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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
PAS
376
PKS Advisory Services
New York
$626K
MCA
377
MSH Capital Advisors
Arizona
$626K
FA
378
FC Advisory
Pennsylvania
$625K
PWP
379
Perfromance Wealth Partners
Illinois
$616K
NHC
380
Nicholas Hoffman & Company
Georgia
$613K
MWM
381
Meridian Wealth Management
Kentucky
$613K
PFA
382
Professional Financial Advisors
Nebraska
$610K
FHC
383
First Horizon Corporation
Tennessee
$608K
EWM
384
EPG Wealth Management
Georgia
$607K
AWA
385
American Wealth Advisors
Georgia
$606K
RIM
386
Rockbridge Investment Management
New York
$605K
YIH
387
Y-Intercept (HK)
Hong Kong
$603K
SBWIC
388
Schaper Benz & Wise Investment Counsel
Wisconsin
$597K
MBT
389
Montecito Bank & Trust
California
$595K
APP
390
Avantax Planning Partners
Iowa
$589K
WAM
391
Weinberger Asset Management
California
$589K
YAIA
392
Yanni & Associates Investment Advisors
Pennsylvania
$583K
PWM
393
Partners Wealth Management
California
$582K
B
394
Bailard
California
$581K
CSIC
395
Clifford Swan Investment Counsel
California
$578K
DC
396
Destiny Capital
Colorado
$573K
TSWM
397
Triangle Securities Wealth Management
North Carolina
$568K
NGA
398
Naples Global Advisors
Florida
$554K
AA
399
Ancora Advisors
Ohio
$553K
CPC
400
Cookson Peirce & Co
Pennsylvania
$552K