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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
HI
476
Horizon Investments
North Carolina
$376K
ZF
477
Zhang Financial
Michigan
$375K
CS
478
Capital Square
Tennessee
$374K
BIM
479
Bridges Investment Management
Nebraska
$373K
SEIA
480
Signature Estate & Investment Advisors
California
$371K
SWM
481
Spire Wealth Management
Virginia
$365K
LAM
482
Lewis Asset Management
California
$364K
RWFS
483
Rayburn West Financial Services
Tennessee
$364K
HH
484
Hilltop Holdings
Texas
$362K
MA
485
Mezzasalma Advisors
New Jersey
$361K
IIL
486
Insight Inv LLC
California
$360K
CFS
487
CRA Financial Services
New Jersey
$357K
VEM
488
Vann Equity Management
Texas
$357K
LI
489
Leeward Investments
Massachusetts
$357K
AB
490
Atlas Brown
Kentucky
$356K
OSNBOA
491
Old Second National Bank of Aurora
Illinois
$356K
PWW
492
Pettyjohn Wood & White
Virginia
$353K
WWM
493
Western Wealth Management
Colorado
$353K
AFA
494
Allium Financial Advisors
Oregon
$352K
WWMSC
495
Wagner Wealth Management (South Carolina)
South Carolina
$352K
IC
496
IEQ Capital
California
$351K
MFG
497
Merit Financial Group
Georgia
$351K
RFP
498
Root Financial Partners
California
$350K
HTC
499
Haverford Trust Company
Pennsylvania
$349K
ET
500
Equitable Trust
Tennessee
$349K