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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
ZBNA
801
Zions Bancorporation, National Association
Utah
$12.2K
ACM
802
Anfield Capital Management
California
$11.7K
TF
803
Tompkins Financial
New York
$11.7K
EWM
804
Evermay Wealth Management
Virginia
$11.7K
BH
805
Burk Holdings
Oklahoma
$10.6K
NWMP
806
Noble Wealth Management PBC
Colorado
$10.5K
MFT
807
Moisand Fitzgerald Tamayo
Florida
$10.3K
CIR
808
Clear Investment Research
Georgia
$10.2K
BL
809
Balentine LLC
Georgia
$9.67K
SC
810
Sawyer & Company
Massachusetts
$9.41K
CB
811
CNB Bank
Pennsylvania
$8.08K
RMC
812
Resources Management Corp
Connecticut
$7K
BIAS
813
Beacon Investment Advisory Services
New Jersey
$6.63K
FFO
814
Fortitude Family Office
Arizona
$6.23K
EWM
815
Evolution Wealth Management
Florida
$6.23K
GFA
816
Godfrey Financial Associates
New York
$6.09K
POIA
817
Pin Oak Investment Advisors
Texas
$6K
TWC
818
TD Waterhouse Canada
Ontario, Canada
$5.32K
TTIC
819
Tower Trust & Investment Company
Iowa
$5.3K
BHWM
820
Beaird Harris Wealth Management
Texas
$4.9K
CCM
821
Chilton Capital Management
Texas
$4.5K
CWIG
822
Chung Wu Investment Group
Texas
$4.24K
MCA
823
Midwest Capital Advisors
Michigan
$4.03K
TPWA
824
Twin Peaks Wealth Advisors
California
$3.58K
TWIM
825
TIAA Wealth Investment Management
New York
$2.85K