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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.43M +$40.3K +513 +3%
RPGK
52
Retirement Planning Group (Kansas)
Kansas
$1.34M -$11.6K -147 -0.9%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.31M -$26K -331 -2%
FA
54
Flagstar Advisors
New York
$1.31M -$540K -6,866 -30%
Creative Planning
55
Creative Planning
Kansas
$1.3M +$762K +9,694 +150%
PAS
56
Park Avenue Securities
New York
$1.15M +$76.7K +976 +7%
M&T Bank
57
M&T Bank
New York
$1.1M
Comerica Bank
58
Comerica Bank
Texas
$1.09M +$6.99K +89 +0.7%
PIAS
59
PCA Investment Advisory Services
Ohio
$1.09M -$36.5K -464 -3%
JP Morgan Chase
60
JP Morgan Chase
New York
$1.02M -$432K -5,503 -30%
LFAS
61
Level Four Advisory Services
Texas
$994K
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$989K
Citigroup
63
Citigroup
New York
$829K +$83.8K +1,067 +12%
BAMG
64
Brand Asset Management Group
Missouri
$808K +$790K +10,053 New
MWP
65
Madison Wealth Partners
Wisconsin
$722K +$28.8K +367 +4%
LG
66
LaFleur & Godfrey
Michigan
$705K +$25.1K +320 +4%
KAS
67
Kestra Advisory Services
Texas
$697K +$87.8K +1,117 +15%
Jane Street
68
Jane Street
New York
$664K +$650K +8,268 New
PSF
69
Pacific Sun Financial
California
$652K -$1.57K -20 -0.2%
First Manhattan
70
First Manhattan
New York
$598K
FHA
71
Flagship Harbor Advisors
Massachusetts
$567K +$2.91K +37 +0.5%
SFG
72
Sage Financial Group
Pennsylvania
$514K -$30.5K -388 -6%
TCPG
73
Trivant Custom Portfolio Group
California
$465K +$7.78K +99 +2%
IWC
74
Integrated Wealth Concepts
Massachusetts
$461K -$54.1K -689 -11%
JWCA
75
J.W. Cole Advisors
Florida
$454K -$707 -9 -0.2%