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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
FHC
551
First Heartland Consultants
Missouri
$287K
AC
552
Apella Capital
Connecticut
$286K
BI
553
Breachway Investments
Rhode Island
$286K
EW
554
Enzi Wealth
Texas
$286K
PFA
555
Petra Financial Advisors
Colorado
$285K
VWA
556
VSM Wealth Advisory
Maryland
$285K
GA
557
Greenspring Advisors
Maryland
$284K
BF
558
Blankinship & Foster
California
$281K
HNB
559
Hilltop National Bank
Wyoming
$280K
RPCONE
560
Retirement Planning Company of New England
Rhode Island
$280K
CBTWT
561
Community Bank & Trust (Waco, Texas)
Texas
$278K
CG
562
Caprock Group
Idaho
$277K
BTI
563
Blue Trust Inc
Georgia
$275K
NS
564
NBC Securities
Alabama
$275K
IAIM
565
International Assets Investment Management
Florida
$275K
AI
566
Accredited Investors
Minnesota
$274K
HWM
567
Horizon Wealth Management
Illinois
$274K
WCP
568
Wick Capital Partners
Pennsylvania
$273K
CIC
569
Carnegie Investment Counsel
Ohio
$273K
JWM
570
JPL Wealth Management
Colorado
$272K
National Bank of Canada
571
National Bank of Canada
Quebec, Canada
$272K
ZIC
572
ZWJ Investment Counsel
Georgia
$271K
EA
573
Eclectic Associates
California
$271K
KWA
574
Kingswood Wealth Advisors
California
$270K
VA
575
VestGen Advisors
Illinois
$269K