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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
OA
201
Operose Advisors
Wisconsin
$2.29M
AF
202
Allworth Financial
California
$2.28M
ONB
203
Old National Bancorp
Indiana
$2.28M
AIP
204
Almanack Investment Partners
Pennsylvania
$2.27M
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$2.23M
SCM
206
Stordahl Capital Management
Colorado
$2.22M
OWM
207
Opes Wealth Management
California
$2.22M
AWM
208
Avior Wealth Management
Nebraska
$2.2M
BCG
209
Breakwater Capital Group
New Jersey
$2.19M
GBFG
210
Gerald Baker Financial Group
Texas
$2.18M
SCG
211
Sonata Capital Group
Washington
$2.15M
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$2.13M
ST
213
Sageworth Trust
Pennsylvania
$2.13M
FGWP
214
Founders Grove Wealth Partners
Virginia
$2.12M
AQR Capital Management
215
AQR Capital Management
Connecticut
$2.12M
EWA
216
EP Wealth Advisors
California
$2.1M
AllianceBernstein
217
AllianceBernstein
Tennessee
$2.09M
HBW
218
Hazlett, Burt & Watson
West Virginia
$2.09M
EH
219
Equitable Holdings
New York
$2.08M
FCBT
220
First Citizens Bank & Trust
North Carolina
$2.07M
KWM
221
Kingsview Wealth Management
Oregon
$2.03M
SFS
222
Sowell Financial Services
Arkansas
$2.02M
FFA
223
Farther Finance Advisors
California
$2.01M
PAG
224
Private Advisory Group
Washington
$1.98M
SWA
225
Stratos Wealth Advisors
Ohio
$1.92M