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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
LI
51
LRI Investments
Florida
$1.92M
JP Morgan Chase
52
JP Morgan Chase
New York
$1.89M +$629K +7,312 +48%
PS
53
Principal Securities
Iowa
$1.77M +$65.9K +766 +4%
JJBC
54
James J. Burns & Company
New York
$1.6M -$13.6K -158 -0.8%
CMP
55
Courage Miller Partners
Virginia
$1.57M -$21.2K -246 -1%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.38M -$1.58M -18,385 -53%
PAS
57
Park Avenue Securities
New York
$1.37M +$1.39M +16,119 New
RPGK
58
Retirement Planning Group (Kansas)
Kansas
$1.34M -$44.8K -521 -3%
FA
59
Flagstar Advisors
New York
$1.25M -$115K -1,342 -8%
PIAS
60
PCA Investment Advisory Services
Ohio
$1.17M +$1.29K +15 +0.1%
M&T Bank
61
M&T Bank
New York
$1.16M
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$1.14M +$1.16M +13,447 New
AFG
63
Allegheny Financial Group
Pennsylvania
$1.13M +$552K +6,416 +93%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$956K -$550K -6,393 -36%
SAG
65
Sentinel Advisory Group
Wisconsin
$866K +$879K +10,218 New
Jones Financial Companies
66
Jones Financial Companies
Missouri
$865K +$406K +4,718 +84%
LG
67
LaFleur & Godfrey
Michigan
$830K -$4.3K -50 -0.5%
MWP
68
Madison Wealth Partners
Wisconsin
$827K +$74.4K +865 +10%
BAMG
69
Brand Asset Management Group
Missouri
$788K -$29.8K -346 -4%
PSF
70
Pacific Sun Financial
California
$703K +$8.17K +95 +1%
Citigroup
71
Citigroup
New York
$686K +$15.1K +175 +2%
Goldman Sachs
72
Goldman Sachs
New York
$667K -$743K -8,632 -52%
FHA
73
Flagship Harbor Advisors
Massachusetts
$640K +$43.4K +505 +7%
First Manhattan
74
First Manhattan
New York
$631K
GWM
75
Geneos Wealth Management
Colorado
$544K +$1.64K +19 +0.3%