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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

798 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, 199 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
10.7%
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
199
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
$438M
2
Morgan Stanley
Morgan Stanley
New York
$529M
3
CFB
Cullen/Frost Bankers
Texas
$103M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$59.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$8.98M

Top Sellers

1
WIA
World Investment Advisors
California
$574K
2
EK
Evensky & Katz
Florida
$56M
3
WAS
Wealth Advisory Solutions
Indiana
$2.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$161M
5
CFA
Camarda Financial Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
126
Bleakley Financial Group
New Jersey
$4.21M -$3.96K -32 -0.1%
HNB
127
Huntington National Bank
Ohio
$4.14M -$4.05M – –
CIAS
128
CFS Investment Advisory Services
New Jersey
$4.13M – – –
BA
129
Brightwater Advisory
Florida
$4.13M -$26.2K -212 -0.6%
SC
130
Sierra Capital
Florida
$4.07M -$320K -2,590 -7%
NWAG
131
Net Worth Advisory Group
Utah
$4.05M +$3.61M +29,243 +822%
HWA
132
Heritage Wealth Advisors
Virginia
$3.98M – – –
CA
133
Centerpoint Advisors
Massachusetts
$3.97M -$228K -1,845 -5%
LFAS
134
Level Four Advisory Services
Texas
$3.95M +$120K +971 +3%
SFA
135
Sequoia Financial Advisors
Ohio
$3.91M -$391K -3,164 -9%
MT
136
Midwest Trust
Kansas
$3.89M +$3.89M +31,517 New
TRIA
137
Trail Ridge Investment Advisors
Colorado
$3.88M -$170K -1,360 -4%
CWM
138
Cranbrook Wealth Management
Michigan
$3.81M -$65.7K -532 -2%
MWM
139
Modera Wealth Management
New Jersey
$3.77M +$3.46K +28 +0.1%
RWA
140
River Wealth Advisors
Pennsylvania
$3.64M -$46.5K -376 -1%
LC
141
LTG Capital
Massachusetts
$3.61M -$204K -1,650 -5%
MCM
142
M1 Capital Management
Michigan
$3.6M +$3.38M +27,343 +1,537%
GJIA
143
Glass Jacobson Investment Advisors
Maryland
$3.59M -$154K -1,247 -4%
AWP
144
Astra Wealth Partners
New Jersey
$3.58M -$1.06M -8,552 -23%
EH
145
Equitable Holdings
New York
$3.57M -$9M -72,818 -72%
HWM
146
HB Wealth Management
Georgia
$3.57M +$912K +7,382 +34%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$3.57M -$173K -1,399 -5%
ATPW
148
Ashton Thomas Private Wealth
Arizona
$3.55M -$227K -1,838 -6%
AA
149
Alesco Advisors
New York
$3.46M -$14.2K -115 -0.4%
AB
150
ANB Bank
Colorado
$3.42M -$844K -6,831 -20%
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