10.5K
MFT
775
Moisand Fitzgerald Tamayo
Florida
$9.64K