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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$438M
2
Morgan Stanley
Morgan Stanley
New York
$529M
3
CFB
Cullen/Frost Bankers
Texas
$103M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$59.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$8.98M

Top Sellers

1
WIA
World Investment Advisors
California
$574K
2
EK
Evensky & Katz
Florida
$56M
3
WAS
Wealth Advisory Solutions
Indiana
$2.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$161M
5
CFA
Camarda Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TTIC
776
Tower Trust & Investment Company
Iowa
$9.27K – – –
SC
777
Sawyer & Company
Massachusetts
$9K – – –
CB
778
CNB Bank
Pennsylvania
$7.54K – – –
TIM
779
Tortoise Investment Management
New York
$6.92K – – –
MCA
780
Midwest Capital Advisors
Michigan
$6.06K -$18.4K -149 -75%
RMC
781
Resources Management Corp
Connecticut
$6K – – –
BONH
782
Bank of New Hampshire
New Hampshire
$5.93K -$98.9K -800 -94%
OP
783
ORG Partners
Indiana
$5.93K -$23.8K -193 -80%
TWC
784
TD Waterhouse Canada
Ontario, Canada
$5.03K – – –
HWM
785
Hemington Wealth Management
Virginia
$5K – – –
POIA
786
Pin Oak Investment Advisors
Texas
$5K – – –
BPAMU
787
BTG Pactual Asset Management US
New York
$4.94K +$4.94K +40 New
RWM
788
RMG Wealth Management
Wisconsin
$4.68K +$4.68K +37 New
BHWM
789
Beaird Harris Wealth Management
Texas
$4.57K -$8.78K -71 -66%
RF
790
Rossby Financial
Florida
$4.33K +$371 +3 +9%
Fuller & Thaler Asset Management
791
Fuller & Thaler Asset Management
California
$4.23K +$1.87K +15 +79%
TC
792
Trust Company
Kansas
$4.2K – – –
CWIG
793
Chung Wu Investment Group
Texas
$3.96K +$3.96K +32 New
TPWA
794
Twin Peaks Wealth Advisors
California
$3.4K +$3.4K +27 New
HFS
795
Hantz Financial Services
Michigan
$3K -$600 -5 -17%
RA
796
Rise Advisors
New York
$2.35K – – –
ME
797
McIlrath & Eck
Washington
$2.1K – – –
SFA
798
Semmax Financial Advisors
North Carolina
$2.08K – – –
KPP
799
Kings Path Partners
Texas
$272 +$272 +2 New
CFA
800
Camarda Financial Advisors
Florida
– -$11.2M -93,466 Closed
30 31
32
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