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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
RWA
151
River Wealth Advisors
Pennsylvania
$3.82M
BPA
152
Beacon Pointe Advisors
California
$3.81M
HWM
153
HB Wealth Management
Georgia
$3.79M
SIA
154
Soltis Investment Advisors
Utah
$3.79M
LC
155
LTG Capital
Massachusetts
$3.76M
WTC
156
WhitTier Trust Company
Nevada
$3.75M
Goldman Sachs
157
Goldman Sachs
New York
$3.72M
SG
158
StoneX Group
New York
$3.68M
GJIA
159
Glass Jacobson Investment Advisors
Maryland
$3.65M
AA
160
Alesco Advisors
New York
$3.64M
ATPW
161
Ashton Thomas Private Wealth
Arizona
$3.6M
NCM
162
Neumann Capital Management
California
$3.54M
GCA
163
Gallagher Capital Advisors
Texas
$3.51M
AB
164
ANB Bank
Colorado
$3.42M
MCM
165
M1 Capital Management
Michigan
$3.4M
CAM
166
Campion Asset Management
Virginia
$3.33M
CCM
167
Coldstream Capital Management
Washington
$3.19M
RIG
168
Ramiah Investment Group
Wisconsin
$3.18M
Members Trust
169
Members Trust
Florida
$3.17M
PP
170
Prosperity Planning
Missouri
$3.14M
WMWM
171
Whitaker-Myers Wealth Managers
Ohio
$3.12M
FHB
172
First Hawaiian Bank
Hawaii
$3.12M
NF
173
Nikulski Financial
Iowa
$3.04M
JE
174
JMAC Enterprises
Pennsylvania
$2.94M
TSW
175
Thompson Siegel & Walmsley
Virginia
$2.94M