We are live on ! Find out more
IJJ icon

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
ITIM
726
Indiana Trust & Investment Management
Indiana
$79.5K
BBHC
727
Brown Brothers Harriman & Co
New York
$77.5K
LCA
728
Legend Capital Advisors
New York
$74.7K
GI
729
GAMMA Investing
California
$74.6K
FFA
730
Founders Financial Alliance
North Carolina
$72.5K
PWA
731
Provenance Wealth Advisors
Florida
$68.4K
PMFA
732
Plante Moran Financial Advisors
Michigan
$68.2K
BFS
733
Burkett Financial Services
South Carolina
$67.8K
TFA
734
Toth Financial Advisory
Virginia
$67.7K
AAG
735
Armstrong Advisory Group
Massachusetts
$67K
NF
736
Napier Financial
Massachusetts
$64.9K
NEWAS
737
N.E.W. Advisory Services
Wisconsin
$64.7K
PSB
738
Piscataqua Savings Bank
New Hampshire
$62.8K
AWM
739
Abound Wealth Management
Tennessee
$62.2K
BIM
740
Breakwater Investment Management
Washington
$61.3K
T
741
Tidemark
California
$61.2K
BFP
742
Birchwood Financial Partners
Minnesota
$60.9K
CB
743
Centennial Bank
Arkansas
$59.6K
LFA
744
Longview Financial Advisors
Alabama
$58.5K
WWM
745
Wolff Wiese Magana
California
$58.3K
GWS
746
Greykasell Wealth Strategies
California
$57K
TCM
747
Triumph Capital Management
Colorado
$56.9K
SWP
748
Strategic Wealth Partners
Ohio
$56.4K
TFGT
749
TS Financial Group (TSFG)
Illinois
$56K
CFM
750
Cornerstone Financial Management
Massachusetts
$54.3K