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iShares Morningstar Mid-Cap Value ETF

173 hedge funds and large institutions have $682M invested in iShares Morningstar Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
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
Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oakworth Capital
Alabama
$291K
NIWA
102
New Insight Wealth Advisors
California
$288K
US Bancorp
103
US Bancorp
Minnesota
$277K
CFA
104
Cahill Financial Advisors
Minnesota
$264K
Jane Street
105
Jane Street
New York
$259K
TCA
106
Transcend Capital Advisors
New Jersey
$252K
BFG
107
Bouchey Financial Group
New York
$245K
MKA
108
M. Kulyk & Associates
Georgia
$244K
BFG
109
Beacon Financial Group
Texas
$242K
LC
110
Lawood & Co
Pennsylvania
$241K
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$236K
CAM
112
Cresset Asset Management
Illinois
$233K
SWP
113
Stratos Wealth Partners
Ohio
$230K
SAM
114
Silvercrest Asset Management
New York
$229K
OCA
115
Odyssey Capital Advisors
Pennsylvania
$224K
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$223K
PFA
117
Portland Financial Advisors
New York
$220K
RWM
118
Revisor Wealth Management
Ohio
$214K
5W
119
5T Wealth
California
$214K
P
120
&Partners
Tennessee
$210K
IAA
121
Independent Advisor Alliance
North Carolina
$204K
HI
122
Harbour Investments
Wisconsin
$190K
SAM
123
Smartleaf Asset Management
Massachusetts
$177K
CIR
124
Clear Investment Research
Georgia
$173K
NA
125
NewEdge Advisors
Louisiana
$164K