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iShares S&P Mid-Cap 400 Value ETF

805 hedge funds and large institutions have $5.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 806805 (-1)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

20% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 271

Holders
805
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
$610K
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWIG
801
Chung Wu Investment Group
Texas
$4.15K
MCA
802
Midwest Capital Advisors
Michigan
$3.92K
RA
803
Rise Advisors
New York
$2.46K
ME
804
McIlrath & Eck
Washington
$2.21K
TWM
805
Tripletail Wealth Management
Florida
$1.31K
PFGIA
806
Patriot Financial Group Insurance Agency
Massachusetts
Jane Street
807
Jane Street
New York
MCC
808
Money Concepts Capital
Florida
FAIM
809
Financial Advocates Investment Management
Washington
SFG
810
Sather Financial Group
Texas
Renaissance Technologies
811
Renaissance Technologies
New York
NAAA
812
New Age Alpha Advisors
New York
VFIC
813
Valley Forge Investment Consultants
Pennsylvania
AAP
814
Arax Advisory Partners
Colorado
FEG
815
Fund Evaluation Group
Ohio
CIA
816
Cape Investment Advisory
Georgia
WWM
817
Whalen Wealth Management
Nevada
YIH
818
Y-Intercept (HK)
Hong Kong
RFM
819
Royal Fund Management
Florida
ACM
820
AlphaStar Capital Management
North Carolina
VNA
821
Valley National Advisers
Pennsylvania
TWP
822
Tyche Wealth Partners
Texas
ECM
823
Evergreen Capital Management
Washington
SI
824
Stephens Inc
Arkansas
HSBC Holdings
825
HSBC Holdings
United Kingdom