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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
PWPS
826
Pinnacle Wealth Planning Services
Ohio
$2.78K
ME
827
McIlrath & Eck
Washington
$2.25K
BONH
828
Bank of New Hampshire
New Hampshire
$1.99K
RF
829
Rossby Financial
Florida
$799
VWM
830
Vermillion Wealth Management
Minnesota
$663
AGWCA
831
Annis Gardner Whiting Capital Advisors
Florida
$663
SCM
832
SOL Capital Management
Maryland
GCA
833
Gallagher Capital Advisors
Texas
MCM
834
M1 Capital Management
Michigan
RIG
835
Ramiah Investment Group
Wisconsin
NA
836
NewEdge Advisors
Louisiana
TIAA Trust, National Association
837
TIAA Trust, National Association
North Carolina
JWCA
838
J.W. Cole Advisors
Florida
IA
839
IFG Advisory
Georgia
GLA
840
Great Lakes Advisors
Illinois
NIM
841
Niles Investment Management
Florida
PCM
842
Park Capital Management
Wisconsin
NI
843
Nuance Investments
Missouri
Bank Julius Baer & Co
844
Bank Julius Baer & Co
Switzerland
Boston Partners
845
Boston Partners
Massachusetts
Fuller & Thaler Asset Management
846
Fuller & Thaler Asset Management
California
KCM
847
Kennedy Capital Management
Missouri
CF
848
Clarity Financial
Texas
AIP
849
Alexis Investment Partners
Texas
IWM
850
Inlight Wealth Management
Georgia