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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 %
RFC
76
Regions Financial Corp
Alabama
$8.95M +$2.29M +18,491 +34%
MCCA
77
Mill Creek Capital Advisors
Pennsylvania
$8.92M -$4.94K -40 -0.1%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$8.84M +$288K +2,333 +3%
M&T Bank
79
M&T Bank
New York
$8.6M -$208K -1,684 -2%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$8.57M -$138K -1,116 -2%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$8.09M -$2.75M -22,259 -25%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$7.88M +$444K +3,590 +6%
I
83
InvesTrust
Oklahoma
$7.37M -$260K -2,100 -3%
LWP
84
LMG Wealth Partners
Louisiana
$7.3M +$107K +866 +1%
OFS
85
Oldfather Financial Services
Nebraska
$6.99M +$306K +2,480 +5%
DWM
86
Dakota Wealth Management
Florida
$6.96M +$608K +4,919 +10%
UWPG
87
Ullmann Wealth Partners Group
Florida
$6.95M -$260K -2,107 -4%
GT
88
Greenleaf Trust
Michigan
$6.38M -$135K -1,091 -2%
ABC
89
Associated Banc-Corp
Wisconsin
$6.34M -$1.16M -9,413 -15%
FCFC
90
First Citizens Financial Corp
Iowa
$6.2M +$348K +2,820 +6%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$6.19M +$757K +6,125 +14%
ADL
92
Asset Dedication LLC
California
$6.08M +$263K +2,128 +5%
BCM
93
Becker Capital Management
Oregon
$6.03M – – –
FWMM
94
Foundation Wealth Management (Missouri)
Missouri
$6.01M +$1.2M +9,711 +25%
SCM
95
SOL Capital Management
Maryland
$5.72M +$1.62M +13,075 +39%
BFM
96
Broadview Financial Management
Wisconsin
$5.7M +$373K +3,022 +7%
OCM
97
One Capital Management
California
$5.57M +$329K +2,661 +6%
PAI
98
Pittenger & Anderson Inc
Nebraska
$5.49M – – –
Betterment LLC
99
Betterment LLC
New York
$5.48M +$2.22M +17,996 +68%
HCM
100
Hudson Capital Management
New Jersey
$5.41M +$37.6K +304 +0.7%
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