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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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
WCAMG
76
Woodard & Company Asset Management Group
North Carolina
$450K
GWM
77
Geneos Wealth Management
Colorado
$435K
PCIA
78
Prime Capital Investment Advisors
Kansas
$426K
PAG
79
Private Advisor Group
New Jersey
$401K
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$391K
SC
81
Savant Capital
Illinois
$388K
PA
82
Parallel Advisors
California
$383K
WJA
83
Willis Johnson & Associates
Texas
$364K
Jones Financial Companies
84
Jones Financial Companies
Missouri
$359K
RF
85
rebel Financial
Ohio
$357K
CFA
86
Cahill Financial Advisors
Minnesota
$349K
GS
87
GWN Securities
Florida
$340K
CCM
88
Chilton Capital Management
Texas
$340K
SAM
89
Summit Asset Management
Tennessee
$339K
DADC
90
D.A. Davidson & Co
Montana
$338K
WCM
91
WealthTrak Capital Management
Virginia
$335K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$308K
HighTower Advisors
93
HighTower Advisors
Illinois
$300K
KPWS
94
Kestra Private Wealth Services
Texas
$291K
LJAC
95
L.J. Altfest & Co
New York
$289K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$280K
PMFA
97
Plante Moran Financial Advisors
Michigan
$277K
OC
98
Oakworth Capital
Alabama
$276K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$275K
BCA
100
Bay Colony Advisors
Massachusetts
$275K