iShares S&P Mid-Cap 400 Value ETF
812 hedge funds and large institutions have $5.82B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 222 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 capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
less ownership
Funds ownership: →
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
23% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 287
Holders
812
Holding in Top 10
14
Calls
$592K
Puts
–
Top Buyers
| 1 | +$34.4M | |
| 2 | +$21.1M | |
| 3 | +$5.84M | |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$5.51M |
| 5 |
DBRC
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
+$5.37M |
Top Sellers
| 1 | -$36.1M | |
| 2 | -$29.5M | |
| 3 | -$16.4M | |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$16.4M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
-$16.3M |
