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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
HFRG
301
Houlihan Financial Resource Group
Virginia
$1.02M
KA
302
KLCM Advisors
Wisconsin
$1.02M
CW
303
CreativeOne Wealth
Kansas
$1.01M
AFG
304
Atomi Financial Group
New York
$1.01M
DWP
305
Daymark Wealth Partners
Ohio
$960K
IWB
306
Innovative Wealth Building
Maryland
$959K
AEPWM
307
Atlantic Edge Private Wealth Management
Florida
$948K
MAM
308
Mystic Asset Management
Rhode Island
$928K
GP
309
GLR Partners
Maryland
$928K
SCM
310
SCS Capital Management
Massachusetts
$921K
NCM
311
Narwhal Capital Management
Georgia
$917K
SC
312
Savant Capital
Illinois
$893K
Jane Street
313
Jane Street
New York
$887K
MIC
314
Meridian Investment Counsel
California
$881K
VVP
315
Venture Visionary Partners
Ohio
$873K
MIA
316
MainStreet Investment Advisors
Illinois
$871K
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$871K
HCA
318
Harbour Capital Advisors
Virginia
$858K
MGIA
319
Matthew Goff Investment Advisor
Texas
$853K
PWAM
320
Private Wealth Asset Management
Iowa
$848K
BWCS
321
Beirne Wealth Consulting Services
Connecticut
$846K
KBFS
322
Kohmann Bosshard Financial Services
Ohio
$841K
UCFA
323
United Capital Financial Advisors
Texas
$838K
SWP
324
Stratos Wealth Partners
Ohio
$836K
MF
325
Meridian Financial
Massachusetts
$835K