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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
CIAS
126
CFS Investment Advisory Services
New Jersey
$4.66M
CPSAC
127
Chas P. Smith & Associates (CPS)
Florida
$4.56M
JFA
128
JNBA Financial Advisors
Minnesota
$4.52M
NWAG
129
Net Worth Advisory Group
Utah
$4.52M
KWMG
130
King Wealth Management Group
Florida
$4.43M
TRIA
131
Trail Ridge Investment Advisors
Colorado
$4.29M
BA
132
Brightwater Advisory
Florida
$4.27M
CA
133
Centerpoint Advisors
Massachusetts
$4.27M
FTWA
134
Fifth Third Wealth Advisors
Ohio
$4.26M
SFA
135
Sequoia Financial Advisors
Ohio
$4.2M
AWP
136
Astra Wealth Partners
New Jersey
$4.18M
GIM
137
Goelzer Investment Management
Indiana
$4.12M
SIA
138
Soltis Investment Advisors
Utah
$4.04M
MWM
139
Modera Wealth Management
New Jersey
$3.97M
MT
140
Midwest Trust
Kansas
$3.96M
HWM
141
HB Wealth Management
Georgia
$3.93M
SA
142
Sanctuary Advisors
Indiana
$3.89M
Citadel Advisors
143
Citadel Advisors
Florida
$3.84M
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$3.81M
RWA
145
River Wealth Advisors
Pennsylvania
$3.8M
CWM
146
Cranbrook Wealth Management
Michigan
$3.8M
LC
147
LTG Capital
Massachusetts
$3.72M
BPA
148
Beacon Pointe Advisors
California
$3.7M
WMWM
149
Whitaker-Myers Wealth Managers
Ohio
$3.67M
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$3.66M