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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
RWP
176
RWA Wealth Partners
Massachusetts
$2.7M
UB
177
UMB Bank
Missouri
$2.7M
GPA
178
Guidance Point Advisors
Massachusetts
$2.68M
BFA
179
Bragg Financial Advisors
North Carolina
$2.64M
OC
180
Oppenheimer & Co
New York
$2.6M
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.58M
ASN
182
Advisory Services Network
Georgia
$2.57M
HCA
183
Heck Capital Advisors
Wisconsin
$2.56M
SFO
184
Stokes Family Office
Louisiana
$2.55M
AFG
185
Allegheny Financial Group
Pennsylvania
$2.54M
AWP
186
Axis Wealth Partners
Rhode Island
$2.52M
TIA
187
Tiemann Investment Advisors
California
$2.52M
FP
188
Factorial Partners
New York
$2.5M
SC
189
Sierra Capital
Florida
$2.48M
WAS
190
Wealth Advisory Solutions
Indiana
$2.47M
CIA
191
Concurrent Investment Advisors
Florida
$2.44M
CAM
192
Cozad Asset Management
Illinois
$2.43M
OCM
193
One Capital Management
California
$2.4M
QCM
194
Quantinno Capital Management
New York
$2.39M
GT
195
Glenmede Trust
Pennsylvania
$2.38M
IAA
196
Independent Advisor Alliance
North Carolina
$2.37M
FTUS
197
Flow Traders U.S.
New York
$2.33M
OPW
198
Oxler Private Wealth
New York
$2.33M
TPCW
199
TD Private Client Wealth
New York
$2.3M
DBIA
200
Dumont & Blake Investment Advisors
New Jersey
$2.29M