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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
BFS
801
Beacon Financial Strategies
North Carolina
$12.9K
AIC
802
Archer Investment Corporation
Indiana
$12.8K
SFG
803
Strive Financial Group
Indiana
$12.8K
ZBNA
804
Zions Bancorporation, National Association
Utah
$12.1K
TF
805
Tompkins Financial
New York
$11.6K
ACM
806
Anfield Capital Management
California
$11.6K
CBT
807
CoreFirst Bank & Trust
Kansas
$11.1K
NWMP
808
Noble Wealth Management PBC
Colorado
$10.4K
MFT
809
Moisand Fitzgerald Tamayo
Florida
$10.3K
BL
810
Balentine LLC
Georgia
$9.61K
SC
811
Sawyer & Company
Massachusetts
$9.34K
CB
812
CNB Bank
Pennsylvania
$8.03K
RMC
813
Resources Management Corp
Connecticut
$7K
BONH
814
Bank of New Hampshire
New Hampshire
$6.97K
EWM
815
Evolution Wealth Management
Florida
$6.18K
GFA
816
Godfrey Financial Associates
New York
$6.05K
POIA
817
Pin Oak Investment Advisors
Texas
$6K
TTIC
818
Tower Trust & Investment Company
Iowa
$5.26K
TWC
819
TD Waterhouse Canada
Ontario, Canada
$5.26K
BHWM
820
Beaird Harris Wealth Management
Texas
$4.87K
CWIG
821
Chung Wu Investment Group
Texas
$4.21K
MCA
822
Midwest Capital Advisors
Michigan
$3.99K
RF
823
Rossby Financial
Florida
$3.03K
ME
824
McIlrath & Eck
Washington
$2.24K
IIM
825
IFC & Insurance Marketing
California
$2K