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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 %
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$4.56M -$702K -5,863 -13%
AWP
127
Astra Wealth Partners
New Jersey
$4.5M +$45.5K +380 +1%
PFP
128
Pinnacle Financial Partners
Tennessee
$4.49M +$817K +6,827 +22%
CPSAC
129
Chas P. Smith & Associates (CPS)
Florida
$4.49M -$188K -1,572 -4%
UFF
130
USA Financial Formulas
Michigan
$4.42M +$4.42M +36,877 New
JFA
131
JNBA Financial Advisors
Minnesota
$4.36M -$109K -907 -2%
KWMG
132
King Wealth Management Group
Florida
$4.33M -$37.6K -314 -0.9%
SC
133
Sierra Capital
Florida
$4.26M +$2.04K +17 +0%
SFA
134
Sequoia Financial Advisors
Ohio
$4.17M -$1.82M -15,164 -30%
NAM
135
NorthCrest Asset Manangement
Minnesota
$4.15M -$471K -3,933 -10%
GIM
136
Goelzer Investment Management
Indiana
$4.13M -$25.1K -210 -0.6%
AB
137
ANB Bank
Colorado
$4.13M +$24.2K +202 +0.6%
BFG
138
Bleakley Financial Group
New Jersey
$4.09M -$42.7K -357 -1%
IA
139
IFP Advisors
Florida
$4.08M +$173K +1,441 +4%
Jane Street
140
Jane Street
New York
$4.07M +$3.81M +31,780 +1,449%
CA
141
Centerpoint Advisors
Massachusetts
$4.07M -$113K -940 -3%
HNB
142
Huntington National Bank
Ohio
$4.05M -$4.97M
BA
143
Brightwater Advisory
Florida
$4.02M -$3.71K -31 -0.1%
CIAS
144
CFS Investment Advisory Services
New Jersey
$4M -$207K -1,726 -5%
CAG
145
Csenge Advisory Group
Florida
$4M +$34.3K +309 +0.9%
SCM
146
SOL Capital Management
Maryland
$3.98M -$15K -125 -0.4%
FCI
147
Financial Counselors Inc
Kansas
$3.94M +$15.7K +131 +0.4%
CCFM
148
Clear Creek Financial Management
Washington
$3.93M +$3.93M +32,785 New
FP
149
Factorial Partners
New York
$3.92M +$263K +2,200 +7%
TRIA
150
Trail Ridge Investment Advisors
Colorado
$3.89M +$125K +1,040 +3%