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
PP
801
Pacifica Partners
Canada
$15.2K
ATS
802
Ashton Thomas Securities
New York
$14K
MS
803
Monetary Solutions
Ohio
$13.9K
LBC
804
Lowe Brockenbrough & Co
Virginia
$13.5K
RhumbLine Advisers
805
RhumbLine Advisers
Massachusetts
$13.3K
SFG
806
Strive Financial Group
Indiana
$13K
BFS
807
Beacon Financial Strategies
North Carolina
$13K
AIC
808
Archer Investment Corporation
Indiana
$12.9K
SC
809
Steph & Co
Wisconsin
$12.9K
ZBNA
810
Zions Bancorporation, National Association
Utah
$12.2K
ACM
811
Anfield Capital Management
California
$11.7K
TF
812
Tompkins Financial
New York
$11.7K
EWM
813
Evermay Wealth Management
Virginia
$11.7K
CBT
814
CoreFirst Bank & Trust
Kansas
$11.1K
BH
815
Burk Holdings
Oklahoma
$10.6K
NWMP
816
Noble Wealth Management PBC
Colorado
$10.5K
MFT
817
Moisand Fitzgerald Tamayo
Florida
$10.3K
CIR
818
Clear Investment Research
Georgia
$10.2K
BL
819
Balentine LLC
Georgia
$9.67K
SC
820
Sawyer & Company
Massachusetts
$9.41K
CB
821
CNB Bank
Pennsylvania
$8.08K
RMC
822
Resources Management Corp
Connecticut
$7K
BIAS
823
Beacon Investment Advisory Services
New Jersey
$6.63K
FFO
824
Fortitude Family Office
Arizona
$6.23K
EWM
825
Evolution Wealth Management
Florida
$6.23K