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iShares Morningstar Mid-Cap Value ETF

154 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 16 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
70
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
76
J.W. Cole Advisors
Florida
$430K +$430K +5,656 New
WCAMG
77
Woodard & Company Asset Management Group
North Carolina
$429K -$168K -2,210 -28%
SC
78
Savant Capital
Illinois
$425K +$10.6K +140 +3%
GWM
79
Geneos Wealth Management
Colorado
$410K -$205K -2,696 -33%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$408K
PCIA
81
Prime Capital Investment Advisors
Kansas
$403K
PAG
82
Private Advisor Group
New Jersey
$379K +$379K +4,984 New
PA
83
Parallel Advisors
California
$369K +$98.8K +1,300 +37%
WJA
84
Willis Johnson & Associates
Texas
$344K
RF
85
rebel Financial
Ohio
$330K +$330K +4,342 New
CFA
86
Cahill Financial Advisors
Minnesota
$329K +$1.9K +25 +0.6%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$324K +$96.4K +1,275 +42%
CIA
88
Cape Investment Advisory
Georgia
$324K +$76 +1 +0%
SAM
89
Summit Asset Management
Tennessee
$320K -$19.8K -260 -6%
WCM
90
WealthTrak Capital Management
Virginia
$312K +$7.52K +99 +2%
GS
91
GWN Securities
Florida
$312K +$32.8K +431 +12%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$292K -$101K -1,333 -26%
KPWS
93
Kestra Private Wealth Services
Texas
$288K -$51.3K -675 -15%
LJAC
94
L.J. Altfest & Co
New York
$274K -$283K -3,729 -51%
HighTower Advisors
95
HighTower Advisors
Illinois
$272K +$272K +3,586 New
RWM
96
Revisor Wealth Management
Ohio
$267K -$12.5K -160 -4%
PMFA
97
Plante Moran Financial Advisors
Michigan
$262K
OC
98
Oakworth Capital
Alabama
$261K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$259K -$46.6K -613 -15%
NIWA
100
New Insight Wealth Advisors
California
$258K