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iShares Morningstar Mid-Cap Value ETF

156 hedge funds and large institutions have $574M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$5.05M
MML Investors Services
27
MML Investors Services
Massachusetts
$4.65M
Mariner
28
Mariner
Kansas
$4.59M
LGA
29
Lebenthal Global Advisors
New York
$4.58M
SA
30
Sovran Advisors
California
$4.51M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.05M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$3.81M
Stifel Financial
33
Stifel Financial
Missouri
$3.65M
DI
34
DDFG Inc
California
$3.62M
AA
35
Aire Advisors
California
$3.27M
MEG
36
Millstone Evans Group
Colorado
$2.91M
MFG
37
Merit Financial Group
Georgia
$2.22M
BWA
38
Burt Wealth Advisors
Maryland
$2.2M
DAS
39
Dynamic Advisor Solutions
Arizona
$2.1M
CWMK
40
Caliber Wealth Management (Kansas)
Kansas
$2.02M
JSA
41
Jim Saulnier & Associates
Colorado
$2.01M
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$1.99M
VCM
43
Vivaldi Capital Management
Illinois
$1.98M
LI
44
LRI Investments
Florida
$1.82M
PS
45
Principal Securities
Iowa
$1.68M
CMP
46
Courage Miller Partners
Virginia
$1.59M
DAS
47
Diversify Advisory Services
Utah
$1.56M
JJBC
48
James J. Burns & Company
New York
$1.53M
Goldman Sachs
49
Goldman Sachs
New York
$1.48M
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.46M