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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
SG
776
Sankala Group
Colorado
$28K
CFP
777
Comprehensive Financial Planning
Pennsylvania
$27.9K
GCM
778
Gunpowder Capital Management
Maryland
$27.1K
OCM
779
Orion Capital Management
California
$26.3K
MTI
780
Merrithew & Thorsten Inc
California
$26K
SRCM
781
Signature Resources Capital Management
California
$25.3K
NSIM
782
North Star Investment Management
Illinois
$24.6K
DF
783
Dunhill Financial
United Kingdom
$24.6K
USB
784
Union Savings Bank
Connecticut
$23.2K
HR
785
Howe & Rusling
New York
$22.3K
AIM
786
Anchor Investment Management
South Carolina
$21.7K
WWA
787
Wealth Watch Advisors
Colorado
$21.1K
HHGA
788
Halbert Hargrove Global Advisors
California
$20.4K
SN
789
Sittner & Nelson
Oregon
$20K
PCMNC
790
Piedmont Capital Management (North Carolina)
North Carolina
$20K
DWM
791
Darwin Wealth Management
Florida
$18.2K
IW
792
Imprint Wealth
South Carolina
$18.2K
TFG
793
Team Financial Group
California
$17.8K
SWM
794
SHP Wealth Management
Massachusetts
$17.6K
GBT
795
Grove Bank & Trust
Florida
$16.6K
PP
796
Pacifica Partners
Canada
$15.3K
FFO
797
Fortitude Family Office
Arizona
$14.7K
MS
798
Monetary Solutions
Ohio
$13.8K
LBC
799
Lowe Brockenbrough & Co
Virginia
$13.4K
SC
800
Steph & Co
Wisconsin
$13.2K