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iShares S&P Mid-Cap 400 Value ETF

809 hedge funds and large institutions have $5.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.99%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
58
Increased
241
Reduced
264
Closed
50
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
776
Tradewinds Capital Management
Washington
$15.4K
SC
777
Steph & Co
Wisconsin
$14.4K
AIC
778
Archer Investment Corporation
Indiana
$14.2K
PP
779
Pacifica Partners
Canada
$13K
BHWM
780
Beaird Harris Wealth Management
Texas
$12.9K +$1.68K +14 +15%
PCM
781
Perritt Capital Management
Illinois
$12.5K
CTC
782
Central Trust Company
Missouri
$12.5K
TSMHT
783
Thurston Springer Miller Herd & Titak
Indiana
$12K +$12K +100 New
ZBNA
784
Zions Bancorporation, National Association
Utah
$11K +$11K +92 New
SC
785
Stephens Consulting
Michigan
$10.8K
TF
786
Tompkins Financial
New York
$10.5K
ACM
787
Anfield Capital Management
California
$10.5K
PCTC
788
Perkins Coie Trust Company
Washington
$10.2K -$35.9K -300 -78%
NWMP
789
Noble Wealth Management PBC
Colorado
$9.46K -$3.47K -29 -27%
MFT
790
Moisand Fitzgerald Tamayo
Florida
$9.34K
AG
791
AmeriFlex Group
Nevada
$9.1K +$3.59K +30 +65%
SC
792
Sawyer & Company
Massachusetts
$9K
TTIC
793
Tower Trust & Investment Company
Iowa
$8.57K +$8.57K +75 New
CB
794
CNB Bank
Pennsylvania
$7.3K
RWM
795
Ruedi Wealth Management
Illinois
$7.3K
TIM
796
Tortoise Investment Management
New York
$6.71K -$71.8K -600 -91%
MBFW
797
Morton Brown Family Wealth
Pennsylvania
$6.71K
RMC
798
Resources Management Corp
Connecticut
$6K
HR
799
Howe & Rusling
New York
$5.17K -$40.5K -337 -89%
HWM
800
Hemington Wealth Management
Virginia
$5K