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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 %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$5.39M +$637K +5,158 +13%
DI
102
DDFG Inc
California
$5.33M +$249K +2,014 +5%
JWA
103
JFS Wealth Advisors
Pennsylvania
$5.31M +$110K +893 +2%
MWA
104
MFA Wealth Advisors
Pennsylvania
$5.31M +$4.33M +35,064 +444%
SG
105
StoneX Group
New York
$5.26M +$332K +2,686 +7%
ITB
106
Idaho Trust Bank
Idaho
$5.2M +$322K +2,602 +7%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$5.12M -$96.5K -781 -2%
BWM
108
BKM Wealth Management
Wisconsin
$5.09M -$14K -113 -0.3%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$5.04M -$8.77K -71 -0.2%
EPP
110
ETF Portfolio Partners
Kansas
$4.97M -$351K -2,844 -7%
IF
111
Ironwood Financial
Arizona
$4.97M – – –
NG
112
Novem Group
New York
$4.93M +$219K +1,776 +5%
WA
113
Waverly Advisors
Alabama
$4.92M -$47.5K -384 -1%
IFS
114
Ifrah Financial Services
Arkansas
$4.88M -$2.6K -21 -0.1%
BMCM
115
Bryn Mawr Capital Management
Pennsylvania
$4.88M -$37K -299 -0.8%
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$4.84M +$134K +1,087 +3%
FTWA
117
Fifth Third Wealth Advisors
Ohio
$4.69M -$705K -5,706 -13%
CPSAC
118
Chas P. Smith & Associates (CPS)
Florida
$4.63M -$6.18K -50 -0.1%
CAG
119
Csenge Advisory Group
Florida
$4.5M +$196K +1,644 +5%
SEIA
120
Signature Estate & Investment Advisors
California
$4.49M -$997K -8,070 -18%
JFA
121
JNBA Financial Advisors
Minnesota
$4.44M -$56.8K -460 -1%
PAG
122
Private Advisor Group
New Jersey
$4.43M -$633K -5,125 -13%
KWMG
123
King Wealth Management Group
Florida
$4.39M -$83K -672 -2%
GIM
124
Goelzer Investment Management
Indiana
$4.31M +$44.5K +360 +1%
NAM
125
NorthCrest Asset Manangement
Minnesota
$4.26M -$176K -1,374 -4%
3 4
5
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