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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

800 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, 201 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-9
Holders Change %
-1.11%
% of All Funds
10.73%
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
201
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
+$40.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.3M
3
CFB
Cullen/Frost Bankers
Texas
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.61M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.83M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.9M
2
EK
Evensky & Katz
Florida
-$17.2M
3
WAS
Wealth Advisory Solutions
Indiana
-$16.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
5
CFA
Camarda Financial Advisors
Florida
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCBWMS
201
Texas Capital Bank Wealth Management Services
Texas
$2.04M -$534K -4,325 -21%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$1.95M +$968K +7,832 +99%
FCBT
203
First Citizens Bank & Trust
North Carolina
$1.95M +$120K +972 +7%
GWMR
204
GC Wealth Management RIA
Massachusetts
$1.94M -$270K -2,181 -12%
AWM
205
Apollon Wealth Management
South Carolina
$1.94M -$734K -5,942 -27%
KWM
206
Kingsview Wealth Management
Oregon
$1.93M -$53.6K -434 -3%
PB
207
Pinnacle Bancorp
Nebraska
$1.92M -$156K -1,260 -7%
FGWP
208
Founders Grove Wealth Partners
Virginia
$1.92M -$71.2K -576 -4%
SWA
209
Stratos Wealth Advisors
Ohio
$1.9M -$30.2K -244 -2%
ONB
210
Old National Bancorp
Indiana
$1.85M +$1.85M +14,958 New
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$1.84M -$14.1K -114 -0.8%
P
212
&Partners
Tennessee
$1.83M +$134K +1,082 +8%
Kovitz Investment Group Partners
213
Kovitz Investment Group Partners
Illinois
$1.82M -$181K -1,467 -9%
Franklin Resources
214
Franklin Resources
California
$1.82M +$705K +5,701 +63%
JIC
215
Johnson Investment Counsel
Ohio
$1.81M -$17.8K -144 -1%
William Blair & Company
216
William Blair & Company
Illinois
$1.76M -$176K -1,424 -9%
PFA
217
Pure Financial Advisors
California
$1.74M +$192K +1,556 +12%
CA
218
Cornerstone Advisory
Maryland
$1.73M – – –
CWM
219
C2C Wealth Management
Arizona
$1.73M -$10.1K -82 -0.6%
TPCW
220
TD Private Client Wealth
New York
$1.71M -$509K -4,119 -23%
SWA
221
SOA Wealth Advisors
New York
$1.7M -$243K -1,965 -12%
AWA
222
Arkadios Wealth Advisors
Georgia
$1.69M +$924K +7,477 +121%
RA
223
Rodgers & Associates
Pennsylvania
$1.68M -$22.5K -182 -1%
RSF
224
Rik Saylor Financial
Ohio
$1.66M -$53.6K -434 -3%
SFO
225
Stenger Family Office
Illinois
$1.65M +$1.65M +13,128 New
7 8
9
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