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iShares Morningstar Mid-Cap Value ETF

163 hedge funds and large institutions have $637M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$3.8M
2 -$2.41M
3 -$1.28M
4
PAS
Park Avenue Securities
New York
-$1.15M
5
EH
Equitable Holdings
New York
-$685K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$471K
VT
77
Vise Technologies
New York
$463K
Jones Financial Companies
78
Jones Financial Companies
Missouri
$463K
DADC
79
D.A. Davidson & Co
Montana
$455K
TCPG
80
Trivant Custom Portfolio Group
California
$453K
RCA
81
Runnymede Capital Advisors
Ohio
$453K
PCIA
82
Prime Capital Investment Advisors
Kansas
$437K
PAG
83
Private Advisor Group
New Jersey
$416K
WCAMG
84
Woodard & Company Asset Management Group
North Carolina
$388K
PA
85
Parallel Advisors
California
$387K
GS
86
GWN Securities
Florida
$379K
RF
87
rebel Financial
Ohio
$378K
WJA
88
Willis Johnson & Associates
Texas
$373K
CIA
89
Cape Investment Advisory
Georgia
$349K
SAM
90
Summit Asset Management
Tennessee
$347K
WCM
91
WealthTrak Capital Management
Virginia
$342K
CCM
92
Chilton Capital Management
Texas
$319K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$316K
HighTower Advisors
94
HighTower Advisors
Illinois
$309K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$309K
US Bancorp
96
US Bancorp
Minnesota
$305K
BCA
97
Bay Colony Advisors
Massachusetts
$302K
KPWS
98
Kestra Private Wealth Services
Texas
$298K
LJAC
99
L.J. Altfest & Co
New York
$297K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$285K