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iShares Morningstar Mid-Cap Value ETF

153 hedge funds and large institutions have $442M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% 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
16
Increased
70
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$243K 3,197 +3,197 New
TIAA Trust, National Association
102
TIAA Trust, National Association
North Carolina
$235K 3,098
SF
103
Summit Financial
New Jersey
$230K 3,028 +15 +0.5%
BFG
104
Beacon Financial Group
Texas
$215K 2,836 +5 +0.2%
BFG
105
Bouchey Financial Group
New York
$213K 2,808
TCA
106
Transcend Capital Advisors
New Jersey
$213K 2,803
WWM
107
Western Wealth Management
Colorado
$213K 2,801 +1 +0%
TIA
108
Trust Investment Advisors
Indiana
$212K 2,795 +5 +0.2%
CAM
109
Cresset Asset Management
Illinois
$209K 2,745
SAM
110
Silvercrest Asset Management
New York
$206K 2,706
SAM
111
Smartleaf Asset Management
Massachusetts
$175K 2,317 +367 +19%
GRP
112
Global Retirement Partners
California
$174K 2,286 +2,286 New
CIR
113
Clear Investment Research
Georgia
$153K 2,012 +4 +0.2%
BlackRock
114
BlackRock
New York
$114K 1,500
BCMLT
115
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K 1,404
GWANC
116
Guardian Wealth Advisors (North Carolina)
North Carolina
$91.8K 1,208 -201 -14%
ACA
117
Aptus Capital Advisors
Alabama
$91.8K 1,208 -201 -14%
HFS
118
Hopwood Financial Services
Virginia
$72.9K 960
NA
119
NewEdge Advisors
Louisiana
$71.8K 945 +5 +0.5%
PTC
120
Private Trust Company
Ohio
$63.2K 832 +119 +17%
AAS
121
Ameritas Advisory Services
Nebraska
$58.4K 768 +768 New
OA
122
Operose Advisors
Wisconsin
$48.8K 642
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$43.5K 573 -89 -13%
ME
124
McIlrath & Eck
Washington
$41K 540
PFBT
125
Parkside Financial Bank & Trust
Missouri
$38.8K 510