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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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $447M → $574M (+$126M)

3.63% more ownership

Funds ownership: 64.34%67.97% (+3.6%)

0% more funds holding

Funds holding: 156156 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
156
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
68
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$5.05M +$811K +10,323 +20%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.65M +$1.22M +15,474 +36%
Mariner
28
Mariner
Kansas
$4.59M -$97.4K -1,240 -2%
LGA
29
Lebenthal Global Advisors
New York
$4.58M +$101K +1,289 +2%
SA
30
Sovran Advisors
California
$4.51M +$2.58M +32,813 +137%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.05M +$513K +6,525 +15%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$3.81M -$225K -2,863 -6%
Stifel Financial
33
Stifel Financial
Missouri
$3.65M +$147K +1,871 +4%
DI
34
DDFG Inc
California
$3.62M +$1.03M +13,154 +41%
AA
35
Aire Advisors
California
$3.27M +$629 +8 +0%
MEG
36
Millstone Evans Group
Colorado
$2.91M -$203K -2,578 -7%
MFG
37
Merit Financial Group
Georgia
$2.22M +$11.2K +143 +0.5%
BWA
38
Burt Wealth Advisors
Maryland
$2.2M -$23.9K -304 -1%
DAS
39
Dynamic Advisor Solutions
Arizona
$2.1M +$31.1K +396 +2%
CWMK
40
Caliber Wealth Management (Kansas)
Kansas
$2.02M -$31K -395 -2%
JSA
41
Jim Saulnier & Associates
Colorado
$2.01M -$104K -1,324 -5%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$1.99M -$6.68K -85 -0.3%
VCM
43
Vivaldi Capital Management
Illinois
$1.98M -$156K -1,982 -7%
LI
44
LRI Investments
Florida
$1.82M
PS
45
Principal Securities
Iowa
$1.68M +$72.4K +922 +5%
CMP
46
Courage Miller Partners
Virginia
$1.59M -$42.7K -543 -3%
DAS
47
Diversify Advisory Services
Utah
$1.56M +$224K +2,845 +17%
JJBC
48
James J. Burns & Company
New York
$1.53M -$111K -1,417 -7%
Goldman Sachs
49
Goldman Sachs
New York
$1.48M +$1.45M +18,455 New
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.46M -$8.02K -102 -0.6%