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iShares S&P Mid-Cap 400 Value ETF

837 hedge funds and large institutions have $5.89B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 226 increasing their positions, 287 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: 1717 (0)

21% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 287

Holders
837
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
BEC
76
Blue Edge Capital
Virginia
$9.8M
MCCA
77
Mill Creek Capital Advisors
Pennsylvania
$9.5M
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$9.48M
US Bancorp
79
US Bancorp
Minnesota
$9.08M
MFIM
80
Mesirow Financial Investment Management
Illinois
$8.76M
CWL
81
Causey Wealth LLC
Colorado
$8.7M
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$8.63M
OFS
83
Oldfather Financial Services
Nebraska
$8.31M
LWP
84
LMG Wealth Partners
Louisiana
$8.22M
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$8.2M
FAM
86
Flaharty Asset Management
Florida
$7.95M
I
87
InvesTrust
Oklahoma
$7.85M
DI
88
DDFG Inc
California
$7.53M
AWA
89
Arkadios Wealth Advisors
Georgia
$7.35M
PFPG
90
Pinnacle Financial Partners (Georgia)
Georgia
$7.29M
MB
91
MidFirst Bank
Oklahoma
$7.24M
IA
92
IFP Advisors
Florida
$7.14M
BlackRock
93
BlackRock
New York
$7.02M
SF
94
Summit Financial
New Jersey
$6.97M
ADL
95
Asset Dedication LLC
California
$6.81M
FCFC
96
First Citizens Financial Corp
Iowa
$6.71M
GT
97
Greenleaf Trust
Michigan
$6.7M
UWPG
98
Ullmann Wealth Partners Group
Florida
$6.68M
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$6.62M
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$6.54M