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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
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
$212K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VW
226
Vance Wealth
California
$1.91M
WCL
227
Wealth Care LLC
Florida
$1.89M
PB
228
Pinnacle Bancorp
Nebraska
$1.87M
CA
229
Cornerstone Advisory
Maryland
$1.85M
CWM
230
C2C Wealth Management
Arizona
$1.85M
CT
231
Caldwell Trust
Florida
$1.84M
PFA
232
Pure Financial Advisors
California
$1.83M
CA
233
Clearstead Advisors
Ohio
$1.82M
QPWM
234
Quadrant Private Wealth Management
Pennsylvania
$1.82M
RA
235
Rodgers & Associates
Pennsylvania
$1.81M
CPIG
236
Chicago Partners Investment Group
Illinois
$1.8M
AT
237
American Trust
Kentucky
$1.76M
AWM
238
Accurate Wealth Management
Florida
$1.75M
TIM
239
Thompson Investment Management
Wisconsin
$1.75M
CTC
240
Corundum Trust Company
South Dakota
$1.74M
AWM
241
Apollon Wealth Management
South Carolina
$1.74M
CBU
242
CIBC Bancorp USA
Illinois
$1.73M
GWMR
243
GC Wealth Management RIA
Massachusetts
$1.72M
UBS AM
244
UBS AM
Illinois
$1.71M
NPFS
245
Novak & Powell Financial Services
Florida
$1.71M
SWM
246
Shakespeare Wealth Management
Wisconsin
$1.69M
HIA
247
Harbor Investment Advisory
Maryland
$1.68M
SPC
248
Sigma Planning Corp
Michigan
$1.67M
RSF
249
Rik Saylor Financial
Ohio
$1.66M
WT
250
Whittier Trust
California
$1.65M