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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
OPW
201
Oxler Private Wealth
New York
$2.37M
QPWM
202
Quadrant Private Wealth Management
Pennsylvania
$2.37M
AF
203
Allworth Financial
California
$2.35M
DBIA
204
Dumont & Blake Investment Advisors
New Jersey
$2.35M
OA
205
Operose Advisors
Wisconsin
$2.34M
TPCW
206
TD Private Client Wealth
New York
$2.29M
SCM
207
Stordahl Capital Management
Colorado
$2.29M
P
208
&Partners
Tennessee
$2.28M
ONB
209
Old National Bancorp
Indiana
$2.26M
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$2.26M
AIP
211
Almanack Investment Partners
Pennsylvania
$2.26M
OWM
212
Opes Wealth Management
California
$2.23M
PIS
213
POM Investment Strategies
North Carolina
$2.21M
VW
214
Vance Wealth
California
$2.2M
EH
215
Equitable Holdings
New York
$2.18M
AWM
216
Avior Wealth Management
Nebraska
$2.17M
BCG
217
Breakwater Capital Group
New Jersey
$2.16M
FGWP
218
Founders Grove Wealth Partners
Virginia
$2.14M
SCG
219
Sonata Capital Group
Washington
$2.13M
FCBT
220
First Citizens Bank & Trust
North Carolina
$2.12M
ST
221
Sageworth Trust
Pennsylvania
$2.11M
AllianceBernstein
222
AllianceBernstein
Tennessee
$2.08M
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$2.03M
SFS
224
Sowell Financial Services
Arkansas
$2.02M
KWM
225
Kingsview Wealth Management
Oregon
$2.01M