We are live on ! Find out more
IJJ icon

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
RSWM
351
Robertson Stephens Wealth Management
California
$737K
PTC
352
Private Trust Company
Ohio
$730K
MWM
353
Mission Wealth Management
California
$729K
IFG
354
Independent Financial Group
California
$719K
TPBG
355
Turning Point Benefit Group
Maryland
$717K
FCAM
356
First Citizens Asset Management
North Carolina
$708K
AAP
357
Arax Advisory Partners
Colorado
$707K
MA
358
MONECO Advisors
Connecticut
$691K
SI
359
Saxon Interests
Texas
$685K
PFA
360
Pinnacle Family Advisors
Missouri
$682K
LPAM
361
Lodestar Private Asset Management
California
$680K
CA
362
Cambridge Advisors
Nebraska
$679K
AW
363
Apricus Wealth
South Carolina
$678K
PA
364
Parallel Advisors
California
$676K
FA
365
Fiduciary Alliance
South Carolina
$670K
KCM
366
Kanawha Capital Management
Virginia
$670K
MMA
367
Miracle Mile Advisors
California
$666K
SB
368
Strategic Blueprint
Georgia
$664K
SIM
369
Stratos Investment Management
Ohio
$664K
FC
370
Fairscale Capital
New Hampshire
$659K
CA
371
Claro Advisors
Massachusetts
$650K
GVAG
372
Great Valley Advisor Group
Delaware
$648K
AFTS
373
American Financial & Tax Strategies
New York
$647K
AC
374
AWM Capital
Arizona
$639K
BOS
375
Bank of Stockton
California
$635K