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iShares Morningstar Mid-Cap Value ETF

173 hedge funds and large institutions have $682M invested in iShares Morningstar Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SFG
76
Sage Financial Group
Pennsylvania
$539K
DADC
77
D.A. Davidson & Co
Montana
$523K
TCPG
78
Trivant Custom Portfolio Group
California
$513K
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$488K
VT
80
Vise Technologies
New York
$463K
PCIA
81
Prime Capital Investment Advisors
Kansas
$450K
IWC
82
Integrated Wealth Concepts
Massachusetts
$433K
PAG
83
Private Advisor Group
New Jersey
$429K
GS
84
GWN Securities
Florida
$404K
WCAMG
85
Woodard & Company Asset Management Group
North Carolina
$404K
BIG
86
Brooklyn Investment Group
New York
$402K
PA
87
Parallel Advisors
California
$399K
WJA
88
Willis Johnson & Associates
Texas
$384K
RF
89
rebel Financial
Ohio
$372K
CIA
90
Cape Investment Advisory
Georgia
$359K
SAM
91
Summit Asset Management
Tennessee
$357K
WCM
92
WealthTrak Capital Management
Virginia
$350K
HighTower Advisors
93
HighTower Advisors
Illinois
$347K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$325K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$314K
KPWS
96
Kestra Private Wealth Services
Texas
$308K
LJAC
97
L.J. Altfest & Co
New York
$305K
BCA
98
Bay Colony Advisors
Massachusetts
$298K
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$294K
PMFA
100
Plante Moran Financial Advisors
Michigan
$293K