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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
WCAMG
76
Woodard & Company Asset Management Group
North Carolina
$450K -$4.48K -57 -1%
GWM
77
Geneos Wealth Management
Colorado
$435K +$1.41K +18 +0.3%
PCIA
78
Prime Capital Investment Advisors
Kansas
$426K
PAG
79
Private Advisor Group
New Jersey
$401K +$314 +4 +0.1%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$391K -$39.2K -499 -9%
SC
81
Savant Capital
Illinois
$388K -$59.9K -762 -14%
PA
82
Parallel Advisors
California
$383K -$6.44K -82 -2%
WJA
83
Willis Johnson & Associates
Texas
$364K
Jones Financial Companies
84
Jones Financial Companies
Missouri
$359K +$15.4K +196 +5%
RF
85
rebel Financial
Ohio
$357K -$341K -4,342 Closed
CFA
86
Cahill Financial Advisors
Minnesota
$349K +$1.81K +23 +0.5%
GS
87
GWN Securities
Florida
$340K +$10.5K +133 +3%
CCM
88
Chilton Capital Management
Texas
$340K +$332K +4,230 New
SAM
89
Summit Asset Management
Tennessee
$339K
DADC
90
D.A. Davidson & Co
Montana
$338K +$79K +1,005 +31%
WCM
91
WealthTrak Capital Management
Virginia
$335K +$4.95K +63 +2%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$308K
HighTower Advisors
93
HighTower Advisors
Illinois
$300K +$11.2K +143 +4%
KPWS
94
Kestra Private Wealth Services
Texas
$291K -$14.1K -179 -5%
LJAC
95
L.J. Altfest & Co
New York
$289K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$280K +$20.8K +265 +8%
PMFA
97
Plante Moran Financial Advisors
Michigan
$277K
OC
98
Oakworth Capital
Alabama
$276K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$275K +$1.49K +19 +0.6%
BCA
100
Bay Colony Advisors
Massachusetts
$275K +$269K +3,423 New