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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
CIBC World Market
151
CIBC World Market
Ontario, Canada
$3.66M
HW
152
Hancock Whitney
Mississippi
$3.64M
TIAAOA
153
Teachers Insurance & Annuity Association of America
New York
$3.64M
WTC
154
WhitTier Trust Company
Nevada
$3.64M
NAM
155
NorthCrest Asset Manangement
Minnesota
$3.62M
AA
156
Alesco Advisors
New York
$3.62M
ATPW
157
Ashton Thomas Private Wealth
Arizona
$3.61M
AB
158
ANB Bank
Colorado
$3.45M
NCM
159
Neumann Capital Management
California
$3.44M
HWA
160
Heritage Wealth Advisors
Virginia
$3.37M
CAM
161
Campion Asset Management
Virginia
$3.32M
CCM
162
Coldstream Capital Management
Washington
$3.18M
PP
163
Prosperity Planning
Missouri
$3.13M
Members Trust
164
Members Trust
Florida
$3.12M
FHB
165
First Hawaiian Bank
Hawaii
$3.08M
P
166
&Partners
Tennessee
$3.06M
JE
167
JMAC Enterprises
Pennsylvania
$2.96M
NF
168
Nikulski Financial
Iowa
$2.89M
SFG
169
SNS Financial Group
Minnesota
$2.88M
HWMC
170
Heritage Wealth Management (California)
California
$2.83M
UB
171
Umpqua Bank
Oregon
$2.83M
CB
172
Commerce Bank
Missouri
$2.81M
CWM
173
Cooke Wealth Management
California
$2.8M
RWP
174
RWA Wealth Partners
Massachusetts
$2.7M
UB
175
UMB Bank
Missouri
$2.7M