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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
PGFC
576
Peapack-Gladstone Financial Corp
New Jersey
$268K
LSIA
577
LaSalle St. Investment Advisors
Illinois
$267K
VIA
578
Vickerman Investment Advisors
Washington
$267K
DIP
579
DT Investment Partners
Pennsylvania
$265K
MAM
580
MMA Asset Management
Pennsylvania
$265K
AWM
581
Aprio Wealth Management
Georgia
$264K
HA
582
Huntleigh Advisors
Missouri
$264K
ACM
583
Advisors Capital Management
New Jersey
$264K
M
584
MOTCO
Texas
$262K
SA
585
Sunesis Advisors
Kansas
$262K
HI
586
Harbour Investments
Wisconsin
$259K
CD
587
Chapin Davis
Maryland
$258K
IA
588
Insight Advisors
Pennsylvania
$258K
SFWC
589
Strategic Family Wealth Counselors
New Jersey
$255K
EFS
590
Essex Financial Services
Connecticut
$253K
S
591
SignatureFD
Georgia
$253K
SC
592
Sapient Capital
Indiana
$253K
BHWM
593
Bar Harbor Wealth Management
New Hampshire
$252K
LA
594
LexAurum Advisors
Kansas
$252K
SYBT
595
Stock Yards Bank & Trust
Kentucky
$252K
SFS
596
Summit Financial Strategies
Ohio
$251K
AFA
597
Alpha Financial Advisors
North Carolina
$250K
CAM
598
Cresset Asset Management
Illinois
$250K
BEI
599
Benjamin Edwards Inc
Missouri
$248K
AA
600
Aufman Associates
Pennsylvania
$247K