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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
GFA
826
Godfrey Financial Associates
New York
$6.09K
POIA
827
Pin Oak Investment Advisors
Texas
$6K
TWC
828
TD Waterhouse Canada
Ontario, Canada
$5.32K
TTIC
829
Tower Trust & Investment Company
Iowa
$5.3K
BHWM
830
Beaird Harris Wealth Management
Texas
$4.9K
CCM
831
Chilton Capital Management
Texas
$4.5K
CWIG
832
Chung Wu Investment Group
Texas
$4.24K
MCA
833
Midwest Capital Advisors
Michigan
$4.03K
TPWA
834
Twin Peaks Wealth Advisors
California
$3.58K
TWIM
835
TIAA Wealth Investment Management
New York
$2.85K
PWPS
836
Pinnacle Wealth Planning Services
Ohio
$2.78K
ME
837
McIlrath & Eck
Washington
$2.25K
BONH
838
Bank of New Hampshire
New Hampshire
$1.99K
RF
839
Rossby Financial
Florida
$799
AGWCA
840
Annis Gardner Whiting Capital Advisors
Florida
$663
VWM
841
Vermillion Wealth Management
Minnesota
$663
SCM
842
SOL Capital Management
Maryland
GCA
843
Gallagher Capital Advisors
Texas
MCM
844
M1 Capital Management
Michigan
TIAA Trust, National Association
845
TIAA Trust, National Association
North Carolina
JWCA
846
J.W. Cole Advisors
Florida
IA
847
IFG Advisory
Georgia
GLA
848
Great Lakes Advisors
Illinois
NIM
849
Niles Investment Management
Florida
PCM
850
Park Capital Management
Wisconsin