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iShares Morningstar Mid-Cap Value ETF

172 hedge funds and large institutions have $681M invested in iShares Morningstar Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

7% more capital invested

Capital invested by funds: $637M → $681M (+$44.8M)

5% more funds holding

Funds holding: 164172 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.46% less ownership

Funds ownership: 70.41%69.95% (-0.46%)

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
65
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
76
Sage Financial Group
Pennsylvania
$539K -$2.58K -30 -0.5%
DADC
77
D.A. Davidson & Co
Montana
$523K +$55.9K +650 +12%
TCPG
78
Trivant Custom Portfolio Group
California
$513K +$47.3K +550 +10%
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 -$52.5K -610 -11%
PAG
83
Private Advisor Group
New Jersey
$429K +$774 +9 +0.2%
GS
84
GWN Securities
Florida
$404K +$13.9K +161 +3%
WCAMG
85
Woodard & Company Asset Management Group
North Carolina
$404K +$5.33K +62 +1%
BIG
86
Brooklyn Investment Group
New York
$402K +$131K +1,525 +47%
PA
87
Parallel Advisors
California
$399K
WJA
88
Willis Johnson & Associates
Texas
$384K
RF
89
rebel Financial
Ohio
$372K -$18.3K -213 -5%
CIA
90
Cape Investment Advisory
Georgia
$359K +$86 +1 +0%
SAM
91
Summit Asset Management
Tennessee
$357K
WCM
92
WealthTrak Capital Management
Virginia
$350K -$2.75K -32 -0.8%
HighTower Advisors
93
HighTower Advisors
Illinois
$347K +$29.3K +341 +9%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$325K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$314K -$3.96K -46 -1%
KPWS
96
Kestra Private Wealth Services
Texas
$308K +$430 +5 +0.1%
LJAC
97
L.J. Altfest & Co
New York
$305K
BCA
98
Bay Colony Advisors
Massachusetts
$298K -$13.2K -154 -4%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$294K
PMFA
100
Plante Moran Financial Advisors
Michigan
$293K