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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
CFD
751
Creative Financial Designs
Indiana
$41.5K
EWP
752
Elevation Wealth Partners
California
$40.3K
GSWM
753
Golden State Wealth Management
California
$39.8K
PGAM
754
Princeton Global Asset Management
New Jersey
$39.8K
CTA
755
Colonial Trust Advisors
South Carolina
$38.3K
W
756
WealthCollab
Washington
$37.6K
AP
757
Advisortrust Partners
North Carolina
$35.5K
BMC
758
Bear Mountain Capital
Washington
$35.4K
CICI
759
Capital Investment Counsel Inc
North Carolina
$35.2K
FP
760
Financial Perspectives
Minnesota
$34.7K
BTD
761
BankPlus Trust Department
Mississippi
$32.6K
SEP
762
Signature Equity Partners
Ohio
$32.6K
PCM
763
Palouse Capital Management
Washington
$32.3K
MSWA
764
Marshall & Sterling Wealth Advisors
New York
$31.3K
CI
765
CX Institutional
Indiana
$31K
QWM
766
Quaker Wealth Management
New Jersey
$29.1K
CJ
767
Caitlin John
Michigan
$28.8K
CFP
768
Comprehensive Financial Planning
Pennsylvania
$28.2K
GCM
769
Gunpowder Capital Management
Maryland
$27.3K
CMA
770
Cedar Mountain Advisors
Oregon
$26.8K
OCM
771
Orion Capital Management
California
$26.5K
SG
772
Sankala Group
Colorado
$26.2K
MTI
773
Merrithew & Thorsten Inc
California
$26K
SRCM
774
Signature Resources Capital Management
California
$25.4K
NSIM
775
North Star Investment Management
Illinois
$24.8K