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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
IW
801
Imprint Wealth
South Carolina
$18.2K
DWM
802
Darwin Wealth Management
Florida
$18.2K
TFG
803
Team Financial Group
California
$17.8K
SWM
804
SHP Wealth Management
Massachusetts
$17.6K
GBT
805
Grove Bank & Trust
Florida
$16.6K
PP
806
Pacifica Partners
Canada
$15.3K
FFO
807
Fortitude Family Office
Arizona
$14.7K
MS
808
Monetary Solutions
Ohio
$13.8K
LBC
809
Lowe Brockenbrough & Co
Virginia
$13.4K
SC
810
Steph & Co
Wisconsin
$13.2K
BFS
811
Beacon Financial Strategies
North Carolina
$12.9K
AIC
812
Archer Investment Corporation
Indiana
$12.8K
SFG
813
Strive Financial Group
Indiana
$12.8K
ZBNA
814
Zions Bancorporation, National Association
Utah
$12.1K
ACM
815
Anfield Capital Management
California
$11.6K
TF
816
Tompkins Financial
New York
$11.6K
CBT
817
CoreFirst Bank & Trust
Kansas
$11.1K
NWMP
818
Noble Wealth Management PBC
Colorado
$10.4K
MFT
819
Moisand Fitzgerald Tamayo
Florida
$10.3K
BL
820
Balentine LLC
Georgia
$9.61K
SC
821
Sawyer & Company
Massachusetts
$9.34K
CB
822
CNB Bank
Pennsylvania
$8.03K
RMC
823
Resources Management Corp
Connecticut
$7K
BONH
824
Bank of New Hampshire
New Hampshire
$6.97K
EWM
825
Evolution Wealth Management
Florida
$6.18K