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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
AAG
726
Armstrong Advisory Group
Massachusetts
$67K
NF
727
Napier Financial
Massachusetts
$64.9K
NEWAS
728
N.E.W. Advisory Services
Wisconsin
$64.7K
PSB
729
Piscataqua Savings Bank
New Hampshire
$62.8K
AWM
730
Abound Wealth Management
Tennessee
$62.2K
BIM
731
Breakwater Investment Management
Washington
$61.3K
T
732
Tidemark
California
$61.2K
BFP
733
Birchwood Financial Partners
Minnesota
$60.9K
CB
734
Centennial Bank
Arkansas
$59.6K
LFA
735
Longview Financial Advisors
Alabama
$58.5K
WWM
736
Wolff Wiese Magana
California
$58.3K
GWS
737
Greykasell Wealth Strategies
California
$57K
TCM
738
Triumph Capital Management
Colorado
$56.9K
SWP
739
Strategic Wealth Partners
Ohio
$56.4K
TFGT
740
TS Financial Group (TSFG)
Illinois
$56K
CFM
741
Cornerstone Financial Management
Massachusetts
$54.3K
ANBT
742
American National Bank & Trust
Texas
$53.3K
QC
743
Quent Capital
New York
$53.1K
HFS
744
Hantz Financial Services
Michigan
$53K
TLFA
745
True Link Financial Advisors
California
$53K
MMCM
746
Murphy & Mullick Capital Management
New York
$51.1K
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K
RWM
748
Rialto Wealth Management
New York
$50.6K
SIM
749
Synergy Investment Management
Florida
$48.6K
IAS
750
IMA Advisory Services
Colorado
$44.8K