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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
CAG
126
Csenge Advisory Group
Florida
$5M
SEIA
127
Signature Estate & Investment Advisors
California
$4.77M
BFG
128
Bleakley Financial Group
New Jersey
$4.74M
PAG
129
Private Advisor Group
New Jersey
$4.66M
JFA
130
JNBA Financial Advisors
Minnesota
$4.66M
LFAS
131
Level Four Advisory Services
Texas
$4.56M
CPSAC
132
Chas P. Smith & Associates (CPS)
Florida
$4.56M
NWAG
133
Net Worth Advisory Group
Utah
$4.47M
KWMG
134
King Wealth Management Group
Florida
$4.45M
CIAS
135
CFS Investment Advisory Services
New Jersey
$4.39M
FTWA
136
Fifth Third Wealth Advisors
Ohio
$4.35M
BA
137
Brightwater Advisory
Florida
$4.34M
SC
138
Sierra Capital
Florida
$4.31M
TRIA
139
Trail Ridge Investment Advisors
Colorado
$4.29M
CA
140
Centerpoint Advisors
Massachusetts
$4.25M
HWA
141
Heritage Wealth Advisors
Virginia
$4.24M
SA
142
Sanctuary Advisors
Indiana
$4.18M
SFA
143
Sequoia Financial Advisors
Ohio
$4.17M
ITB
144
Idaho Trust Bank
Idaho
$4.1M
NAM
145
NorthCrest Asset Manangement
Minnesota
$4.09M
GIM
146
Goelzer Investment Management
Indiana
$4.08M
AWP
147
Astra Wealth Partners
New Jersey
$3.96M
MWM
148
Modera Wealth Management
New Jersey
$3.94M
CWM
149
Cranbrook Wealth Management
Michigan
$3.94M
MT
150
Midwest Trust
Kansas
$3.9M