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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
VDBMI
826
Van Den Berg Management I
Texas
$1.58K
GWSG
827
GPS Wealth Strategies Group
Colorado
$395
RA
828
Ransom Advisory
Rhode Island
$395
FF
829
Fortitude Financial
Washington
CWM
830
Cordatus Wealth Management
Pennsylvania
Citadel Advisors
831
Citadel Advisors
Florida
Susquehanna International Group
832
Susquehanna International Group
Pennsylvania
FFL
833
Future Fund LLC
Illinois
Kovitz Investment Group Partners
834
Kovitz Investment Group Partners
Illinois
MMHP
835
Murphy Middleton Hinkle & Parker
Georgia
KFP
836
KMG Fiduciary Partners
Ohio
HF
837
HRT Financial
New York
BJL
838
Brighton Jones LLC
Washington
TWP
839
Total Wealth Planning
Ohio
EF
840
Empowered Funds
Pennsylvania
SW
841
SteelPeak Wealth
California
FMWA
842
Forvis Mazars Wealth Advisors
Missouri
BWA
843
BlueChip Wealth Advisors
Georgia
AFP
844
Ausdal Financial Partners
Iowa
MPWS
845
McCarter Private Wealth Services
Massachusetts
PAS
846
Park Avenue Securities
New York
DIA
847
Dana Investment Advisors
Wisconsin
AIA
848
Allied Investment Advisors
Montana
KOC
849
Koss-Olinger Consulting
Florida
PPWM
850
Paragon Private Wealth Management
Kentucky