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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
BC
476
BDFS Capital
Delaware
$388K
CWM
477
Cornerstone Wealth Management
Missouri
$388K
PIA
478
Panoramic Investment Advisors
Colorado
$384K
Renaissance Technologies
479
Renaissance Technologies
New York
$384K
FFS
480
Founders Financial Securities
Maryland
$384K
KL
481
KWMG LLC
Kansas
$383K
Allspring Global Investments
482
Allspring Global Investments
North Carolina
$382K
MFA
483
Mayflower Financial Advisors
Massachusetts
$380K
HI
484
Horizon Investments
North Carolina
$376K
ZF
485
Zhang Financial
Michigan
$375K
CS
486
Capital Square
Tennessee
$374K
BIM
487
Bridges Investment Management
Nebraska
$373K
SEIA
488
Signature Estate & Investment Advisors
California
$371K
SWM
489
Spire Wealth Management
Virginia
$365K
LAM
490
Lewis Asset Management
California
$364K
RWFS
491
Rayburn West Financial Services
Tennessee
$364K
HH
492
Hilltop Holdings
Texas
$362K
MA
493
Mezzasalma Advisors
New Jersey
$361K
IIL
494
Insight Inv LLC
California
$360K
CFS
495
CRA Financial Services
New Jersey
$357K
VEM
496
Vann Equity Management
Texas
$357K
LI
497
Leeward Investments
Massachusetts
$357K
AB
498
Atlas Brown
Kentucky
$356K
OSNBOA
499
Old Second National Bank of Aurora
Illinois
$356K
PWW
500
Pettyjohn Wood & White
Virginia
$353K