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

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.3M
3
CFB
Cullen/Frost Bankers
Texas
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.61M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.83M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.9M
2
EK
Evensky & Katz
Florida
-$17.2M
3
WAS
Wealth Advisory Solutions
Indiana
-$16.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
5
CFA
Camarda Financial Advisors
Florida
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
776
AmeriFlex Group
Nevada
$9.43K – – –
Qube Research & Technologies (QRT)
777
Qube Research & Technologies (QRT)
United Kingdom
$9.27K +$9.27K +75 New
TTIC
778
Tower Trust & Investment Company
Iowa
$9.27K – – –
SC
779
Sawyer & Company
Massachusetts
$9K – – –
CB
780
CNB Bank
Pennsylvania
$7.54K – – –
TIM
781
Tortoise Investment Management
New York
$6.92K – – –
MCA
782
Midwest Capital Advisors
Michigan
$6.06K -$18.4K -149 -75%
RMC
783
Resources Management Corp
Connecticut
$6K – – –
BONH
784
Bank of New Hampshire
New Hampshire
$5.93K -$98.9K -800 -94%
OP
785
ORG Partners
Indiana
$5.93K -$23.8K -193 -80%
TWC
786
TD Waterhouse Canada
Ontario, Canada
$5.03K – – –
HWM
787
Hemington Wealth Management
Virginia
$5K – – –
POIA
788
Pin Oak Investment Advisors
Texas
$5K – – –
BPAMU
789
BTG Pactual Asset Management US
New York
$4.94K +$4.94K +40 New
RWM
790
RMG Wealth Management
Wisconsin
$4.68K +$4.68K +37 New
BHWM
791
Beaird Harris Wealth Management
Texas
$4.57K -$8.78K -71 -66%
RF
792
Rossby Financial
Florida
$4.33K +$371 +3 +9%
Fuller & Thaler Asset Management
793
Fuller & Thaler Asset Management
California
$4.23K +$1.87K +15 +79%
TC
794
Trust Company
Kansas
$4.2K – – –
CWIG
795
Chung Wu Investment Group
Texas
$3.96K +$3.96K +32 New
TPWA
796
Twin Peaks Wealth Advisors
California
$3.4K +$3.4K +27 New
HFS
797
Hantz Financial Services
Michigan
$3K -$600 -5 -17%
RA
798
Rise Advisors
New York
$2.35K – – –
ME
799
McIlrath & Eck
Washington
$2.1K – – –
SFA
800
Semmax Financial Advisors
North Carolina
$2.08K – – –
30 31
32
33 34