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iShares S&P Mid-Cap 400 Value ETF

841 hedge funds and large institutions have $5.76B invested in iShares S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 290 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

0.55% more ownership

Funds ownership: 71.54%72.09% (+0.55%)

0% more funds holding

Funds holding: 838841 (+3)

2% less capital invested

Capital invested by funds: $5.89B → $5.76B (-$128M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

26% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 290

Holders
841
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
10.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.2%
New
67
Increased
215
Reduced
290
Closed
46
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
-$380K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$543M +$38.9M +284,247 +7%
Morgan Stanley
2
Morgan Stanley
New York
$535M +$5.46M +39,883 +1%
Wells Fargo
3
Wells Fargo
California
$455M -$12.1M -88,447 -3%
Bank of America
4
Bank of America
North Carolina
$318M +$4.1M +29,909 +1%
UBS Group
5
UBS Group
Switzerland
$296M +$13.4M +97,676 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$291M +$45.6M +333,089 +18%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$179M +$1.33M +9,695 +0.7%
DADC
8
D.A. Davidson & Co
Montana
$145M +$5.22M +38,084 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$122M +$17.3M +126,569 +16%
CFB
10
Cullen/Frost Bankers
Texas
$109M -$825K -6,023 -0.7%
LPL Financial
11
LPL Financial
California
$102M -$3.61M -26,395 -3%
Northern Trust
12
Northern Trust
Illinois
$89.1M -$25.3K -185 -0%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$84.7M +$786K +5,742 +0.9%
Financial Engines Advisors
14
Financial Engines Advisors
California
$82.9M -$5.1M -37,207 -6%
Ameriprise
15
Ameriprise
Minnesota
$79.6M -$14.4M -105,461 -15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$74M +$2.79M +20,382 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$56.7M +$717K +5,238 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$54M -$1M -7,318 -2%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$53.6M +$17M +123,893 +43%
HighTower Advisors
20
HighTower Advisors
Illinois
$50.4M -$5.89M -42,978 -10%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$45.2M -$402K -2,935 -0.9%
EK
22
Evensky & Katz
Florida
$44.4M -$1.47M -10,710 -3%
MCM
23
MAI Capital Management
Ohio
$43.1M -$640K -4,675 -1%
MWA
24
Midland Wealth Advisors
Illinois
$38M -$2.88M -21,034 -7%
WSFS
25
Wilmington Savings Fund Society
Delaware
$37.6M -$1.73M -12,626 -4%