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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
MCM
451
MidAtlantic Capital Management
Virginia
$443K
AAS
452
Ameritas Advisory Services
Nebraska
$440K
SM
453
Sensible Money
Arizona
$439K
SFG
454
Sage Financial Group
Pennsylvania
$436K
AIA
455
Ally Invest Advisors
North Carolina
$434K
EWA
456
EverSource Wealth Advisors
Alabama
$428K
HP
457
Holistic Planning
Texas
$428K
SW
458
SlateStone Wealth
Florida
$427K
IWC
459
Integrated Wealth Concepts
Massachusetts
$427K
FCFC
460
First Commonwealth Financial Corp
Pennsylvania
$424K
CP
461
Cornerstone Planning
North Carolina
$423K
DC
462
Davenport & Co
Virginia
$421K
GWP
463
Gateway Wealth Partners
Wisconsin
$418K
CWA
464
Crusonia Wealth Advisors
Colorado
$414K
NP
465
Nilsine Partners
Colorado
$407K
ISWM
466
Independent Solutions Wealth Management
New York
$406K
RB
467
Renasant Bank
Mississippi
$398K
IWM
468
IHT Wealth Management
Illinois
$396K
FNBOO
469
First National Bank of Omaha
Nebraska
$395K
PFBT
470
Parkside Financial Bank & Trust
Missouri
$395K
RBC
471
Romano Brothers & Co
Illinois
$393K
CCA
472
Childress Capital Advisors
Texas
$392K
PWM
473
Perigon Wealth Management
California
$390K
HWA
474
Heartwood Wealth Advisors
Virginia
$388K
WTB
475
Washington Trust Bank
Washington
$388K