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iShares Morningstar Mid-Cap Value ETF

172 hedge funds and large institutions have $681M invested in iShares Morningstar Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

7% more capital invested

Capital invested by funds: $637M → $681M (+$44.8M)

5% more funds holding

Funds holding: 164172 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.46% less ownership

Funds ownership: 70.41%69.95% (-0.46%)

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
65
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oakworth Capital
Alabama
$291K
NIWA
102
New Insight Wealth Advisors
California
$288K
US Bancorp
103
US Bancorp
Minnesota
$277K -$37.9K -440 -12%
CFA
104
Cahill Financial Advisors
Minnesota
$264K +$430 +5 +0.2%
Jane Street
105
Jane Street
New York
$259K +$263K +3,057 New
TCA
106
Transcend Capital Advisors
New Jersey
$252K +$14.5K +168 +6%
BFG
107
Bouchey Financial Group
New York
$245K
MKA
108
M. Kulyk & Associates
Georgia
$244K +$247K +2,876 New
BFG
109
Beacon Financial Group
Texas
$242K +$344 +4 +0.1%
LC
110
Lawood & Co
Pennsylvania
$241K
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$236K +$240K +2,789 New
CAM
112
Cresset Asset Management
Illinois
$233K
SWP
113
Stratos Wealth Partners
Ohio
$230K
SAM
114
Silvercrest Asset Management
New York
$229K
OCA
115
Odyssey Capital Advisors
Pennsylvania
$224K
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$223K
PFA
117
Portland Financial Advisors
New York
$220K
RWM
118
Revisor Wealth Management
Ohio
$214K -$8.69K -101 -4%
5W
119
5T Wealth
California
$214K
P
120
&Partners
Tennessee
$210K +$213K +2,477 New
IAA
121
Independent Advisor Alliance
North Carolina
$204K +$207K +2,411 New
HI
122
Harbour Investments
Wisconsin
$190K +$19.6K +228 +11%
SAM
123
Smartleaf Asset Management
Massachusetts
$177K +$8K +93 +5%
CIR
124
Clear Investment Research
Georgia
$173K +$175K +2,035 New
NA
125
NewEdge Advisors
Louisiana
$164K +$344 +4 +0.2%