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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
BWL
601
Bogart Wealth LLC
Virginia
$238K
AF
602
Advisornet Financial
Minnesota
$238K
LKWM
603
Lee-Kelleher Wealth Management
Maryland
$235K
CFO
604
Callan Family Office
Pennsylvania
$235K
WHG
605
Westwood Holdings Group
Texas
$235K
NAS
606
NWF Advisory Services
California
$234K
WC
607
Weil Company
California
$234K
HSA
608
HBK Sorce Advisory
Pennsylvania
$233K
BSSFA
609
Baron Silver Stevens Financial Advisors
Florida
$232K
MW
610
MBL Wealth
North Carolina
$232K
NP
611
NorthRock Partners
Minnesota
$232K
HWA
612
HCR Wealth Advisors
California
$231K
HC
613
Hamilton Capital
Ohio
$230K
SIS
614
Sound Income Strategies
Florida
$230K
DWM
615
Dopkins Wealth Management
New York
$229K
SF
616
SWP Financial
California
$229K
FF
617
Friday Financial
Iowa
$228K
IAG
618
Investmark Advisory Group
Connecticut
$228K
DWML
619
Decker Wealth Management LLC
Tennessee
$228K
Kayne Anderson Rudnick Investment Management
620
Kayne Anderson Rudnick Investment Management
California
$228K
GC
621
Garde Capital
Washington
$228K
SCTC
622
Sanibel Captiva Trust Company
Florida
$227K
Empower Advisory Group
623
Empower Advisory Group
Colorado
$227K
LWCFA
624
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K
FCB
625
First County Bank
Connecticut
$225K