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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
EWM
376
EPG Wealth Management
Georgia
$607K
AWA
377
American Wealth Advisors
Georgia
$606K
RIM
378
Rockbridge Investment Management
New York
$605K
YIH
379
Y-Intercept (HK)
Hong Kong
$603K
SBWIC
380
Schaper Benz & Wise Investment Counsel
Wisconsin
$597K
MBT
381
Montecito Bank & Trust
California
$595K
APP
382
Avantax Planning Partners
Iowa
$589K
WAM
383
Weinberger Asset Management
California
$589K
YAIA
384
Yanni & Associates Investment Advisors
Pennsylvania
$583K
PWM
385
Partners Wealth Management
California
$582K
B
386
Bailard
California
$581K
CSIC
387
Clifford Swan Investment Counsel
California
$578K
DC
388
Destiny Capital
Colorado
$573K
TSWM
389
Triangle Securities Wealth Management
North Carolina
$568K
NGA
390
Naples Global Advisors
Florida
$554K
AA
391
Ancora Advisors
Ohio
$553K
CPC
392
Cookson Peirce & Co
Pennsylvania
$552K
FCAS
393
First Command Advisory Services
Texas
$550K
CAG
394
Crestwood Advisors Group
Massachusetts
$550K
CCMG
395
Clark Capital Management Group
Pennsylvania
$550K
CIA
396
Capital Investment Advisors
Georgia
$550K
ACA
397
Anchor Capital Advisors
Massachusetts
$542K
BFA
398
Beaumont Financial Advisors
Massachusetts
$539K
BFAG
399
Blackston Financial Advisory Group
Florida
$537K
IA
400
IFG Advisors
Missouri
$531K