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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
CAG
126
Csenge Advisory Group
Florida
$4.68M
PAG
127
Private Advisor Group
New Jersey
$4.67M
CIAS
128
CFS Investment Advisory Services
New Jersey
$4.66M
CPSAC
129
Chas P. Smith & Associates (CPS)
Florida
$4.56M
JFA
130
JNBA Financial Advisors
Minnesota
$4.52M
NWAG
131
Net Worth Advisory Group
Utah
$4.52M
KWMG
132
King Wealth Management Group
Florida
$4.43M
TRIA
133
Trail Ridge Investment Advisors
Colorado
$4.29M
BA
134
Brightwater Advisory
Florida
$4.27M
CA
135
Centerpoint Advisors
Massachusetts
$4.27M
FTWA
136
Fifth Third Wealth Advisors
Ohio
$4.26M
SFA
137
Sequoia Financial Advisors
Ohio
$4.2M
AWP
138
Astra Wealth Partners
New Jersey
$4.18M
GIM
139
Goelzer Investment Management
Indiana
$4.12M
SIA
140
Soltis Investment Advisors
Utah
$4.04M
MWM
141
Modera Wealth Management
New Jersey
$3.97M
MT
142
Midwest Trust
Kansas
$3.96M
HWM
143
HB Wealth Management
Georgia
$3.93M
SA
144
Sanctuary Advisors
Indiana
$3.89M
Citadel Advisors
145
Citadel Advisors
Florida
$3.84M
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$3.81M
RWA
147
River Wealth Advisors
Pennsylvania
$3.8M
CWM
148
Cranbrook Wealth Management
Michigan
$3.8M
LC
149
LTG Capital
Massachusetts
$3.72M
BPA
150
Beacon Pointe Advisors
California
$3.7M