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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
CI
751
CX Institutional
Indiana
$48K
MFG
752
Mendota Financial Group
Wisconsin
$47.4K
IAS
753
IMA Advisory Services
Colorado
$44.5K
PWPS
754
Pinnacle Wealth Planning Services
Ohio
$44.3K
CFD
755
Creative Financial Designs
Indiana
$41.2K
LGWM
756
Litman Gregory Wealth Management
California
$41.2K
EWP
757
Elevation Wealth Partners
California
$40K
PGAM
758
Princeton Global Asset Management
New Jersey
$39.5K
GSWM
759
Golden State Wealth Management
California
$39.5K
CTA
760
Colonial Trust Advisors
South Carolina
$38K
FFL
761
Financial Freedom LLC
Ohio
$37.9K
W
762
WealthCollab
Washington
$37.4K
BMC
763
Bear Mountain Capital
Washington
$35.7K
SCM
764
Sterling Capital Management
North Carolina
$35.3K
CICI
765
Capital Investment Counsel Inc
North Carolina
$35K
FP
766
Financial Perspectives
Minnesota
$34.5K
BTD
767
BankPlus Trust Department
Mississippi
$32.4K
SEP
768
Signature Equity Partners
Ohio
$32.4K
PCM
769
Palouse Capital Management
Washington
$32.1K
MSWA
770
Marshall & Sterling Wealth Advisors
New York
$31.1K
Deutsche Bank
771
Deutsche Bank
Germany
$29.2K
TFA
772
Toth Financial Advisory
Virginia
$29.1K
QWM
773
Quaker Wealth Management
New Jersey
$28.8K
CJ
774
Caitlin John
Michigan
$28.6K
PCFFS
775
Pacific Center for Financial Services
California
$28.5K