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iShares Morningstar Mid-Cap Value ETF

154 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 16 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.07%
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
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$245K +$1.6K +21 +0.7%
DADC
102
D.A. Davidson & Co
Montana
$243K +$243K +3,197 New
TIAA Trust, National Association
103
TIAA Trust, National Association
North Carolina
$235K
SF
104
Summit Financial
New Jersey
$230K +$1.14K +15 +0.5%
BFG
105
Beacon Financial Group
Texas
$215K +$380 +5 +0.2%
BFG
106
Bouchey Financial Group
New York
$213K
TCA
107
Transcend Capital Advisors
New Jersey
$213K
WWM
108
Western Wealth Management
Colorado
$213K +$76 +1 +0%
TIA
109
Trust Investment Advisors
Indiana
$212K +$380 +5 +0.2%
CAM
110
Cresset Asset Management
Illinois
$209K
SAM
111
Silvercrest Asset Management
New York
$206K
SAM
112
Smartleaf Asset Management
Massachusetts
$175K +$27.7K +367 +19%
GRP
113
Global Retirement Partners
California
$174K +$174K +2,286 New
CIR
114
Clear Investment Research
Georgia
$153K +$304 +4 +0.2%
BlackRock
115
BlackRock
New York
$114K
BCMLT
116
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K
ACA
117
Aptus Capital Advisors
Alabama
$91.8K -$15.3K -201 -14%
GWANC
118
Guardian Wealth Advisors (North Carolina)
North Carolina
$91.8K -$15.3K -201 -14%
HFS
119
Hopwood Financial Services
Virginia
$72.9K
NA
120
NewEdge Advisors
Louisiana
$71.8K +$380 +5 +0.5%
PTC
121
Private Trust Company
Ohio
$63.2K +$9.04K +119 +17%
AAS
122
Ameritas Advisory Services
Nebraska
$58.4K +$58.4K +768 New
OA
123
Operose Advisors
Wisconsin
$48.8K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$43.5K -$6.76K -89 -13%
ME
125
McIlrath & Eck
Washington
$41K