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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 %
PA
851
PSI Advisors
Florida
-$25.2K -202 Closed
SAM
852
Synergy Asset Management
Washington
-$16.8K -136 Closed
CAS
853
Coppell Advisory Solutions
Texas
-$16.4K -132 Closed
CBT
854
CoreFirst Bank & Trust
Kansas
-$10.5K -84 Closed
FA
855
Fedenia Advisers
Wisconsin
-$9.12K -73 Closed
BFP
856
Briaud Financial Planning
Texas
-$7K -60 Closed
T
857
Transce3nd
Texas
-$5.5K -44 Closed
OC
858
Oarsman Capital
Wisconsin
-$3.5K -28 Closed
HWA
859
HHM Wealth Advisors
Tennessee
-$3.37K -27 Closed
RFG
860
REAP Financial Group
Texas
-$62 -1 Closed