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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
FF
626
Friday Financial
Iowa
$228K
IAG
627
Investmark Advisory Group
Connecticut
$228K
DWML
628
Decker Wealth Management LLC
Tennessee
$228K
Kayne Anderson Rudnick Investment Management
629
Kayne Anderson Rudnick Investment Management
California
$228K
GC
630
Garde Capital
Washington
$228K
SCTC
631
Sanibel Captiva Trust Company
Florida
$227K
Empower Advisory Group
632
Empower Advisory Group
Colorado
$227K
LWCFA
633
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K
FCB
634
First County Bank
Connecticut
$225K
FCCM
635
First City Capital Management
Georgia
$224K
CAM
636
Clark Asset Management
New Hampshire
$223K
SS
637
Sunbelt Securities
Texas
$222K
MI
638
Moneywise Inc
Virginia
$220K
BFA
639
Buttonwood Financial Advisors
Maryland
$220K
RZH
640
Relyea Zuckerberg Hanson
Connecticut
$220K
KIA
641
KCM Investment Advisors
California
$218K
BAAM
642
Baker Avenue Asset Management
California
$216K
HAS
643
Holland Advisory Services
Florida
$215K
OCA
644
OpenArc Corporate Advisory
Georgia
$215K
EARNEST Partners
645
EARNEST Partners
Georgia
$215K
EPM
646
Elm Partners Management
Pennsylvania
$214K
AIM
647
Allen Investment Management
New York
$214K
HZ
648
Hixon Zuercher
Ohio
$212K
FIA
649
Foundations Investment Advisors
Arizona
$212K
RIS
650
Richmond Investment Services
Wisconsin
$210K