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iShares Morningstar Mid-Cap Value ETF

172 hedge funds and large institutions have $681M invested in iShares Morningstar Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

7% more capital invested

Capital invested by funds: $637M → $681M (+$44.8M)

5% more funds holding

Funds holding: 164172 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.46% less ownership

Funds ownership: 70.41%69.95% (-0.46%)

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
65
Reduced
45
Closed
8
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 +$94.9K +1,103 +1%
GIA
27
GHP Investment Advisors
Colorado
$6.89M -$117K -1,358 -2%
DC
28
Davenport & Co
Virginia
$5.93M +$338K +3,930 +6%
LGA
29
Lebenthal Global Advisors
New York
$5.24M +$88.4K +1,027 +2%
SA
30
Sovran Advisors
California
$5.01M +$110K +1,278 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.93M +$656K +7,630 +15%
Mariner
32
Mariner
Kansas
$4.84M +$75.3K +875 +2%
AWM
33
Avior Wealth Management
Nebraska
$4.51M +$3.26M +37,933 +248%
DI
34
DDFG Inc
California
$4.23M +$263K +3,060 +7%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$3.82M -$135K -1,564 -3%
Stifel Financial
36
Stifel Financial
Missouri
$3.8M -$85.9K -999 -2%
Creative Planning
37
Creative Planning
Kansas
$3.77M -$258 -3 -0%
EWA
38
EP Wealth Advisors
California
$3.65M -$11.1K -129 -0.3%
AA
39
Aire Advisors
California
$3.43M -$4.82K -56 -0.1%
MEG
40
Millstone Evans Group
Colorado
$3.25M -$7.49K -87 -0.2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$3.03M +$1.53M +17,842 +100%
MFG
42
Merit Financial Group
Georgia
$2.38M +$23K +267 +1%
DAS
43
Dynamic Advisor Solutions
Arizona
$2.34M +$45.3K +526 +2%
VCM
44
Vivaldi Capital Management
Illinois
$2.3M -$37.3K -433 -2%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.25M -$136K -1,582 -6%
KAS
46
Kestra Advisory Services
Texas
$2.15M +$1.45M +16,874 +200%
JSA
47
Jim Saulnier & Associates
Colorado
$2.11M -$31.7K -368 -1%
CWMK
48
Caliber Wealth Management (Kansas)
Kansas
$2.09M -$12K -140 -0.6%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$2.07M +$3.96K +46 +0.2%
DWM
50
Diversify Wealth Management
Utah
$1.99M +$1.94M +22,513 New