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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
LFG
676
Larson Financial Group
Missouri
$155K
TFM
677
TFC Financial Management
Massachusetts
$151K
GEA
678
Glen Eagle Advisors
New Jersey
$150K
MHR
679
Matthew Hamilton Rosenberg
$150K
TCWA
680
Turtle Creek Wealth Advisors
Texas
$144K
MSG
681
Main Street Group
Virginia
$144K
SAM
682
Smartleaf Asset Management
Massachusetts
$142K
OPTFSNA
683
Old Point Trust & Financial Services N A
Virginia
$141K
PB
684
Prosperity Bancshares
Texas
$135K
MFC
685
Mechanics Financial Corp
Ohio
$133K
WPA
686
Wealth Preservation Advisors
Tennessee
$129K
CTC
687
Central Trust Company
Missouri
$124K
HIW
688
Holos Integrated Wealth
Pennsylvania
$123K
CT
689
Clearstead Trust
Maine
$122K
FRA
690
Front Row Advisors
California
$121K
SAM
691
S.A. Mason
Michigan
$117K
MWM
692
Mascoma Wealth Management
New Hampshire
$116K
HNW
693
High Note Wealth
Minnesota
$113K
KTC
694
Kentucky Trust Company
Kentucky
$113K
CHC
695
City Holding Co
West Virginia
$109K
MWA
696
Medallion Wealth Advisors
Connecticut
$107K
RP
697
Rice Partnership
Hawaii
$107K
WA
698
Walsh & Associates
Florida
$106K
DFA
699
DHJJ Financial Advisors
Illinois
$106K
OCWP
700
Owl Creek Wealth Partners
Colorado
$106K