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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
FB
276
Fulton Bank
Pennsylvania
$1.26M
APW
277
Alliance Private Wealth
Massachusetts
$1.24M
NL
278
NWAM LLC
Washington
$1.24M
GPW
279
Genesis Private Wealth
Virginia
$1.24M
ANTB
280
AMG National Trust Bank
Colorado
$1.24M
HWM
281
HighMark Wealth Management
Minnesota
$1.23M
PFG
282
Pacific Financial Group
Washington
$1.21M
AHC
283
Anderson Hoagland & Co
Missouri
$1.19M
SQA
284
Simon Quick Advisors
New Jersey
$1.18M
FPGK
285
Financial Partners Group (Kansas)
Kansas
$1.17M
CPA
286
Cardiff Park Advisors
California
$1.17M
TCIIS
287
TIAA-CREF Individual & Institutional Services
New York
$1.16M
Citigroup
288
Citigroup
New York
$1.15M
FWP
289
FAS Wealth Partners
Kansas
$1.13M
WP
290
WealthShield Partners
North Carolina
$1.12M
NA
291
NewEdge Advisors
Louisiana
$1.11M
TC
292
TAGStone Capital
North Carolina
$1.11M
EL
293
Essex LLC
Illinois
$1.11M
CFG
294
Compass Financial Group
Ohio
$1.1M
CAL
295
Capital Analysts LLC
Pennsylvania
$1.1M
WB
296
WesBanco Bank
West Virginia
$1.09M
AGP
297
Aspire Growth Partners
Florida
$1.07M
SDWMA
298
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M
Franklin Resources
299
Franklin Resources
California
$1.06M
CFG
300
Citizens Financial Group
Rhode Island
$1.05M