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iShares Morningstar Mid-Cap Value ETF

156 hedge funds and large institutions have $574M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $447M → $574M (+$126M)

3.63% more ownership

Funds ownership: 64.34%67.97% (+3.6%)

0% more funds holding

Funds holding: 156156 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
156
Holders Change
Holders Change %
0%
% 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
15
Increased
68
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIWA
101
New Insight Wealth Advisors
California
$273K
RWM
102
Revisor Wealth Management
Ohio
$258K -$15.1K -192 -6%
SF
103
Summit Financial
New Jersey
$235K -$8.33K -106 -4%
BFG
104
Beacon Financial Group
Texas
$228K +$393 +5 +0.2%
BFG
105
Bouchey Financial Group
New York
$226K
TCA
106
Transcend Capital Advisors
New Jersey
$225K
TIA
107
Trust Investment Advisors
Indiana
$225K +$314 +4 +0.1%
CAM
108
Cresset Asset Management
Illinois
$221K
SAM
109
Silvercrest Asset Management
New York
$217K
5W
110
5T Wealth
California
$212K +$207K +2,637 New
WWM
111
Western Wealth Management
Colorado
$210K -$15.2K -193 -7%
PFA
112
Portland Financial Advisors
New York
$209K +$204K +2,600 New
SAM
113
Smartleaf Asset Management
Massachusetts
$186K +$393 +5 +0.2%
GRP
114
Global Retirement Partners
California
$176K -$7.31K -93 -4%
CIR
115
Clear Investment Research
Georgia
$167K +$4.87K +62 +3%
William Blair & Company
116
William Blair & Company
Illinois
$156K +$153K +1,944 New
NA
117
NewEdge Advisors
Louisiana
$156K +$77.9K +991 +105%
BlackRock
118
BlackRock
New York
$121K
US Bancorp
119
US Bancorp
Minnesota
$92.6K +$50.9K +648 +128%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$81.1K +$34.3K +437 +76%
WANY
121
Wealthspire Advisors (New York)
New York
$78.9K +$77.2K +982 New
HFS
122
Hopwood Financial Services
Virginia
$77.1K
ACA
123
Aptus Capital Advisors
Alabama
$66.3K -$30.1K -383 -32%
PTC
124
Private Trust Company
Ohio
$66K -$786 -10 -1%
AssetMark Inc
125
AssetMark Inc
California
$55.6K +$16.5K +210 +44%