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iShares Morningstar Mid-Cap Value ETF

156 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 17 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 9 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
JWCA
76
J.W. Cole Advisors
Florida
$430K
WCAMG
77
Woodard & Company Asset Management Group
North Carolina
$429K
SC
78
Savant Capital
Illinois
$425K
GWM
79
Geneos Wealth Management
Colorado
$410K
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
PA
83
Parallel Advisors
California
$369K
WJA
84
Willis Johnson & Associates
Texas
$344K
RF
85
rebel Financial
Ohio
$330K
CFA
86
Cahill Financial Advisors
Minnesota
$329K
Jones Financial Companies
87
Jones Financial Companies
Missouri
$324K
CIA
88
Cape Investment Advisory
Georgia
$324K
SAM
89
Summit Asset Management
Tennessee
$320K
WCM
90
WealthTrak Capital Management
Virginia
$312K
GS
91
GWN Securities
Florida
$312K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$292K
KPWS
93
Kestra Private Wealth Services
Texas
$288K
LJAC
94
L.J. Altfest & Co
New York
$274K
HighTower Advisors
95
HighTower Advisors
Illinois
$272K
RWM
96
Revisor Wealth Management
Ohio
$267K
PMFA
97
Plante Moran Financial Advisors
Michigan
$262K
OC
98
Oakworth Capital
Alabama
$261K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$259K
NIWA
100
New Insight Wealth Advisors
California
$258K