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

793 hedge funds and large institutions have $5.42B 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, 198 increasing their positions, 308 reducing their positions, and 53 closing their positions.

Holders
793
Holders Change
-15
Holders Change %
-1.86%
% of All Funds
10.65%
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
198
Reduced
308
Closed
53
Calls
$39.6M
Puts
–
Net Calls
+$39.6M
Net Calls Change
+$39.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$438M
2
Morgan Stanley
2
Morgan Stanley
New York
$529M
3
CFB
3
Cullen/Frost Bankers
Texas
$103M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59.3M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$8.98M

Top Sellers

1
WIA
1
World Investment Advisors
California
$574K
2
EK
2
Evensky & Katz
Florida
$56M
3
WAS
3
Wealth Advisory Solutions
Indiana
$2.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$161M
5
CFA
5
Camarda Financial Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
76
Regions Financial Corp
Alabama
$8.95M 72,411 +18,491 +34%
MCCA
77
Mill Creek Capital Advisors
Pennsylvania
$8.92M 72,186 -40 -0.1%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$8.84M 71,539 +2,333 +3%
M&T Bank
79
M&T Bank
New York
$8.6M 69,559 -1,684 -2%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$8.57M 69,354 -1,116 -2%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$8.09M 65,451 -22,259 -25%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$7.88M 63,748 +3,590 +6%
I
83
InvesTrust
Oklahoma
$7.37M 59,640 -2,100 -3%
LWP
84
LMG Wealth Partners
Louisiana
$7.3M 59,110 +866 +1%
OFS
85
Oldfather Financial Services
Nebraska
$6.99M 56,566 +2,480 +5%
DWM
86
Dakota Wealth Management
Florida
$6.96M 56,308 +4,919 +10%
UWPG
87
Ullmann Wealth Partners Group
Florida
$6.95M 56,207 -2,107 -4%
GT
88
Greenleaf Trust
Michigan
$6.38M 51,651 -1,091 -2%
ABC
89
Associated Banc-Corp
Wisconsin
$6.34M 51,342 -9,413 -15%
FCFC
90
First Citizens Financial Corp
Iowa
$6.2M 50,205 +2,820 +6%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$6.19M 50,072 +6,125 +14%
ADL
92
Asset Dedication LLC
California
$6.08M 49,185 +2,128 +5%
BCM
93
Becker Capital Management
Oregon
$6.03M 48,804 – –
FWMM
94
Foundation Wealth Management (Missouri)
Missouri
$6.01M 48,611 +9,711 +25%
SCM
95
SOL Capital Management
Maryland
$5.72M 46,281 +13,075 +39%
BFM
96
Broadview Financial Management
Wisconsin
$5.7M 46,096 +3,022 +7%
OCM
97
One Capital Management
California
$5.57M 45,068 +2,661 +6%
PAI
98
Pittenger & Anderson Inc
Nebraska
$5.49M 44,390 – –
Betterment LLC
99
Betterment LLC
New York
$5.48M 44,308 +17,996 +68%
HCM
100
Hudson Capital Management
New Jersey
$5.41M 43,796 +304 +0.7%
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4
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