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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
BSB
251
Bangor Savings Bank
Maine
$1.6M
MMHP
252
Murphy Middleton Hinkle & Parker
Georgia
$1.59M
William Blair & Company
253
William Blair & Company
Illinois
$1.58M
SWA
254
SOA Wealth Advisors
New York
$1.57M
CGA
255
Crescent Grove Advisors
Illinois
$1.56M
BM
256
Berman McAleer
Maryland
$1.56M
VA
257
Valmark Advisers
Ohio
$1.56M
SFO
258
Stenger Family Office
Illinois
$1.56M
Bessemer Group
259
Bessemer Group
New Jersey
$1.55M
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$1.54M
PAA
261
Peregrine Asset Advisers
Oregon
$1.49M
AWM
262
AE Wealth Management
Kansas
$1.46M
VC
263
Vicus Capital
Pennsylvania
$1.46M
PPW
264
Presilium Private Wealth
Pennsylvania
$1.42M
KL
265
Keenan LLC
Massachusetts
$1.41M
VT
266
Vise Technologies
New York
$1.41M
AFC
267
AFT Forsyth & Company
Florida
$1.37M
AIP
268
Ameritas Investment Partners
Nebraska
$1.34M
PFM
269
Phillips Financial Management
Indiana
$1.34M
OIA
270
OneDigital Investment Advisors
Kansas
$1.33M
FB
271
Fulton Bank
Pennsylvania
$1.26M
APW
272
Alliance Private Wealth
Massachusetts
$1.24M
NL
273
NWAM LLC
Washington
$1.24M
GPW
274
Genesis Private Wealth
Virginia
$1.24M
ANTB
275
AMG National Trust Bank
Colorado
$1.24M