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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
SI
351
Saxon Interests
Texas
$685K
PFA
352
Pinnacle Family Advisors
Missouri
$682K
LPAM
353
Lodestar Private Asset Management
California
$680K
CA
354
Cambridge Advisors
Nebraska
$679K
AW
355
Apricus Wealth
South Carolina
$678K
PA
356
Parallel Advisors
California
$676K
FA
357
Fiduciary Alliance
South Carolina
$670K
KCM
358
Kanawha Capital Management
Virginia
$670K
MMA
359
Miracle Mile Advisors
California
$666K
SB
360
Strategic Blueprint
Georgia
$664K
SIM
361
Stratos Investment Management
Ohio
$664K
FC
362
Fairscale Capital
New Hampshire
$659K
CA
363
Claro Advisors
Massachusetts
$650K
GVAG
364
Great Valley Advisor Group
Delaware
$648K
AFTS
365
American Financial & Tax Strategies
New York
$647K
AC
366
AWM Capital
Arizona
$639K
BOS
367
Bank of Stockton
California
$635K
PAS
368
PKS Advisory Services
New York
$626K
MCA
369
MSH Capital Advisors
Arizona
$626K
FA
370
FC Advisory
Pennsylvania
$625K
PWP
371
Perfromance Wealth Partners
Illinois
$616K
NHC
372
Nicholas Hoffman & Company
Georgia
$613K
MWM
373
Meridian Wealth Management
Kentucky
$613K
PFA
374
Professional Financial Advisors
Nebraska
$610K
FHC
375
First Horizon Corporation
Tennessee
$608K