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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 %
AWS
801
Atria Wealth Solutions
New York
– -$8.73M -72,938 Closed
ACA
802
Ascension Capital Advisors
Texas
– -$8.15M -68,103 Closed
SFC
803
Summit Financial Consulting
Michigan
– -$5.3M -44,238 Closed
CWM
804
Cordatus Wealth Management
Pennsylvania
– -$5.14M -42,936 Closed
UFF
805
USA Financial Formulas
Michigan
– -$4.42M -36,877 Closed
FCI
806
Financial Counselors Inc
Kansas
– -$3.94M -32,941 Closed
CCFM
807
Clear Creek Financial Management
Washington
– -$3.93M -32,785 Closed
PSCM
808
Per Stirling Capital Management
Texas
– -$3.87M -32,359 Closed
BDWCC
809
B&D White Capital Company
Texas
– -$3.76M -31,423 Closed
IC
810
IEQ Capital
California
– -$2.05M -17,148 Closed
HIS
811
Harvest Investment Services
Illinois
– -$1.76M -14,658 Closed
MWM
812
Modern Wealth Management
Kansas
– -$1.73M -14,482 Closed
Two Sigma Investments
813
Two Sigma Investments
New York
– -$1.45M -12,100 Closed
ISWM
814
Independent Solutions Wealth Management
New York
– -$1.32M -10,994 Closed
FTUS
815
Flow Traders U.S.
New York
– -$1.12M -9,362 Closed
QC
816
Quadrature Capital
United Kingdom
– -$1.07M -8,978 Closed
PRS
817
Pinkerton Retirement Specialists
Idaho
– -$1.06M -8,827 Closed
EARNEST Partners
818
EARNEST Partners
Georgia
– -$952K -7,948 Closed
AI
819
Atria Investments
North Carolina
– -$938K -7,835 Closed
NRG
820
Nemes Rush Group
Michigan
– -$810K -6,765 Closed
NI
821
Nuance Investments
Missouri
– -$628K -5,247 Closed
FCAM
822
First Citizens Asset Management
North Carolina
– -$588K -4,912 Closed
IP
823
Integras Partners
Georgia
– -$567K -4,740 Closed
EWA
824
ERTS Wealth Advisors
Michigan
– -$554K -4,624 Closed
SWM
825
SeaCrest Wealth Management
New York
– -$518K -4,329 Closed
31 32
33
34 35