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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
MWA
101
MFA Wealth Advisors
Pennsylvania
$6.52M
M&T Bank
102
M&T Bank
New York
$6.49M
BCM
103
Becker Capital Management
Oregon
$6.42M
JWA
104
JFS Wealth Advisors
Pennsylvania
$6.34M
FWMM
105
Foundation Wealth Management (Missouri)
Missouri
$6.29M
HNB
106
Huntington National Bank
Ohio
$6.25M
LI
107
Leeward Investments
Massachusetts
$6.19M
DBRC
108
D.B. Root & Company
Pennsylvania
$5.96M
HCM
109
Hudson Capital Management
New Jersey
$5.89M
PAI
110
Pittenger & Anderson Inc
Nebraska
$5.88M
BFM
111
Broadview Financial Management
Wisconsin
$5.85M
ABC
112
Associated Banc-Corp
Wisconsin
$5.82M
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$5.7M
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$5.64M
IF
115
Ironwood Financial
Arizona
$5.62M
SCM
116
SOL Capital Management
Maryland
$5.62M
BWM
117
BKM Wealth Management
Wisconsin
$5.52M
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$5.46M
Betterment LLC
119
Betterment LLC
New York
$5.43M
NG
120
Novem Group
New York
$5.31M
EPP
121
ETF Portfolio Partners
Kansas
$5.3M
CIBC World Market
122
CIBC World Market
Ontario, Canada
$5.28M
WA
123
Waverly Advisors
Alabama
$5.22M
IFS
124
Ifrah Financial Services
Arkansas
$5.18M
BMCM
125
Bryn Mawr Capital Management
Pennsylvania
$5.12M