We are live on ! Find out more
IJJ icon

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
AIA
601
Accelerate Investment Advisors
California
$247K
GCM
602
Gallacher Capital Management
Colorado
$246K
MAS
603
Madden Advisory Services
Florida
$244K
FCP
604
Fidelis Capital Partners
Florida
$243K
MGW
605
MB Generational Wealth
Washington
$240K
WA
606
WBH Advisory
Maryland
$240K
FSAG
607
Financial Solutions Advisory Group
Illinois
$240K
TAM
608
Tocqueville Asset Management
New York
$239K
VFG
609
V2 Financial group
Illinois
$239K
BWL
610
Bogart Wealth LLC
Virginia
$238K
AF
611
Advisornet Financial
Minnesota
$238K
LKWM
612
Lee-Kelleher Wealth Management
Maryland
$235K
CFO
613
Callan Family Office
Pennsylvania
$235K
WHG
614
Westwood Holdings Group
Texas
$235K
NAS
615
NWF Advisory Services
California
$234K
WC
616
Weil Company
California
$234K
HSA
617
HBK Sorce Advisory
Pennsylvania
$233K
BSSFA
618
Baron Silver Stevens Financial Advisors
Florida
$232K
MW
619
MBL Wealth
North Carolina
$232K
NP
620
NorthRock Partners
Minnesota
$232K
HWA
621
HCR Wealth Advisors
California
$231K
HC
622
Hamilton Capital
Ohio
$230K
SIS
623
Sound Income Strategies
Florida
$230K
DWM
624
Dopkins Wealth Management
New York
$229K
SF
625
SWP Financial
California
$229K