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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
UWPG
101
Ullmann Wealth Partners Group
Florida
$6.4M
PMWMG
102
Parr McKnight Wealth Management Group
Minnesota
$6.37M
HCM
103
Hudson Capital Management
New Jersey
$6.32M
DBRC
104
D.B. Root & Company
Pennsylvania
$6.26M
JWA
105
JFS Wealth Advisors
Pennsylvania
$6.17M
PFS
106
Prospera Financial Services
Texas
$6.14M
BFM
107
Broadview Financial Management
Wisconsin
$5.88M
PAI
108
Pittenger & Anderson Inc
Nebraska
$5.88M
ABC
109
Associated Banc-Corp
Wisconsin
$5.7M
HNB
110
Huntington National Bank
Ohio
$5.67M
Goldman Sachs
111
Goldman Sachs
New York
$5.66M
NG
112
Novem Group
New York
$5.55M
BWM
113
BKM Wealth Management
Wisconsin
$5.53M
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$5.51M
WA
115
Waverly Advisors
Alabama
$5.38M
IF
116
Ironwood Financial
Arizona
$5.33M
CWM
117
Cordatus Wealth Management
Pennsylvania
$5.28M
ITB
118
Idaho Trust Bank
Idaho
$5.26M
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$5.21M
IFS
120
Ifrah Financial Services
Arkansas
$5.2M
EPP
121
ETF Portfolio Partners
Kansas
$5.14M
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$5.13M
Betterment LLC
123
Betterment LLC
New York
$5.03M
BFG
124
Bleakley Financial Group
New Jersey
$4.75M
LFAS
125
Level Four Advisory Services
Texas
$4.68M