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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
GWM
676
Geneos Wealth Management
Colorado
$173K
AF
677
Alerus Financial
North Dakota
$166K
OC
678
Oakworth Capital
Alabama
$165K
QCG
679
Quadrant Capital Group
Ohio
$164K
AIM
680
Acropolis Investment Management
Missouri
$163K
UCB
681
United Community Bank
South Carolina
$158K
LB
682
Legacy Bridge
Iowa
$157K
LI
683
LRI Investments
Florida
$156K
PWA
684
Physician Wealth Advisors
Utah
$155K
LFG
685
Larson Financial Group
Missouri
$155K
TFM
686
TFC Financial Management
Massachusetts
$151K
GEA
687
Glen Eagle Advisors
New Jersey
$150K
MHR
688
Matthew Hamilton Rosenberg
$150K
TCWA
689
Turtle Creek Wealth Advisors
Texas
$144K
MSG
690
Main Street Group
Virginia
$144K
SAM
691
Smartleaf Asset Management
Massachusetts
$142K
OPTFSNA
692
Old Point Trust & Financial Services N A
Virginia
$141K
PB
693
Prosperity Bancshares
Texas
$135K
MFC
694
Mechanics Financial Corp
Ohio
$133K
WPA
695
Wealth Preservation Advisors
Tennessee
$129K
CTC
696
Central Trust Company
Missouri
$124K
HIW
697
Holos Integrated Wealth
Pennsylvania
$123K
CT
698
Clearstead Trust
Maine
$122K
FRA
699
Front Row Advisors
California
$121K
SAM
700
S.A. Mason
Michigan
$117K