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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
NI
851
Nuance Investments
Missouri
Bank Julius Baer & Co
852
Bank Julius Baer & Co
Switzerland
Boston Partners
853
Boston Partners
Massachusetts
Fuller & Thaler Asset Management
854
Fuller & Thaler Asset Management
California
KCM
855
Kennedy Capital Management
Missouri
CF
856
Clarity Financial
Texas
AIP
857
Alexis Investment Partners
Texas
IWM
858
Inlight Wealth Management
Georgia
Brown Advisory
859
Brown Advisory
Maryland
RFM
860
Royal Fund Management
Florida
MPIA
861
Milestones Private Investment Advisors
New York
FRA
862
Frank Rimerman Advisors
California
MKW
863
Mullaney, Keating & Wright
Connecticut
HNWA
864
Henrickson Nauta Wealth Advisors
Michigan
QWM
865
Quadcap Wealth Management
Texas
FA
866
FSA Advisors
Michigan
BP
867
BBR Partners
New York
BRWA
868
B. Riley Wealth Advisors
Florida
CPC
869
Consolidated Planning Corp
Georgia
BCI
870
Brinker Capital Investments
Pennsylvania
NW
871
NewEdge Wealth
Pennsylvania
RWP
872
Revolve Wealth Partners
New Jersey
EI
873
Ellevest Inc
New York
AWA
874
Arete Wealth Advisors
Illinois
LWANC
875
Laurel Wealth Advisors (North Carolina)
North Carolina