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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
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$14.1M
SPIA
52
Steward Partners Investment Advisory
New York
$13.8M
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$13.7M
KAS
54
Kestra Advisory Services
Texas
$13.6M
Corient Private Wealth
55
Corient Private Wealth
Florida
$13.6M
GIA
56
GHP Investment Advisors
Colorado
$13.6M
MGIA
57
Moneta Group Investment Advisors
Missouri
$13.5M
HSBC Holdings
58
HSBC Holdings
United Kingdom
$13.3M
CCWM
59
Cassaday & Co Wealth Management
Virginia
$12.9M
SL
60
Salomon & Ludwin
Virginia
$12.9M
1IA
61
1834 Investment Advisors
Wisconsin
$12.6M
FMC
62
First Merchants Corp
Indiana
$12.4M
OFG
63
Omega Financial Group
California
$12.1M
Natixis Advisors
64
Natixis Advisors
Massachusetts
$12M
AMG
65
Asset Management Group
Connecticut
$11.9M
Stifel Financial
66
Stifel Financial
Missouri
$11.7M
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$11.3M
EIP
68
Ellis Investment Partners
Pennsylvania
$11.3M
MML Investors Services
69
MML Investors Services
Massachusetts
$11.2M
DWM
70
Dakota Wealth Management
Florida
$11.1M
PNFS
71
PW Nova Financial Services
Pennsylvania
$11M
BW
72
Balance Wealth
Ohio
$10.8M
NFG
73
Nations Financial Group
Iowa
$10.7M
MFIM
74
Mesirow Financial Investment Management
Illinois
$10.6M
RFC
75
Regions Financial Corp
Alabama
$10.4M