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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
AIA
301
AssuredPartners Investment Advisors
Florida
$1.05M
ABWM
302
Alpine Bank Wealth Management
Colorado
$1.05M
TCBWMS
303
Texas Capital Bank Wealth Management Services
Texas
$1.03M
WFA
304
Wellspring Financial Advisors
Ohio
$1.03M
JFG
305
JMG Financial Group
Illinois
$1.03M
FF
306
Finley Financial
Nevada
$1.03M
DTC
307
Davidson Trust Company
Washington
$1.02M
HFRG
308
Houlihan Financial Resource Group
Virginia
$1.02M
KA
309
KLCM Advisors
Wisconsin
$1.02M
RIG
310
Ramiah Investment Group
Wisconsin
$1.01M
CW
311
CreativeOne Wealth
Kansas
$1.01M
AFG
312
Atomi Financial Group
New York
$1.01M
DWP
313
Daymark Wealth Partners
Ohio
$960K
IWB
314
Innovative Wealth Building
Maryland
$959K
AEPWM
315
Atlantic Edge Private Wealth Management
Florida
$948K
MAM
316
Mystic Asset Management
Rhode Island
$928K
GP
317
GLR Partners
Maryland
$928K
SCM
318
SCS Capital Management
Massachusetts
$921K
NCM
319
Narwhal Capital Management
Georgia
$917K
SC
320
Savant Capital
Illinois
$893K
Jane Street
321
Jane Street
New York
$887K
MIC
322
Meridian Investment Counsel
California
$881K
VVP
323
Venture Visionary Partners
Ohio
$873K
MIA
324
MainStreet Investment Advisors
Illinois
$871K
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$871K