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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$2.23M
SCM
202
Stordahl Capital Management
Colorado
$2.22M
OWM
203
Opes Wealth Management
California
$2.22M
AWM
204
Avior Wealth Management
Nebraska
$2.2M
BCG
205
Breakwater Capital Group
New Jersey
$2.19M
GBFG
206
Gerald Baker Financial Group
Texas
$2.18M
SCG
207
Sonata Capital Group
Washington
$2.15M
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$2.13M
ST
209
Sageworth Trust
Pennsylvania
$2.13M
FGWP
210
Founders Grove Wealth Partners
Virginia
$2.12M
AQR Capital Management
211
AQR Capital Management
Connecticut
$2.12M
EWA
212
EP Wealth Advisors
California
$2.1M
AllianceBernstein
213
AllianceBernstein
Tennessee
$2.09M
HBW
214
Hazlett, Burt & Watson
West Virginia
$2.09M
EH
215
Equitable Holdings
New York
$2.08M
FCBT
216
First Citizens Bank & Trust
North Carolina
$2.07M
KWM
217
Kingsview Wealth Management
Oregon
$2.03M
SFS
218
Sowell Financial Services
Arkansas
$2.02M
FFA
219
Farther Finance Advisors
California
$2.01M
PAG
220
Private Advisory Group
Washington
$1.98M
SWA
221
Stratos Wealth Advisors
Ohio
$1.92M
VW
222
Vance Wealth
California
$1.91M
WCL
223
Wealth Care LLC
Florida
$1.89M
PB
224
Pinnacle Bancorp
Nebraska
$1.87M
CA
225
Cornerstone Advisory
Maryland
$1.85M