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iShares S&P Mid-Cap 400 Value ETF

809 hedge funds and large institutions have $5.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.99%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
58
Increased
241
Reduced
264
Closed
50
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
826
Heritage Financial Services
Massachusetts
-$277K -2,218 Closed
ICM
827
IMS Capital Management
Oregon
-$268K -2,146 Closed
JAG
828
Journey Advisory Group
Kentucky
-$240K -2,113 Closed
TF
829
TME Financial
California
-$254K -2,055 Closed
NW
830
NewEdge Wealth
Pennsylvania
-$246K -1,970 Closed
FNBTCON
831
First National Bank & Trust Co of Newtown
Pennsylvania
-$238K -1,902 Closed
PIM
832
Penobscot Investment Management
Massachusetts
-$228K -1,821 Closed
CFGS
833
Concourse Financial Group Securities
Alabama
-$231K -1,778 Closed
RWP
834
Revolve Wealth Partners
New Jersey
-$214K -1,712 Closed
HGA
835
Hobbs Group Advisors
South Carolina
-$210K -1,684 Closed
DAS
836
Dynamic Advisor Solutions
Arizona
-$207K -1,655 Closed
ACM
837
Alamar Capital Management
California
-$205K -1,642 Closed
MI
838
Moneywise Inc
Virginia
-$205K -1,639 Closed
MAM
839
MMA Asset Management
Pennsylvania
-$205K -1,638 Closed
NCFG
840
New Century Financial Group
New Jersey
-$204K -1,629 Closed
PPWM
841
Paragon Private Wealth Management
Kentucky
-$202K -1,620 Closed
AIM
842
Allen Investment Management
New York
-$201K -1,612 Closed
MFG
843
Menard Financial Group
Texas
-$182K -1,456 Closed
VWM
844
Venturi Wealth Management
Texas
-$69.1K -553 Closed
TCG
845
Transcendent Capital Group
Oklahoma
-$47.6K -381 Closed
RFA
846
Register Financial Advisors
Georgia
-$44.9K -359 Closed
MCM
847
Mainstream Capital Management
California
-$37.5K -300 Closed
Qube Research & Technologies (QRT)
848
Qube Research & Technologies (QRT)
United Kingdom
-$32K -256 Closed
CJ
849
Caitlin John
Michigan
-$27.1K -217 Closed
PA
850
Pineridge Advisors
Missouri
-$26.4K -211 Closed