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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
HWM
276
HighMark Wealth Management
Minnesota
$1.23M
PFG
277
Pacific Financial Group
Washington
$1.21M
AHC
278
Anderson Hoagland & Co
Missouri
$1.19M
SQA
279
Simon Quick Advisors
New Jersey
$1.18M
FPGK
280
Financial Partners Group (Kansas)
Kansas
$1.17M
CPA
281
Cardiff Park Advisors
California
$1.17M
TCIIS
282
TIAA-CREF Individual & Institutional Services
New York
$1.16M
Citigroup
283
Citigroup
New York
$1.15M
WP
284
WealthShield Partners
North Carolina
$1.12M
TC
285
TAGStone Capital
North Carolina
$1.11M
EL
286
Essex LLC
Illinois
$1.11M
CFG
287
Compass Financial Group
Ohio
$1.1M
CAL
288
Capital Analysts LLC
Pennsylvania
$1.1M
WB
289
WesBanco Bank
West Virginia
$1.09M
AGP
290
Aspire Growth Partners
Florida
$1.07M
SDWMA
291
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M
Franklin Resources
292
Franklin Resources
California
$1.06M
CFG
293
Citizens Financial Group
Rhode Island
$1.05M
AIA
294
AssuredPartners Investment Advisors
Florida
$1.05M
ABWM
295
Alpine Bank Wealth Management
Colorado
$1.05M
TCBWMS
296
Texas Capital Bank Wealth Management Services
Texas
$1.03M
WFA
297
Wellspring Financial Advisors
Ohio
$1.03M
JFG
298
JMG Financial Group
Illinois
$1.03M
FF
299
Finley Financial
Nevada
$1.03M
DTC
300
Davidson Trust Company
Washington
$1.02M