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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
WWM
501
Western Wealth Management
Colorado
$353K
AFA
502
Allium Financial Advisors
Oregon
$352K
WWMSC
503
Wagner Wealth Management (South Carolina)
South Carolina
$352K
IC
504
IEQ Capital
California
$351K
MFG
505
Merit Financial Group
Georgia
$351K
RFP
506
Root Financial Partners
California
$350K
HTC
507
Haverford Trust Company
Pennsylvania
$349K
ET
508
Equitable Trust
Tennessee
$349K
WH
509
Willner & Heller
California
$348K
KAS
510
KPP Advisory Services
Kentucky
$347K
RMCM
511
Reynders McVeigh Capital Management
Massachusetts
$345K
FI
512
FWG Investments
Kentucky
$344K
PCIA
513
Prime Capital Investment Advisors
Kansas
$344K
CIA
514
Cape Investment Advisory
Georgia
$343K
FT
515
Fiduciary Trust
Massachusetts
$338K
BB
516
Busey Bank
Illinois
$338K
MA
517
MKT Advisors
California
$337K
GFP
518
Gryphon Financial Partners
Ohio
$335K
BF
519
Bonfire Financial
Colorado
$333K
XT
520
XTX Topco
Cayman Islands
$330K
VFA
521
Valeo Financial Advisors
Indiana
$328K
BA
522
Bellwether Advisors
Nebraska
$325K
Fayez Sarofim & Co
523
Fayez Sarofim & Co
Texas
$324K
CAM
524
Clarity Asset Management
Iowa
$324K
V
525
VeraBank
Texas
$320K