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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
FCAS
401
First Command Advisory Services
Texas
$550K
CAG
402
Crestwood Advisors Group
Massachusetts
$550K
CCMG
403
Clark Capital Management Group
Pennsylvania
$550K
CIA
404
Capital Investment Advisors
Georgia
$550K
ACA
405
Anchor Capital Advisors
Massachusetts
$542K
BFA
406
Beaumont Financial Advisors
Massachusetts
$539K
BFAG
407
Blackston Financial Advisory Group
Florida
$537K
IA
408
IFG Advisors
Missouri
$531K
IAA
409
Ironsides Asset Advisors
North Carolina
$530K
RWM
410
Riverbend Wealth Management
South Carolina
$530K
WFM
411
Wolff Financial Management
Michigan
$530K
BFS
412
Bradley Foster & Sargent
Connecticut
$527K
AL
413
Aspiriant LLC
California
$527K
MCM
414
MV Capital Management
Maryland
$524K
HI
415
Hyundai Investments
South Korea
$523K
RSA
416
River Street Advisors
Illinois
$518K
PCA
417
Purkiss Capital Advisors
Connecticut
$518K
TRCT
418
Tower Research Capital (TRC)
New York
$515K
FFWA
419
FRG Family Wealth Advisors
Washington
$515K
PS
420
Principal Securities
Iowa
$514K
CWM
421
Calamos Wealth Management
Illinois
$512K
Calamos Advisors
422
Calamos Advisors
Illinois
$512K
AL
423
ARWA LLC
Texas
$510K
PPC
424
Park Place Capital
Alabama
$508K
SG
425
StoneX Group
New York
$507K