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iShares Morningstar Mid-Cap Value ETF

148 hedge funds and large institutions have $386M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

28% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 43

6% more funds holding

Funds holding: 140148 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.96% less ownership

Funds ownership: 63.02%61.06% (-2%)

6% less capital invested

Capital invested by funds: $409M → $386M (-$22.8M)

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
55
Reduced
43
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.2M +$13.2K +175 +0.4%
MEG
27
Millstone Evans Group
Colorado
$2.97M -$135K -1,800 -4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.78M +$87.9K +1,168 +3%
AA
29
Aire Advisors
California
$2.76M +$11.3K +150 +0.4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.58M +$1.61M +21,429 +161%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.51M -$57.9K -769 -2%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$2.29M -$20.7M -274,754 -90%
DI
33
DDFG Inc
California
$2.23M +$1.73M +23,005 +327%
DC
34
Davenport & Co
Virginia
$2.18M +$223K +2,963 +11%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.1M -$145K -1,926 -6%
JSA
36
Jim Saulnier & Associates
Colorado
$2.08M +$89.5K +1,189 +4%
FA
37
Flagstar Advisors
New York
$2.03M -$75K -996 -4%
AWS
38
Atria Wealth Solutions
New York
$2.01M -$255K -3,384 -11%
CWMK
39
Caliber Wealth Management (Kansas)
Kansas
$1.9M +$1.93M +25,602 New
MFG
40
Merit Financial Group
Georgia
$1.81M -$144K -1,912 -7%
LI
41
LRI Investments
Florida
$1.68M
VCM
42
Vivaldi Capital Management
Illinois
$1.68M +$16.3K +217 +1%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.64M +$30.8K +409 +2%
CMP
44
Courage Miller Partners
Virginia
$1.53M -$22.4K -297 -1%
Corient Private Wealth
45
Corient Private Wealth
Florida
$1.41M -$236K -3,135 -14%
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$1.33M -$85.7K -1,139 -6%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$156K -2,068 -10%
DAS
48
Diversify Advisory Services
Utah
$1.09M +$79.9K +1,062 +7%
BWA
49
Burt Wealth Advisors
Maryland
$1.07M -$34.3K -456 -3%
M&T Bank
50
M&T Bank
New York
$1.06M

IMCV Hedge Fund Activity: Q1 2025 in Review

148 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q1 2025, worth a combined $386M — down 5.6% from $409M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IMCV positions and 4 closed out — a net gain of 9 holders — while 55 added to existing stakes and 43 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.39M. The largest seller was Focus Partners Wealth, cutting an estimated $20.7M.

  • 148 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q1 2025, up from 140 in Q4 2024.
  • Funds reported $386M of iShares Morningstar Mid-Cap Value ETF stock for Q1 2025, down 5.6% quarter-over-quarter.
  • 13 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q1 2025 and 4 closed out, a net change of +9 holders.
  • The largest iShares Morningstar Mid-Cap Value ETF buyer in Q1 2025 was Osaic Holdings, an estimated $3.39M added.
  • The largest iShares Morningstar Mid-Cap Value ETF seller in Q1 2025 was Focus Partners Wealth, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2025.