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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
WMWM
151
Whitaker-Myers Wealth Managers
Ohio
$3.67M
GJIA
152
Glass Jacobson Investment Advisors
Maryland
$3.66M
CIBC World Market
153
CIBC World Market
Ontario, Canada
$3.66M
HW
154
Hancock Whitney
Mississippi
$3.64M
TIAAOA
155
Teachers Insurance & Annuity Association of America
New York
$3.64M
WTC
156
WhitTier Trust Company
Nevada
$3.64M
NAM
157
NorthCrest Asset Manangement
Minnesota
$3.62M
AA
158
Alesco Advisors
New York
$3.62M
ATPW
159
Ashton Thomas Private Wealth
Arizona
$3.61M
AB
160
ANB Bank
Colorado
$3.45M
NCM
161
Neumann Capital Management
California
$3.44M
HWA
162
Heritage Wealth Advisors
Virginia
$3.37M
CAM
163
Campion Asset Management
Virginia
$3.32M
CCM
164
Coldstream Capital Management
Washington
$3.18M
PP
165
Prosperity Planning
Missouri
$3.13M
Members Trust
166
Members Trust
Florida
$3.12M
FHB
167
First Hawaiian Bank
Hawaii
$3.08M
P
168
&Partners
Tennessee
$3.06M
JE
169
JMAC Enterprises
Pennsylvania
$2.96M
NF
170
Nikulski Financial
Iowa
$2.89M
SFG
171
SNS Financial Group
Minnesota
$2.88M
HWMC
172
Heritage Wealth Management (California)
California
$2.83M
UB
173
Umpqua Bank
Oregon
$2.83M
CB
174
Commerce Bank
Missouri
$2.81M
CWM
175
Cooke Wealth Management
California
$2.8M