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iShares S&P Mid-Cap 400 Value ETF
812 hedge funds and large institutions have $5.7B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 219 increasing their positions, 274 reducing their positions, and 45 closing their positions.
New
Increased
Maintained
Reduced
Closed
74% more call options, than puts
Call options by funds: $610K | Put options by funds: $350K
22% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 45
4% more capital invested
Capital invested by funds: $5.45B → $5.7B (+$242M)
0.31% more ownership
Funds ownership: 70.95% → 71.26% (+0.31%)
0% less funds holding
Funds holding: 814 → 812 (-2)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
20% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 274
Holders
812
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
10.66%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.22%
New
55
Increased
219
Reduced
274
Closed
45
Calls
$610K
Puts
$350K
Net Calls
+$260K
Net Calls Change
-$39.4M
Top Buyers
| 1 |
BW
Balance Wealth
Delaware,
Ohio
|
+$32.2M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$26.9M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$16.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.3M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
851
AmeriFlex Group
Las Vegas,
Nevada
| – | -$9.43K | -76 | Closed |
|
852
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$9.27K | -75 | Closed |
|
|
HWM
853
Hemington Wealth Management
Falls Church,
Virginia
| – | -$5K | -47 | Closed |
|
|
RWM
854
RMG Wealth Management
Platteville,
Wisconsin
| – | -$4.68K | -37 | Closed |
|
855
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$4.23K | -34 | Closed |
|
|
TC
856
Trust Company
Manhattan,
Kansas
| – | -$4.2K | -34 | Closed |
|
|
TPWA
857
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$3.4K | -27 | Closed |
|
|
CCM
858
Cloud Capital Management
Seattle,
Washington
| – | +$896 | +7 | New |
|