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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
WAS
201
Wealth Advisory Solutions
Indiana
$2.38M
OPW
202
Oxler Private Wealth
New York
$2.37M
QPWM
203
Quadrant Private Wealth Management
Pennsylvania
$2.37M
AF
204
Allworth Financial
California
$2.35M
DBIA
205
Dumont & Blake Investment Advisors
New Jersey
$2.35M
OA
206
Operose Advisors
Wisconsin
$2.34M
TPCW
207
TD Private Client Wealth
New York
$2.29M
SCM
208
Stordahl Capital Management
Colorado
$2.29M
P
209
&Partners
Tennessee
$2.28M
ONB
210
Old National Bancorp
Indiana
$2.26M
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$2.26M
AIP
212
Almanack Investment Partners
Pennsylvania
$2.26M
OWM
213
Opes Wealth Management
California
$2.23M
PIS
214
POM Investment Strategies
North Carolina
$2.21M
VW
215
Vance Wealth
California
$2.2M
EH
216
Equitable Holdings
New York
$2.18M
AWM
217
Avior Wealth Management
Nebraska
$2.17M
BCG
218
Breakwater Capital Group
New Jersey
$2.16M
FGWP
219
Founders Grove Wealth Partners
Virginia
$2.14M
SCG
220
Sonata Capital Group
Washington
$2.13M
FCBT
221
First Citizens Bank & Trust
North Carolina
$2.12M
ST
222
Sageworth Trust
Pennsylvania
$2.11M
AllianceBernstein
223
AllianceBernstein
Tennessee
$2.08M
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$2.03M
SFS
225
Sowell Financial Services
Arkansas
$2.02M