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
ANBT
751
American National Bank & Trust
Texas
$53.3K
QC
752
Quent Capital
New York
$53.1K
HFS
753
Hantz Financial Services
Michigan
$53K
TLFA
754
True Link Financial Advisors
California
$53K
MMCM
755
Murphy & Mullick Capital Management
New York
$51.1K
JFGIW
756
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K
RWM
757
Rialto Wealth Management
New York
$50.6K
SIM
758
Synergy Investment Management
Florida
$48.6K
IAS
759
IMA Advisory Services
Colorado
$44.8K
CFD
760
Creative Financial Designs
Indiana
$41.5K
EWP
761
Elevation Wealth Partners
California
$40.3K
GSWM
762
Golden State Wealth Management
California
$39.8K
PGAM
763
Princeton Global Asset Management
New Jersey
$39.8K
CTA
764
Colonial Trust Advisors
South Carolina
$38.3K
W
765
WealthCollab
Washington
$37.6K
AP
766
Advisortrust Partners
North Carolina
$35.5K
BMC
767
Bear Mountain Capital
Washington
$35.4K
CICI
768
Capital Investment Counsel Inc
North Carolina
$35.2K
FP
769
Financial Perspectives
Minnesota
$34.7K
BTD
770
BankPlus Trust Department
Mississippi
$32.6K
SEP
771
Signature Equity Partners
Ohio
$32.6K
PCM
772
Palouse Capital Management
Washington
$32.3K
MSWA
773
Marshall & Sterling Wealth Advisors
New York
$31.3K
CI
774
CX Institutional
Indiana
$31K
QWM
775
Quaker Wealth Management
New Jersey
$29.1K