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

798 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, 199 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
10.7%
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
199
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 %
Morgan Stanley
1
Morgan Stanley
New York
$529M +$17.3M +139,616 +3%
Wells Fargo
2
Wells Fargo
California
$457M -$3.04M -24,581 -0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$438M +$40.8M +329,830 +10%
Bank of America
4
Bank of America
North Carolina
$296M +$2.43M +19,672 +0.8%
UBS Group
5
UBS Group
Switzerland
$253M -$6.01M -48,638 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$233M -$11.2M -90,550 -5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$161M -$14.3M -116,081 -8%
DADC
8
D.A. Davidson & Co
Montana
$118M +$4M +32,385 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$105M -$3.43M -27,761 -3%
Ameriprise
10
Ameriprise
Minnesota
$103M -$11M -88,677 -10%
CFB
11
Cullen/Frost Bankers
Texas
$103M +$11.1M +90,152 +12%
LPL Financial
12
LPL Financial
California
$98.9M -$2.08M -16,803 -2%
Northern Trust
13
Northern Trust
Illinois
$89M +$828K +6,701 +0.9%
Financial Engines Advisors
14
Financial Engines Advisors
California
$85.7M +$2.65M +21,446 +3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$77.4M +$4.36M +35,310 +6%
MWA
16
Midland Wealth Advisors
Illinois
$74.1M +$1.61M +13,041 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$72.6M +$5.52M +44,686 +8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$59.3M +$8.61M +69,696 +17%
WJA
19
Willis Johnson & Associates
Texas
$58.1M +$1.37M +11,094 +2%
EK
20
Evensky & Katz
Florida
$56M -$17.2M -139,260 -24%
GHA
21
GW Henssler & Associates
Georgia
$55.8M +$835K +6,756 +2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$52.2M -$781K -6,317 -1%
HighTower Advisors
23
HighTower Advisors
Illinois
$49.2M -$4.96M -40,099 -9%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$41.3M -$806K -6,523 -2%
MCM
25
MAI Capital Management
Ohio
$41.1M +$276K +2,232 +0.7%
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