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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
IWC
451
Integrated Wealth Concepts
Massachusetts
$427K
FCFC
452
First Commonwealth Financial Corp
Pennsylvania
$424K
CP
453
Cornerstone Planning
North Carolina
$423K
DC
454
Davenport & Co
Virginia
$421K
GWP
455
Gateway Wealth Partners
Wisconsin
$418K
CWA
456
Crusonia Wealth Advisors
Colorado
$414K
NP
457
Nilsine Partners
Colorado
$407K
ISWM
458
Independent Solutions Wealth Management
New York
$406K
RB
459
Renasant Bank
Mississippi
$398K
IWM
460
IHT Wealth Management
Illinois
$396K
FNBOO
461
First National Bank of Omaha
Nebraska
$395K
PFBT
462
Parkside Financial Bank & Trust
Missouri
$395K
RBC
463
Romano Brothers & Co
Illinois
$393K
CCA
464
Childress Capital Advisors
Texas
$392K
PWM
465
Perigon Wealth Management
California
$390K
HWA
466
Heartwood Wealth Advisors
Virginia
$388K
WTB
467
Washington Trust Bank
Washington
$388K
BC
468
BDFS Capital
Delaware
$388K
CWM
469
Cornerstone Wealth Management
Missouri
$388K
PIA
470
Panoramic Investment Advisors
Colorado
$384K
Renaissance Technologies
471
Renaissance Technologies
New York
$384K
FFS
472
Founders Financial Securities
Maryland
$384K
KL
473
KWMG LLC
Kansas
$383K
Allspring Global Investments
474
Allspring Global Investments
North Carolina
$382K
MFA
475
Mayflower Financial Advisors
Massachusetts
$380K