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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
RWM
526
Ritholtz Wealth Management
New York
$319K
GIA
527
Gladstone Institutional Advisory
Florida
$318K
Russell Investments Group
528
Russell Investments Group
United Kingdom
$313K
GWP
529
Gen-Wealth Partners
Michigan
$312K
HIMC
530
Heritage Investors Management Corp
Maryland
$312K
BW
531
BIP Wealth
Georgia
$312K
ES
532
Eagle Strategies
New York
$310K
IFO
533
Independent Family Office
New York
$310K
RWM
534
Rockwood Wealth Management
Pennsylvania
$309K
VNA
535
Valley National Advisers
Pennsylvania
$307K
TFP
536
Townsend Financial Planning
Kentucky
$306K
PGA
537
Portland Global Advisors
Maine
$306K
AMG
538
Advisors Management Group
Wisconsin
$306K
TFS
539
Thoroughbred Financial Services
Tennessee
$305K
ACA
540
Aptus Capital Advisors
Alabama
$304K
HFO
541
Heritage Family Offices
Arizona
$302K
GFP
542
Guardian Financial Partners
California
$300K
CWM
543
ClientFirst Wealth Management
Arkansas
$299K
PIMG
544
Patriot Investment Management Group
Tennessee
$297K
EWA
545
Exencial Wealth Advisors
Oklahoma
$297K
BCM
546
Brookstone Capital Management
Illinois
$295K
CWS
547
Confluence Wealth Services
Pennsylvania
$295K
WPW
548
Waldron Private Wealth
Pennsylvania
$294K
MG
549
Mather Group
Illinois
$291K
BCG
550
Bravias Capital Group
New Jersey
$287K