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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
BTD
776
BankPlus Trust Department
Mississippi
$32.4K
SEP
777
Signature Equity Partners
Ohio
$32.4K
PCM
778
Palouse Capital Management
Washington
$32.1K
PWS
779
Pursuit Wealth Strategies
North Carolina
$32K
MSWA
780
Marshall & Sterling Wealth Advisors
New York
$31.1K
Deutsche Bank
781
Deutsche Bank
Germany
$29.2K
TFA
782
Toth Financial Advisory
Virginia
$29.1K
QWM
783
Quaker Wealth Management
New Jersey
$28.8K
CJ
784
Caitlin John
Michigan
$28.6K
PCFFS
785
Pacific Center for Financial Services
California
$28.5K
SG
786
Sankala Group
Colorado
$28K
CFP
787
Comprehensive Financial Planning
Pennsylvania
$27.9K
GCM
788
Gunpowder Capital Management
Maryland
$27.1K
OCM
789
Orion Capital Management
California
$26.3K
MTI
790
Merrithew & Thorsten Inc
California
$26K
SRCM
791
Signature Resources Capital Management
California
$25.3K
NSIM
792
North Star Investment Management
Illinois
$24.6K
DF
793
Dunhill Financial
United Kingdom
$24.6K
USB
794
Union Savings Bank
Connecticut
$23.2K
HR
795
Howe & Rusling
New York
$22.3K
AIM
796
Anchor Investment Management
South Carolina
$21.7K
WWA
797
Wealth Watch Advisors
Colorado
$21.1K
HHGA
798
Halbert Hargrove Global Advisors
California
$20.4K
SN
799
Sittner & Nelson
Oregon
$20K
PCMNC
800
Piedmont Capital Management (North Carolina)
North Carolina
$20K