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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
IAA
401
Ironsides Asset Advisors
North Carolina
$530K
RWM
402
Riverbend Wealth Management
South Carolina
$530K
WFM
403
Wolff Financial Management
Michigan
$530K
BFS
404
Bradley Foster & Sargent
Connecticut
$527K
AL
405
Aspiriant LLC
California
$527K
MCM
406
MV Capital Management
Maryland
$524K
HI
407
Hyundai Investments
South Korea
$523K
RSA
408
River Street Advisors
Illinois
$518K
PCA
409
Purkiss Capital Advisors
Connecticut
$518K
TRCT
410
Tower Research Capital (TRC)
New York
$515K
FFWA
411
FRG Family Wealth Advisors
Washington
$515K
PS
412
Principal Securities
Iowa
$514K
CWM
413
Calamos Wealth Management
Illinois
$512K
Calamos Advisors
414
Calamos Advisors
Illinois
$512K
AL
415
ARWA LLC
Texas
$510K
PPC
416
Park Place Capital
Alabama
$508K
SG
417
StoneX Group
New York
$507K
SOS
418
Silver Oak Securities
Tennessee
$506K
FA
419
Financial Alternatives
California
$504K
SC
420
SouthState Corp
Florida
$501K
LWM
421
Liberty Wealth Management
California
$497K
CAM
422
Close Asset Management
United Kingdom
$495K
TSW
423
Thompson Siegel & Walmsley
Virginia
$486K
TWM
424
Topsail Wealth Management
North Carolina
$485K
LOWM
425
Laurel Oak Wealth Management
New Jersey
$482K