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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 %
TIAAOA
176
Teachers Insurance & Annuity Association of America
New York
$2.42M +$687K +5,562 +40%
Jane Street
177
Jane Street
New York
$2.35M -$1.85M -14,949 -44%
GIM
178
Glenmede Investment Management
Pennsylvania
$2.35M +$2.35M +19,015 New
TIA
179
Tiemann Investment Advisors
California
$2.34M +$47.6K +385 +2%
FP
180
Factorial Partners
New York
$2.34M -$1.71M -13,800 -42%
TFF
181
The Family Firm
Maryland
$2.32M -$111K -900 -5%
AFG
182
Allegheny Financial Group
Pennsylvania
$2.31M +$310K +2,507 +15%
VW
183
Vance Wealth
California
$2.3M -$492K -3,978 -18%
WAS
184
Wealth Advisory Solutions
Indiana
$2.3M -$16.6M -134,153 -88%
QPWM
185
Quadrant Private Wealth Management
Pennsylvania
$2.3M -$462K -3,742 -17%
UB
186
Umpqua Bank
Oregon
$2.27M +$607K +4,764 +36%
OPW
187
Oxler Private Wealth
New York
$2.27M -$180K -1,454 -7%
HWMC
188
Heritage Wealth Management (California)
California
$2.26M +$132K +1,066 +6%
DBIA
189
Dumont & Blake Investment Advisors
New Jersey
$2.26M -$27.9K -226 -1%
AAS
190
Avantax Advisory Services
Texas
$2.2M -$502K -4,061 -19%
OA
191
Operose Advisors
Wisconsin
$2.19M +$3.83K +31 +0.2%
ASN
192
Advisory Services Network
Georgia
$2.18M +$651K +5,225 +43%
AF
193
Allworth Financial
California
$2.14M -$5.69K -46 -0.3%
OWM
194
Opes Wealth Management
California
$2.13M +$35.8K +290 +2%
SCM
195
Stordahl Capital Management
Colorado
$2.12M +$61.2K +495 +3%
AIP
196
Almanack Investment Partners
Pennsylvania
$2.12M – – –
SCG
197
Sonata Capital Group
Washington
$2.12M -$17.3K -140 -0.8%
AWM
198
Avior Wealth Management
Nebraska
$2.06M -$21.5K -174 -1%
BCG
199
Breakwater Capital Group
New Jersey
$2.04M +$29.8K +241 +1%
SSW
200
Smith Shellnut Wilson
Mississippi
$2.04M -$901K -7,293 -31%
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