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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
BFPW
701
BOK Financial Private Wealth
Colorado
$105K
AssetMark Inc
702
AssetMark Inc
California
$105K
RIL
703
Rothschild Investment LLC
Illinois
$103K
AFG
704
Albion Financial Group
Utah
$103K
MEG
705
Millstone Evans Group
Colorado
$99.8K
PIS
706
POM Investment Strategies
North Carolina
$96.9K
TAM
707
Townsend Asset Management
North Carolina
$96.1K
OFG
708
Oxford Financial Group
Indiana
$90.6K
MIA
709
Milestone Investment Advisors
Wisconsin
$88.6K
WPWM
710
Western Pacific Wealth Management
Illinois
$88.5K
CFFP
711
Center for Financial Planning
Michigan
$87.5K
NB
712
NBT Bank
New York
$86.8K
CIAS
713
Capital Investment Advisory Services
North Carolina
$85.7K
FLP
714
Financial Life Planners
Arizona
$83.5K
CT
715
Colonial Trust
South Carolina
$82.5K
SWP
716
SIMA Wealth Partners
Virginia
$82.2K
ITIM
717
Indiana Trust & Investment Management
Indiana
$79.5K
BBHC
718
Brown Brothers Harriman & Co
New York
$77.5K
LCA
719
Legend Capital Advisors
New York
$74.7K
GI
720
GAMMA Investing
California
$74.6K
FFA
721
Founders Financial Alliance
North Carolina
$72.5K
PWA
722
Provenance Wealth Advisors
Florida
$68.4K
PMFA
723
Plante Moran Financial Advisors
Michigan
$68.2K
BFS
724
Burkett Financial Services
South Carolina
$67.8K
TFA
725
Toth Financial Advisory
Virginia
$67.7K