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iShares S&P Mid-Cap 400 Value ETF

809 hedge funds and large institutions have $5.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.99%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
58
Increased
241
Reduced
264
Closed
50
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Shares
Change %
SEIA
101
Signature Estate & Investment Advisors
California
$5.32M +$1.74M +14,547 +49%
PAI
102
Pittenger & Anderson Inc
Nebraska
$5.31M
SFC
103
Summit Financial Consulting
Michigan
$5.3M +$5.3M +44,238 New
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$5.26M -$25.4K -212 -0.5%
FTWA
105
Fifth Third Wealth Advisors
Ohio
$5.23M +$2.04M +17,040 +64%
HCM
106
Hudson Capital Management
New Jersey
$5.21M +$77.5K +647 +2%
BFM
107
Broadview Financial Management
Wisconsin
$5.16M -$57.4K -479 -1%
EPP
108
ETF Portfolio Partners
Kansas
$5.16M -$6.27M -52,389 -55%
CWM
109
Cordatus Wealth Management
Pennsylvania
$5.14M +$209K +1,746 +4%
OCM
110
One Capital Management
California
$5.08M -$126K -1,052 -2%
CIBC World Market
111
CIBC World Market
Ontario, Canada
$5.06M -$139K -1,165 -3%
JWA
112
JFS Wealth Advisors
Pennsylvania
$5.04M +$37.4K +312 +0.7%
IF
113
Ironwood Financial
Arizona
$4.97M -$75.7K -632 -2%
BWM
114
BKM Wealth Management
Wisconsin
$4.94M -$44.8K -374 -0.9%
DI
115
DDFG Inc
California
$4.93M +$2.04M +16,999 +70%
PAG
116
Private Advisor Group
New Jersey
$4.91M +$134K +1,117 +3%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$4.89M -$129K -1,080 -3%
WA
118
Waverly Advisors
Alabama
$4.81M +$284K +2,373 +6%
SG
119
StoneX Group
New York
$4.78M -$519K -4,337 -10%
BMCM
120
Bryn Mawr Capital Management
Pennsylvania
$4.76M -$64.3K -537 -1%
IFS
121
Ifrah Financial Services
Arkansas
$4.73M -$122K -1,020 -3%
ITB
122
Idaho Trust Bank
Idaho
$4.73M -$265K -2,216 -5%
FWMM
123
Foundation Wealth Management (Missouri)
Missouri
$4.66M -$101K -840 -2%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$4.6M -$61.1K -510 -1%
NG
125
Novem Group
New York
$4.56M +$167K +1,391 +4%