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iShares S&P Mid-Cap 400 Value ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$5.39M 43,603 +5,158 +13%
DI
102
DDFG Inc
California
$5.33M 43,155 +2,014 +5%
JWA
103
JFS Wealth Advisors
Pennsylvania
$5.31M 42,981 +893 +2%
MWA
104
MFA Wealth Advisors
Pennsylvania
$5.31M 42,965 +35,064 +444%
SG
105
StoneX Group
New York
$5.26M 42,577 +2,686 +7%
ITB
106
Idaho Trust Bank
Idaho
$5.2M 42,078 +2,602 +7%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$5.12M 41,451 -781 -2%
BWM
108
BKM Wealth Management
Wisconsin
$5.09M 41,160 -113 -0.3%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$5.04M 40,784 -71 -0.2%
EPP
110
ETF Portfolio Partners
Kansas
$4.97M 40,217 -2,844 -7%
IF
111
Ironwood Financial
Arizona
$4.97M 41,474
NG
112
Novem Group
New York
$4.93M 39,871 +1,776 +5%
WA
113
Waverly Advisors
Alabama
$4.92M 39,809 -384 -1%
IFS
114
Ifrah Financial Services
Arkansas
$4.88M 39,464 -21 -0.1%
BMCM
115
Bryn Mawr Capital Management
Pennsylvania
$4.88M 39,452 -299 -0.8%
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$4.84M 39,180 +1,087 +3%
FTWA
117
Fifth Third Wealth Advisors
Ohio
$4.69M 37,936 -5,706 -13%
CPSAC
118
Chas P. Smith & Associates (CPS)
Florida
$4.63M 37,427 -50 -0.1%
CAG
119
Csenge Advisory Group
Florida
$4.5M 37,694 +1,644 +5%
SEIA
120
Signature Estate & Investment Advisors
California
$4.49M 36,352 -8,070 -18%
JFA
121
JNBA Financial Advisors
Minnesota
$4.44M 35,960 -460 -1%
PAG
122
Private Advisor Group
New Jersey
$4.43M 35,868 -5,125 -13%
KWMG
123
King Wealth Management Group
Florida
$4.39M 35,507 -672 -2%
GIM
124
Goelzer Investment Management
Indiana
$4.31M 34,849 +360 +1%
NAM
125
NorthCrest Asset Manangement
Minnesota
$4.26M 33,321 -1,374 -4%