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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
GPA
176
Guidance Point Advisors
Massachusetts
$2.68M
BFA
177
Bragg Financial Advisors
North Carolina
$2.64M
OC
178
Oppenheimer & Co
New York
$2.6M
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.58M
ASN
180
Advisory Services Network
Georgia
$2.57M
HCA
181
Heck Capital Advisors
Wisconsin
$2.56M
SFO
182
Stokes Family Office
Louisiana
$2.55M
AFG
183
Allegheny Financial Group
Pennsylvania
$2.54M
AWP
184
Axis Wealth Partners
Rhode Island
$2.52M
TIA
185
Tiemann Investment Advisors
California
$2.52M
FP
186
Factorial Partners
New York
$2.5M
SC
187
Sierra Capital
Florida
$2.48M
WAS
188
Wealth Advisory Solutions
Indiana
$2.47M
CIA
189
Concurrent Investment Advisors
Florida
$2.44M
OCM
190
One Capital Management
California
$2.4M
QCM
191
Quantinno Capital Management
New York
$2.39M
IAA
192
Independent Advisor Alliance
North Carolina
$2.37M
FTUS
193
Flow Traders U.S.
New York
$2.33M
OPW
194
Oxler Private Wealth
New York
$2.33M
TPCW
195
TD Private Client Wealth
New York
$2.3M
DBIA
196
Dumont & Blake Investment Advisors
New Jersey
$2.29M
OA
197
Operose Advisors
Wisconsin
$2.29M
AF
198
Allworth Financial
California
$2.28M
ONB
199
Old National Bancorp
Indiana
$2.28M
AIP
200
Almanack Investment Partners
Pennsylvania
$2.27M