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iShares Morningstar Mid-Cap Value ETF

173 hedge funds and large institutions have $682M invested in iShares Morningstar Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
CCMG
26
Clark Capital Management Group
Pennsylvania
$7.02M
GIA
27
GHP Investment Advisors
Colorado
$6.89M
DC
28
Davenport & Co
Virginia
$5.93M
LGA
29
Lebenthal Global Advisors
New York
$5.24M
SA
30
Sovran Advisors
California
$5.01M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.93M
Mariner
32
Mariner
Kansas
$4.84M
AWM
33
Avior Wealth Management
Nebraska
$4.51M
DI
34
DDFG Inc
California
$4.23M
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$3.82M
Stifel Financial
36
Stifel Financial
Missouri
$3.8M
Creative Planning
37
Creative Planning
Kansas
$3.77M
EWA
38
EP Wealth Advisors
California
$3.65M
AA
39
Aire Advisors
California
$3.43M
MEG
40
Millstone Evans Group
Colorado
$3.25M
Baird Financial Group
41
Baird Financial Group
Wisconsin
$3.03M
MFG
42
Merit Financial Group
Georgia
$2.38M
DAS
43
Dynamic Advisor Solutions
Arizona
$2.34M
VCM
44
Vivaldi Capital Management
Illinois
$2.3M
MML Investors Services
45
MML Investors Services
Massachusetts
$2.25M
KAS
46
Kestra Advisory Services
Texas
$2.15M
JSA
47
Jim Saulnier & Associates
Colorado
$2.11M
CWMK
48
Caliber Wealth Management (Kansas)
Kansas
$2.09M
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$2.07M
DWM
50
Diversify Wealth Management
Utah
$1.99M