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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
JIC
251
Johnson Investment Counsel
Ohio
$1.63M
First Trust Advisors
252
First Trust Advisors
Illinois
$1.62M
RDFA
253
Ritter Daniher Financial Advisory
Ohio
$1.62M
HOWA
254
Hudson Oak Wealth Advisory
New Jersey
$1.6M
BSB
255
Bangor Savings Bank
Maine
$1.6M
MMHP
256
Murphy Middleton Hinkle & Parker
Georgia
$1.59M
William Blair & Company
257
William Blair & Company
Illinois
$1.58M
SWA
258
SOA Wealth Advisors
New York
$1.57M
CGA
259
Crescent Grove Advisors
Illinois
$1.56M
BM
260
Berman McAleer
Maryland
$1.56M
VA
261
Valmark Advisers
Ohio
$1.56M
SFO
262
Stenger Family Office
Illinois
$1.56M
Bessemer Group
263
Bessemer Group
New Jersey
$1.55M
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$1.54M
PAA
265
Peregrine Asset Advisers
Oregon
$1.49M
AWM
266
AE Wealth Management
Kansas
$1.46M
VC
267
Vicus Capital
Pennsylvania
$1.46M
PPW
268
Presilium Private Wealth
Pennsylvania
$1.42M
KL
269
Keenan LLC
Massachusetts
$1.41M
VT
270
Vise Technologies
New York
$1.41M
KP
271
Keel Point
Alabama
$1.41M
AFC
272
AFT Forsyth & Company
Florida
$1.37M
AIP
273
Ameritas Investment Partners
Nebraska
$1.34M
PFM
274
Phillips Financial Management
Indiana
$1.34M
OIA
275
OneDigital Investment Advisors
Kansas
$1.33M