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iShares S&P Mid-Cap 400 Value ETF

837 hedge funds and large institutions have $5.89B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 226 increasing their positions, 287 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: 1717 (0)

21% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 287

Holders
837
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
HFS
751
Hantz Financial Services
Michigan
$55K
MW
752
Merited Wealth
Florida
$54.2K
CFM
753
Cornerstone Financial Management
Massachusetts
$54K
FFA
754
Founders Financial Alliance
North Carolina
$53.8K
ANBT
755
American National Bank & Trust
Texas
$52.9K
QC
756
Quent Capital
New York
$52.8K
MMCM
757
Murphy & Mullick Capital Management
New York
$50.8K
RWM
758
Rialto Wealth Management
New York
$50.3K
GI
759
GAMMA Investing
California
$50.3K
CI
760
CX Institutional
Indiana
$48K
MFG
761
Mendota Financial Group
Wisconsin
$47.4K
IAS
762
IMA Advisory Services
Colorado
$44.5K
PWPS
763
Pinnacle Wealth Planning Services
Ohio
$44.3K
CFD
764
Creative Financial Designs
Indiana
$41.2K
LGWM
765
Litman Gregory Wealth Management
California
$41.2K
EWP
766
Elevation Wealth Partners
California
$40K
PGAM
767
Princeton Global Asset Management
New Jersey
$39.5K
GSWM
768
Golden State Wealth Management
California
$39.5K
CTA
769
Colonial Trust Advisors
South Carolina
$38K
FFL
770
Financial Freedom LLC
Ohio
$37.9K
W
771
WealthCollab
Washington
$37.4K
BMC
772
Bear Mountain Capital
Washington
$35.7K
SCM
773
Sterling Capital Management
North Carolina
$35.3K
CICI
774
Capital Investment Counsel Inc
North Carolina
$35K
FP
775
Financial Perspectives
Minnesota
$34.5K