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iShares S&P Mid-Cap 400 Value ETF

810 hedge funds and large institutions have $5.39B 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, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 265

1% less funds holding

Funds holding: 819810 (-9)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $26K

Holders
810
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$26K
Net Calls
Net Calls Change

Top Sellers

1 -$20M
2 -$18M
3 -$9.57M
4
Ameriprise
Ameriprise
Minnesota
-$7.96M
5
UBS Group
UBS Group
Switzerland
-$7.42M
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
151
Per Stirling Capital Management
Texas
$3.87M
GJIA
152
Glass Jacobson Investment Advisors
Maryland
$3.78M
BDWCC
153
B&D White Capital Company
Texas
$3.76M
CWM
154
Cranbrook Wealth Management
Michigan
$3.76M
HWA
155
Heritage Wealth Advisors
Virginia
$3.76M
LFAS
156
Level Four Advisory Services
Texas
$3.71M
LC
157
LTG Capital
Massachusetts
$3.69M
ATPW
158
Ashton Thomas Private Wealth
Arizona
$3.66M
MWM
159
Modera Wealth Management
New Jersey
$3.65M
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$3.62M
RWA
161
River Wealth Advisors
Pennsylvania
$3.57M
Citadel Advisors
162
Citadel Advisors
Florida
$3.56M
NF
163
Nikulski Financial
Iowa
$3.43M
AA
164
Alesco Advisors
New York
$3.37M
FHB
165
First Hawaiian Bank
Hawaii
$3.35M
CAM
166
Campion Asset Management
Virginia
$3.35M
NCM
167
Neumann Capital Management
California
$3.2M
Members Trust
168
Members Trust
Florida
$3.18M
CCM
169
Coldstream Capital Management
Washington
$3.16M
Betterment LLC
170
Betterment LLC
New York
$3.15M
WTC
171
WhitTier Trust Company
Nevada
$3.09M
CB
172
Commerce Bank
Missouri
$3.05M
SFG
173
SNS Financial Group
Minnesota
$2.87M
SSW
174
Smith Shellnut Wilson
Mississippi
$2.85M
PP
175
Prosperity Planning
Missouri
$2.8M