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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
CKAIS
651
Christensen King & Associates Investment Services
Washington
$203K
PP
652
PFS Partners
New Jersey
$203K
CFG
653
Clayton Financial Group
Missouri
$203K
BWA
654
BlueChip Wealth Advisors
Georgia
$201K
DIA
655
Dana Investment Advisors
Wisconsin
$201K
MSWM
656
McGlone Suttner Wealth Management
Wisconsin
$201K
JEST
657
JTC Employer Solutions Trustee
Jersey
$198K
JGIA
658
Jackson Grant Investment Advisers
Connecticut
$191K
ST
659
Smithfield Trust
Pennsylvania
$188K
CA
660
CoreCap Advisors
Michigan
$185K
KFI
661
Key Financial Inc
Pennsylvania
$182K
HPC
662
HM Payson & Co
Maine
$181K
SIC
663
Salem Investment Counselors
North Carolina
$179K
SMA
664
Sage Mountain Advisors
Georgia
$177K
MFP
665
Meramec Financial Planners
Missouri
$176K
SVCP
666
Silicon Valley Capital Partners
California
$173K
GWM
667
Geneos Wealth Management
Colorado
$173K
AF
668
Alerus Financial
North Dakota
$166K
OC
669
Oakworth Capital
Alabama
$165K
QCG
670
Quadrant Capital Group
Ohio
$164K
AIM
671
Acropolis Investment Management
Missouri
$163K
UCB
672
United Community Bank
South Carolina
$158K
LB
673
Legacy Bridge
Iowa
$157K
LI
674
LRI Investments
Florida
$156K
PWA
675
Physician Wealth Advisors
Utah
$155K