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iShares Morningstar Mid-Cap Value ETF

163 hedge funds and large institutions have $637M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
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

Top Sellers

1 -$3.8M
2 -$2.41M
3 -$1.28M
4
PAS
Park Avenue Securities
New York
-$1.15M
5
EH
Equitable Holdings
New York
-$685K
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$284K
OC
102
Oakworth Capital
Alabama
$282K
NIWA
103
New Insight Wealth Advisors
California
$279K
BIG
104
Brooklyn Investment Group
New York
$267K
CFA
105
Cahill Financial Advisors
Minnesota
$256K
SF
106
Summit Financial
New Jersey
$247K
BFG
107
Beacon Financial Group
Texas
$234K
LC
108
Lawood & Co
Pennsylvania
$234K
BFG
109
Bouchey Financial Group
New York
$231K
TCA
110
Transcend Capital Advisors
New Jersey
$231K
CAM
111
Cresset Asset Management
Illinois
$226K
RWM
112
Revisor Wealth Management
Ohio
$225K
SWP
113
Stratos Wealth Partners
Ohio
$223K
SAM
114
Silvercrest Asset Management
New York
$223K
OCA
115
Odyssey Capital Advisors
Pennsylvania
$217K
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$217K
PFA
117
Portland Financial Advisors
New York
$214K
5W
118
5T Wealth
California
$208K
GRP
119
Global Retirement Partners
California
$179K
ACA
120
Aptus Capital Advisors
Alabama
$172K
SAM
121
Smartleaf Asset Management
Massachusetts
$168K
HI
122
Harbour Investments
Wisconsin
$166K
NA
123
NewEdge Advisors
Louisiana
$159K
BW
124
Basepoint Wealth
Iowa
$137K
BlackRock
125
BlackRock
New York
$124K