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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
SFG
176
SNS Financial Group
Minnesota
$2.91M
CWM
177
Cooke Wealth Management
California
$2.89M
HCA
178
Heck Capital Advisors
Wisconsin
$2.88M
UB
179
UMB Bank
Missouri
$2.81M
CB
180
Commerce Bank
Missouri
$2.73M
TIAAOA
181
Teachers Insurance & Annuity Association of America
New York
$2.69M
RWP
182
RWA Wealth Partners
Massachusetts
$2.68M
GPA
183
Guidance Point Advisors
Massachusetts
$2.65M
CAM
184
Cozad Asset Management
Illinois
$2.63M
BFA
185
Bragg Financial Advisors
North Carolina
$2.62M
UB
186
Umpqua Bank
Oregon
$2.61M
HWMC
187
Heritage Wealth Management (California)
California
$2.59M
OC
188
Oppenheimer & Co
New York
$2.56M
SFO
189
Stokes Family Office
Louisiana
$2.56M
AWP
190
Axis Wealth Partners
Rhode Island
$2.55M
SCM
191
SB Capital Management
California
$2.54M
OCM
192
One Capital Management
California
$2.53M
ASN
193
Advisory Services Network
Georgia
$2.53M
AFG
194
Allegheny Financial Group
Pennsylvania
$2.52M
SPC
195
Sigma Planning Corp
Michigan
$2.51M
TIA
196
Tiemann Investment Advisors
California
$2.49M
FP
197
Factorial Partners
New York
$2.49M
KL
198
Keenan LLC
Massachusetts
$2.42M
CIA
199
Concurrent Investment Advisors
Florida
$2.39M
GT
200
Glenmede Trust
Pennsylvania
$2.39M