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

809 hedge funds and large institutions have $5.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 264 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.99%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
58
Increased
241
Reduced
264
Closed
50
Calls
–
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$238K

Top Buyers

1
WIA
World Investment Advisors
California
+$25.8M
2
LPL Financial
LPL Financial
California
+$19.5M
3
WANY
Wealthspire Advisors (New York)
New York
+$17.5M
4
Wells Fargo
Wells Fargo
California
+$17.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$18M
3
JE
JMAC Enterprises
Pennsylvania
-$9.57M
4
Ameriprise
Ameriprise
Minnesota
-$7.96M
5
UBS Group
UBS Group
Switzerland
-$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$495M +$9.05M +75,615 +2%
Wells Fargo
2
Wells Fargo
California
$445M +$17.2M +143,345 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$385M -$18M -150,569 -4%
Bank of America
4
Bank of America
North Carolina
$284M +$3.53M +29,518 +1%
UBS Group
5
UBS Group
Switzerland
$251M -$7.42M -61,994 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$237M +$13.9M +116,156 +6%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$170M +$964K +8,049 +0.6%
DADC
8
D.A. Davidson & Co
Montana
$110M +$2.96M +24,732 +3%
Ameriprise
9
Ameriprise
Minnesota
$110M -$7.96M -66,399 -7%
Raymond James Financial
10
Raymond James Financial
Florida
$105M +$2.8M +23,414 +3%
LPL Financial
11
LPL Financial
California
$97.9M +$19.5M +163,256 +25%
CFB
12
Cullen/Frost Bankers
Texas
$88.8M +$4.4M +36,736 +5%
Northern Trust
13
Northern Trust
Illinois
$85.4M +$1.01M +8,450 +1%
Financial Engines Advisors
14
Financial Engines Advisors
California
$80.5M -$2.16M -18,006 -3%
EK
15
Evensky & Katz
Florida
$70.9M -$5.34M -44,565 -7%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$70.8M -$816K -6,816 -1%
MWA
17
Midland Wealth Advisors
Illinois
$70.2M +$887K +7,405 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$65M +$2.18M +18,171 +3%
WJA
19
Willis Johnson & Associates
Texas
$55M +$476K +3,974 +0.9%
GHA
20
GW Henssler & Associates
Georgia
$53.3M +$3.08M +25,736 +6%
HighTower Advisors
21
HighTower Advisors
Illinois
$52.5M +$5.71M +47,686 +12%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$51.4M +$469K +3,921 +0.9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$49.1M -$911K -7,609 -2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$40.8M -$2.45M -20,469 -6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$40M -$832K -6,952 -2%
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