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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
MWM
701
Mascoma Wealth Management
New Hampshire
$116K
HNW
702
High Note Wealth
Minnesota
$113K
KTC
703
Kentucky Trust Company
Kentucky
$113K
CHC
704
City Holding Co
West Virginia
$109K
MWA
705
Medallion Wealth Advisors
Connecticut
$107K
RP
706
Rice Partnership
Hawaii
$107K
WA
707
Walsh & Associates
Florida
$106K
DFA
708
DHJJ Financial Advisors
Illinois
$106K
OCWP
709
Owl Creek Wealth Partners
Colorado
$106K
BFPW
710
BOK Financial Private Wealth
Colorado
$105K
AssetMark Inc
711
AssetMark Inc
California
$105K
RIL
712
Rothschild Investment LLC
Illinois
$103K
AFG
713
Albion Financial Group
Utah
$103K
MEG
714
Millstone Evans Group
Colorado
$99.8K
PIS
715
POM Investment Strategies
North Carolina
$96.9K
TAM
716
Townsend Asset Management
North Carolina
$96.1K
OFG
717
Oxford Financial Group
Indiana
$90.6K
MIA
718
Milestone Investment Advisors
Wisconsin
$88.6K
WPWM
719
Western Pacific Wealth Management
Illinois
$88.5K
CFFP
720
Center for Financial Planning
Michigan
$87.5K
NB
721
NBT Bank
New York
$86.8K
CIAS
722
Capital Investment Advisory Services
North Carolina
$85.7K
FLP
723
Financial Life Planners
Arizona
$83.5K
CT
724
Colonial Trust
South Carolina
$82.5K
SWP
725
SIMA Wealth Partners
Virginia
$82.2K