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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
CJ
776
Caitlin John
Michigan
$28.8K
CFP
777
Comprehensive Financial Planning
Pennsylvania
$28.2K
GCM
778
Gunpowder Capital Management
Maryland
$27.3K
CMA
779
Cedar Mountain Advisors
Oregon
$26.8K
OCM
780
Orion Capital Management
California
$26.5K
SG
781
Sankala Group
Colorado
$26.2K
MTI
782
Merrithew & Thorsten Inc
California
$26K
SRCM
783
Signature Resources Capital Management
California
$25.4K
NSIM
784
North Star Investment Management
Illinois
$24.8K
DF
785
Dunhill Financial
United Kingdom
$24.4K
3FI
786
3 Factor Indexing
California
$23.9K
HR
787
Howe & Rusling
New York
$23.4K
USB
788
Union Savings Bank
Connecticut
$23.3K
KCM
789
Key Capital Management
Tennessee
$22.8K
AIM
790
Anchor Investment Management
South Carolina
$21.9K
HHGA
791
Halbert Hargrove Global Advisors
California
$20.5K
PCMNC
792
Piedmont Capital Management (North Carolina)
North Carolina
$20.1K
PCFFS
793
Pacific Center for Financial Services
California
$19.6K
SN
794
Sittner & Nelson
Oregon
$18.4K
DWM
795
Darwin Wealth Management
Florida
$18.3K
IW
796
Imprint Wealth
South Carolina
$18.3K
SCM
797
Sterling Capital Management
North Carolina
$18.2K
TFG
798
Team Financial Group
California
$18K
SWM
799
SHP Wealth Management
Massachusetts
$18K
GBT
800
Grove Bank & Trust
Florida
$16.7K