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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
HCA
326
Harbour Capital Advisors
Virginia
$858K
MGIA
327
Matthew Goff Investment Advisor
Texas
$853K
PWAM
328
Private Wealth Asset Management
Iowa
$848K
BWCS
329
Beirne Wealth Consulting Services
Connecticut
$846K
KBFS
330
Kohmann Bosshard Financial Services
Ohio
$841K
UCFA
331
United Capital Financial Advisors
Texas
$838K
SWP
332
Stratos Wealth Partners
Ohio
$836K
MF
333
Meridian Financial
Massachusetts
$835K
SWM
334
StoneCrest Wealth Management
Arizona
$827K
GAM
335
Griffin Asset Management
New York
$820K
FPAS
336
Focus Partners Advisor Solutions
Missouri
$809K
USCWA
337
U.S. Capital Wealth Advisors
Texas
$808K
KF
338
Krilogy Financial
Missouri
$798K
QCM
339
QRG Capital Management
Illinois
$798K
EW
340
Evoke Wealth
California
$797K
RA
341
RFG Advisory
Alabama
$789K
BAMG
342
Brand Asset Management Group
Missouri
$774K
EGWAG
343
Elwood & Goetz Wealth Advisory Group
Georgia
$772K
IBOK
344
Independence Bank of Kentucky
Kentucky
$772K
BCA
345
Bay Capital Advisors
Virginia
$768K
GSWM
346
Greenup Street Wealth Management
Michigan
$759K
GHA
347
GW Henssler & Associates
Georgia
$752K
VNT
348
Vanguard National Trust
Pennsylvania
$749K
CWM
349
Connecticut Wealth Management
Connecticut
$738K
CFGA
350
Cambridge Financial Group (Arizona)
Arizona
$738K