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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
FCCM
626
First City Capital Management
Georgia
$224K
CAM
627
Clark Asset Management
New Hampshire
$223K
SS
628
Sunbelt Securities
Texas
$222K
MI
629
Moneywise Inc
Virginia
$220K
BFA
630
Buttonwood Financial Advisors
Maryland
$220K
RZH
631
Relyea Zuckerberg Hanson
Connecticut
$220K
KIA
632
KCM Investment Advisors
California
$218K
BAAM
633
Baker Avenue Asset Management
California
$216K
HAS
634
Holland Advisory Services
Florida
$215K
OCA
635
OpenArc Corporate Advisory
Georgia
$215K
EARNEST Partners
636
EARNEST Partners
Georgia
$215K
EPM
637
Elm Partners Management
Pennsylvania
$214K
AIM
638
Allen Investment Management
New York
$214K
HZ
639
Hixon Zuercher
Ohio
$212K
FIA
640
Foundations Investment Advisors
Arizona
$212K
RIS
641
Richmond Investment Services
Wisconsin
$210K
AFG
642
ABLE Financial Group
Arizona
$210K
CFG
643
Cosner Financial Group
Colorado
$209K
RMP
644
Richards, Merrill & Peterson
Washington
$207K
AF
645
Align Financial
Minnesota
$205K
PMG
646
Private Management Group
California
$205K
BAM
647
Belpointe Asset Management
Nevada
$204K
FCA
648
Fortis Capital Advisors
Kansas
$204K
VAI
649
Vanguard Advisers Inc
Pennsylvania
$204K
DFG
650
Dynamic Financial Group
Iowa
$204K