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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
SWM
326
StoneCrest Wealth Management
Arizona
$827K
GAM
327
Griffin Asset Management
New York
$820K
FPAS
328
Focus Partners Advisor Solutions
Missouri
$809K
USCWA
329
U.S. Capital Wealth Advisors
Texas
$808K
KF
330
Krilogy Financial
Missouri
$798K
QCM
331
QRG Capital Management
Illinois
$798K
EW
332
Evoke Wealth
California
$797K
RA
333
RFG Advisory
Alabama
$789K
BAMG
334
Brand Asset Management Group
Missouri
$774K
EGWAG
335
Elwood & Goetz Wealth Advisory Group
Georgia
$772K
IBOK
336
Independence Bank of Kentucky
Kentucky
$772K
BCA
337
Bay Capital Advisors
Virginia
$768K
GSWM
338
Greenup Street Wealth Management
Michigan
$759K
GHA
339
GW Henssler & Associates
Georgia
$752K
VNT
340
Vanguard National Trust
Pennsylvania
$749K
CWM
341
Connecticut Wealth Management
Connecticut
$738K
CFGA
342
Cambridge Financial Group (Arizona)
Arizona
$738K
RSWM
343
Robertson Stephens Wealth Management
California
$737K
PTC
344
Private Trust Company
Ohio
$730K
MWM
345
Mission Wealth Management
California
$729K
IFG
346
Independent Financial Group
California
$719K
TPBG
347
Turning Point Benefit Group
Maryland
$717K
FCAM
348
First Citizens Asset Management
North Carolina
$708K
AAP
349
Arax Advisory Partners
Colorado
$707K
MA
350
MONECO Advisors
Connecticut
$691K