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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
AFG
651
ABLE Financial Group
Arizona
$210K
CFG
652
Cosner Financial Group
Colorado
$209K
RMP
653
Richards, Merrill & Peterson
Washington
$207K
AF
654
Align Financial
Minnesota
$205K
PMG
655
Private Management Group
California
$205K
BAM
656
Belpointe Asset Management
Nevada
$204K
FCA
657
Fortis Capital Advisors
Kansas
$204K
VAI
658
Vanguard Advisers Inc
Pennsylvania
$204K
DFG
659
Dynamic Financial Group
Iowa
$204K
CKAIS
660
Christensen King & Associates Investment Services
Washington
$203K
PP
661
PFS Partners
New Jersey
$203K
CFG
662
Clayton Financial Group
Missouri
$203K
BWA
663
BlueChip Wealth Advisors
Georgia
$201K
DIA
664
Dana Investment Advisors
Wisconsin
$201K
MSWM
665
McGlone Suttner Wealth Management
Wisconsin
$201K
JEST
666
JTC Employer Solutions Trustee
Jersey
$198K
JGIA
667
Jackson Grant Investment Advisers
Connecticut
$191K
ST
668
Smithfield Trust
Pennsylvania
$188K
CA
669
CoreCap Advisors
Michigan
$185K
KFI
670
Key Financial Inc
Pennsylvania
$182K
HPC
671
HM Payson & Co
Maine
$181K
SIC
672
Salem Investment Counselors
North Carolina
$179K
SMA
673
Sage Mountain Advisors
Georgia
$177K
MFP
674
Meramec Financial Planners
Missouri
$176K
SVCP
675
Silicon Valley Capital Partners
California
$173K