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iShares S&P Mid-Cap 400 Value ETF

827 hedge funds and large institutions have $5.88B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 286 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: 1616 (0)

21% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 286

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
CWM
176
Cooke Wealth Management
California
$2.89M
HCA
177
Heck Capital Advisors
Wisconsin
$2.88M
UB
178
UMB Bank
Missouri
$2.81M
CB
179
Commerce Bank
Missouri
$2.73M
TIAAOA
180
Teachers Insurance & Annuity Association of America
New York
$2.69M
RWP
181
RWA Wealth Partners
Massachusetts
$2.68M
GPA
182
Guidance Point Advisors
Massachusetts
$2.65M
CAM
183
Cozad Asset Management
Illinois
$2.63M
BFA
184
Bragg Financial Advisors
North Carolina
$2.62M
UB
185
Umpqua Bank
Oregon
$2.61M
HWMC
186
Heritage Wealth Management (California)
California
$2.59M
OC
187
Oppenheimer & Co
New York
$2.56M
SFO
188
Stokes Family Office
Louisiana
$2.56M
AWP
189
Axis Wealth Partners
Rhode Island
$2.55M
SCM
190
SB Capital Management
California
$2.54M
OCM
191
One Capital Management
California
$2.53M
ASN
192
Advisory Services Network
Georgia
$2.53M
AFG
193
Allegheny Financial Group
Pennsylvania
$2.52M
SPC
194
Sigma Planning Corp
Michigan
$2.51M
TIA
195
Tiemann Investment Advisors
California
$2.49M
FP
196
Factorial Partners
New York
$2.49M
KL
197
Keenan LLC
Massachusetts
$2.42M
CIA
198
Concurrent Investment Advisors
Florida
$2.39M
GT
199
Glenmede Trust
Pennsylvania
$2.39M
WAS
200
Wealth Advisory Solutions
Indiana
$2.38M