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iShares S&P Mid-Cap 400 Value ETF

831 hedge funds and large institutions have $5.73B 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, 213 increasing their positions, 283 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

25% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 283

Holders
831
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$212K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
C2C Wealth Management
Arizona
$1.85M
CT
227
Caldwell Trust
Florida
$1.84M
PFA
228
Pure Financial Advisors
California
$1.83M
CA
229
Clearstead Advisors
Ohio
$1.82M
QPWM
230
Quadrant Private Wealth Management
Pennsylvania
$1.82M
RA
231
Rodgers & Associates
Pennsylvania
$1.81M
CPIG
232
Chicago Partners Investment Group
Illinois
$1.8M
AT
233
American Trust
Kentucky
$1.76M
AWM
234
Accurate Wealth Management
Florida
$1.75M
TIM
235
Thompson Investment Management
Wisconsin
$1.75M
CTC
236
Corundum Trust Company
South Dakota
$1.74M
AWM
237
Apollon Wealth Management
South Carolina
$1.74M
CBU
238
CIBC Bancorp USA
Illinois
$1.73M
GWMR
239
GC Wealth Management RIA
Massachusetts
$1.72M
UBS AM
240
UBS AM
Illinois
$1.71M
NPFS
241
Novak & Powell Financial Services
Florida
$1.71M
SWM
242
Shakespeare Wealth Management
Wisconsin
$1.69M
HIA
243
Harbor Investment Advisory
Maryland
$1.68M
SPC
244
Sigma Planning Corp
Michigan
$1.67M
RSF
245
Rik Saylor Financial
Ohio
$1.66M
WT
246
Whittier Trust
California
$1.65M
JIC
247
Johnson Investment Counsel
Ohio
$1.63M
First Trust Advisors
248
First Trust Advisors
Illinois
$1.62M
RDFA
249
Ritter Daniher Financial Advisory
Ohio
$1.62M
HOWA
250
Hudson Oak Wealth Advisory
New Jersey
$1.6M