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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
HCM
101
Hudson Capital Management
New Jersey
$6.32M
DBRC
102
D.B. Root & Company
Pennsylvania
$6.26M
JWA
103
JFS Wealth Advisors
Pennsylvania
$6.17M
PFS
104
Prospera Financial Services
Texas
$6.14M
BFM
105
Broadview Financial Management
Wisconsin
$5.88M
PAI
106
Pittenger & Anderson Inc
Nebraska
$5.88M
ABC
107
Associated Banc-Corp
Wisconsin
$5.7M
HNB
108
Huntington National Bank
Ohio
$5.67M
Goldman Sachs
109
Goldman Sachs
New York
$5.66M
NG
110
Novem Group
New York
$5.55M
BWM
111
BKM Wealth Management
Wisconsin
$5.53M
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$5.51M
WA
113
Waverly Advisors
Alabama
$5.38M
IF
114
Ironwood Financial
Arizona
$5.33M
CWM
115
Cordatus Wealth Management
Pennsylvania
$5.28M
ITB
116
Idaho Trust Bank
Idaho
$5.26M
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$5.21M
IFS
118
Ifrah Financial Services
Arkansas
$5.2M
EPP
119
ETF Portfolio Partners
Kansas
$5.14M
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$5.13M
Betterment LLC
121
Betterment LLC
New York
$5.03M
BFG
122
Bleakley Financial Group
New Jersey
$4.75M
LFAS
123
Level Four Advisory Services
Texas
$4.68M
CAG
124
Csenge Advisory Group
Florida
$4.68M
PAG
125
Private Advisor Group
New Jersey
$4.67M