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iShares Morningstar Mid-Cap Value ETF

156 hedge funds and large institutions have $443M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 9 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
LGA
26
Lebenthal Global Advisors
New York
$4.24M
DC
27
Davenport & Co
Virginia
$3.99M
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.82M
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.64M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.33M
Stifel Financial
31
Stifel Financial
Missouri
$3.31M
EWA
32
EP Wealth Advisors
California
$3.28M
MML Investors Services
33
MML Investors Services
Massachusetts
$3.22M
AA
34
Aire Advisors
California
$3.09M
MEG
35
Millstone Evans Group
Colorado
$2.95M
DI
36
DDFG Inc
California
$2.42M
BWA
37
Burt Wealth Advisors
Maryland
$2.11M
MFG
38
Merit Financial Group
Georgia
$2.09M
VCM
39
Vivaldi Capital Management
Illinois
$2.02M
JSA
40
Jim Saulnier & Associates
Colorado
$2M
DAS
41
Dynamic Advisor Solutions
Arizona
$1.96M
CWMK
42
Caliber Wealth Management (Kansas)
Kansas
$1.94M
AWS
43
Atria Wealth Solutions
New York
$1.93M
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$1.89M
SA
45
Sovran Advisors
California
$1.86M
FA
46
Flagstar Advisors
New York
$1.76M
LI
47
LRI Investments
Florida
$1.72M
JJBC
48
James J. Burns & Company
New York
$1.56M
CMP
49
Courage Miller Partners
Virginia
$1.54M
PS
50
Principal Securities
Iowa
$1.52M