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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
RWM
526
Rockwood Wealth Management
Pennsylvania
$309K
VNA
527
Valley National Advisers
Pennsylvania
$307K
TFP
528
Townsend Financial Planning
Kentucky
$306K
PGA
529
Portland Global Advisors
Maine
$306K
AMG
530
Advisors Management Group
Wisconsin
$306K
TFS
531
Thoroughbred Financial Services
Tennessee
$305K
ACA
532
Aptus Capital Advisors
Alabama
$304K
HFO
533
Heritage Family Offices
Arizona
$302K
GFP
534
Guardian Financial Partners
California
$300K
CWM
535
ClientFirst Wealth Management
Arkansas
$299K
PIMG
536
Patriot Investment Management Group
Tennessee
$297K
EWA
537
Exencial Wealth Advisors
Oklahoma
$297K
BCM
538
Brookstone Capital Management
Illinois
$295K
CWS
539
Confluence Wealth Services
Pennsylvania
$295K
WPW
540
Waldron Private Wealth
Pennsylvania
$294K
MG
541
Mather Group
Illinois
$291K
BCG
542
Bravias Capital Group
New Jersey
$287K
FHC
543
First Heartland Consultants
Missouri
$287K
AC
544
Apella Capital
Connecticut
$286K
BI
545
Breachway Investments
Rhode Island
$286K
EW
546
Enzi Wealth
Texas
$286K
PFA
547
Petra Financial Advisors
Colorado
$285K
VWA
548
VSM Wealth Advisory
Maryland
$285K
GA
549
Greenspring Advisors
Maryland
$284K
BF
550
Blankinship & Foster
California
$281K