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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
HNB
551
Hilltop National Bank
Wyoming
$280K
RPCONE
552
Retirement Planning Company of New England
Rhode Island
$280K
CBTWT
553
Community Bank & Trust (Waco, Texas)
Texas
$278K
CG
554
Caprock Group
Idaho
$277K
BTI
555
Blue Trust Inc
Georgia
$275K
NS
556
NBC Securities
Alabama
$275K
IAIM
557
International Assets Investment Management
Florida
$275K
AI
558
Accredited Investors
Minnesota
$274K
HWM
559
Horizon Wealth Management
Illinois
$274K
WCP
560
Wick Capital Partners
Pennsylvania
$273K
CIC
561
Carnegie Investment Counsel
Ohio
$273K
JWM
562
JPL Wealth Management
Colorado
$272K
National Bank of Canada
563
National Bank of Canada
Quebec, Canada
$272K
ZIC
564
ZWJ Investment Counsel
Georgia
$271K
EA
565
Eclectic Associates
California
$271K
KWA
566
Kingswood Wealth Advisors
California
$270K
VA
567
VestGen Advisors
Illinois
$269K
PGFC
568
Peapack-Gladstone Financial Corp
New Jersey
$268K
LSIA
569
LaSalle St. Investment Advisors
Illinois
$267K
VIA
570
Vickerman Investment Advisors
Washington
$267K
DIP
571
DT Investment Partners
Pennsylvania
$265K
MAM
572
MMA Asset Management
Pennsylvania
$265K
AWM
573
Aprio Wealth Management
Georgia
$264K
HA
574
Huntleigh Advisors
Missouri
$264K
ACM
575
Advisors Capital Management
New Jersey
$264K