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iShares Morningstar Mid-Cap Value ETF

156 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 17 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$245K
DADC
102
D.A. Davidson & Co
Montana
$243K
TIAA Trust, National Association
103
TIAA Trust, National Association
North Carolina
$235K
SF
104
Summit Financial
New Jersey
$230K
BFG
105
Beacon Financial Group
Texas
$215K
BFG
106
Bouchey Financial Group
New York
$213K
TCA
107
Transcend Capital Advisors
New Jersey
$213K
WWM
108
Western Wealth Management
Colorado
$213K
TIA
109
Trust Investment Advisors
Indiana
$212K
CAM
110
Cresset Asset Management
Illinois
$209K
SAM
111
Silvercrest Asset Management
New York
$206K
SAM
112
Smartleaf Asset Management
Massachusetts
$175K
GRP
113
Global Retirement Partners
California
$174K
CIR
114
Clear Investment Research
Georgia
$153K
BlackRock
115
BlackRock
New York
$114K
BCMLT
116
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K
ACA
117
Aptus Capital Advisors
Alabama
$91.8K
GWANC
118
Guardian Wealth Advisors (North Carolina)
North Carolina
$91.8K
HFS
119
Hopwood Financial Services
Virginia
$72.9K
NA
120
NewEdge Advisors
Louisiana
$71.8K
PTC
121
Private Trust Company
Ohio
$63.2K
AAS
122
Ameritas Advisory Services
Nebraska
$58.4K
OA
123
Operose Advisors
Wisconsin
$48.8K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$43.5K
ME
125
McIlrath & Eck
Washington
$41K