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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
Brown Advisory
851
Brown Advisory
Maryland
RFM
852
Royal Fund Management
Florida
MPIA
853
Milestones Private Investment Advisors
New York
FRA
854
Frank Rimerman Advisors
California
HNWA
855
Henrickson Nauta Wealth Advisors
Michigan
QWM
856
Quadcap Wealth Management
Texas
FA
857
FSA Advisors
Michigan
BP
858
BBR Partners
New York
BRWA
859
B. Riley Wealth Advisors
Florida
CPC
860
Consolidated Planning Corp
Georgia
BCI
861
Brinker Capital Investments
Pennsylvania
NW
862
NewEdge Wealth
Pennsylvania
RWP
863
Revolve Wealth Partners
New Jersey
EI
864
Ellevest Inc
New York
AWA
865
Arete Wealth Advisors
Illinois
LWANC
866
Laurel Wealth Advisors (North Carolina)
North Carolina
CWP
867
Concord Wealth Partners
Virginia
FHA
868
Flagship Harbor Advisors
Massachusetts
EW
869
Elyxium Wealth
California
Qube Research & Technologies (QRT)
870
Qube Research & Technologies (QRT)
United Kingdom
MW
871
Merited Wealth
Florida
MFG
872
Mendota Financial Group
Wisconsin
FFL
873
Financial Freedom LLC
Ohio
PWS
874
Pursuit Wealth Strategies
North Carolina
Deutsche Bank
875
Deutsche Bank
Germany