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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
DA
426
Doliver Advisors
Texas
$479K
KPWS
427
Kestra Private Wealth Services
Texas
$474K
CL
428
Choreo LLC
Illinois
$472K
FM
429
Foster & Motley
Ohio
$469K
WS
430
Wedbush Securities
California
$467K
FFG
431
Fiduciary Financial Group
California
$466K
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$462K
SIC
433
Sigma Investment Counselors
Michigan
$461K
GTAM
434
Global Trust Asset Management
Florida
$461K
PA
435
PFG Advisors
Arizona
$459K
GA
436
Goldstein Advisors
Wisconsin
$453K
AUB
437
Atlantic Union Bankshares
Virginia
$453K
VW
438
Veridan Wealth
Oregon
$452K
BHBT
439
Burke & Herbert Bank & Trust
Virginia
$449K
SFGM
440
Stonebridge Financial Group (Missouri)
Missouri
$449K
ATC
441
Argent Trust Co
Tennessee
$447K
BFO
442
Boston Family Office
Massachusetts
$444K
MCM
443
MidAtlantic Capital Management
Virginia
$443K
AAS
444
Ameritas Advisory Services
Nebraska
$440K
SM
445
Sensible Money
Arizona
$439K
SFG
446
Sage Financial Group
Pennsylvania
$436K
AIA
447
Ally Invest Advisors
North Carolina
$434K
EWA
448
EverSource Wealth Advisors
Alabama
$428K
HP
449
Holistic Planning
Texas
$428K
SW
450
SlateStone Wealth
Florida
$427K