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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

800 hedge funds and large institutions have $5.43B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 201 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-9
Holders Change %
-1.11%
% of All Funds
10.73%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.24%
New
58
Increased
201
Reduced
311
Closed
53
Calls
$39.6M
Puts
–
Net Calls
+$39.6M
Net Calls Change
+$39.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.3M
3
CFB
Cullen/Frost Bankers
Texas
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.61M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.83M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.9M
2
EK
Evensky & Katz
Florida
-$17.2M
3
WAS
Wealth Advisory Solutions
Indiana
-$16.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
5
CFA
Camarda Financial Advisors
Florida
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
826
ERTS Wealth Advisors
Michigan
– -$554K -4,624 Closed
SWM
827
SeaCrest Wealth Management
New York
– -$518K -4,329 Closed
PA
828
PFG Advisors
Arizona
– -$458K -3,821 Closed
WFAG
829
Wescott Financial Advisory Group
Pennsylvania
– -$380K -3,177 Closed
SC
830
Sepio Capital
Utah
– -$337K -2,816 Closed
MBTD
831
Mechanics Bank - Trust Department
California
– -$329K -2,750 Closed
CWC
832
Carolinas Wealth Consulting
North Carolina
– -$285K -2,376 Closed
FIA
833
Foundations Investment Advisors
Arizona
– -$267K -2,228 Closed
FLPIM
834
F.L. Putnam Investment Management
Massachusetts
– -$255K -2,126 Closed
FNBT
835
FineMark National Bank & Trust
Florida
– -$250K -2,087 Closed
CFG
836
Clayton Financial Group
Missouri
– -$246K -2,053 Closed
FA
837
FSA Advisors
Michigan
– -$243K -2,032 Closed
MWM
838
Mattern Wealth Management
Kansas
– -$234K -1,953 Closed
SFC
839
Strategic Financial Concepts
Texas
– -$232K -1,934 Closed
HC
840
Hamilton Capital
Ohio
– -$214K -1,787 Closed
RA
841
Ruggaard & Associates
Ohio
– -$208K -1,737 Closed
AWA
842
Arete Wealth Advisors
Illinois
– -$200K -1,673 Closed
CA
843
Continuum Advisory
Idaho
– -$128K -1,070 Closed
FLP
844
Financial Life Planners
Arizona
– -$113K -941 Closed
SFG
845
Stonebridge Financial Group
Pennsylvania
– -$103K -858 Closed
MFA
846
Morling Financial Advisors
California
– -$91.1K -761 Closed
QCG
847
Quadrant Capital Group
Ohio
– -$89.8K -750 Closed
QC
848
Quent Capital
New York
– -$48K -401 Closed
SIM
849
Synergy Investment Management
Florida
– -$45.4K -379 Closed
RCA
850
Runnymede Capital Advisors
Ohio
– -$32.3K -270 Closed
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