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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 10 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
OA
126
Operose Advisors
Wisconsin
$51.6K
ME
127
McIlrath & Eck
Washington
$43.4K
PFBT
128
Parkside Financial Bank & Trust
Missouri
$41K
GF
129
GGM Financials
Ohio
$40.2K
HPC
130
HM Payson & Co
Maine
$40.2K
BWL
131
Bogart Wealth LLC
Virginia
$37.3K
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$35.3K
WWA
133
Wealth Watch Advisors
Colorado
$34.7K
CBT
134
Crews Bank & Trust
Florida
$24.5K
MA
135
MCF Advisors
Kentucky
$24.1K
NS
136
NBC Securities
Alabama
$24.1K
GG
137
Gleason Group
Kentucky
$21.5K
EWP
138
Elevation Wealth Partners
California
$20.5K
TCM
139
TD Capital Management
Tennessee
$16.3K
AIC
140
Archer Investment Corporation
Indiana
$13.3K
SL
141
Salomon & Ludwin
Virginia
$13.1K
AF
142
Advisornet Financial
Minnesota
$12.5K
CFD
143
Creative Financial Designs
Indiana
$12.4K
AIP
144
Ameritas Investment Partners
Nebraska
$9.24K
FFA
145
Farther Finance Advisors
California
$9K
GFA
146
Gladwyn Financial Advisors
Virginia
$5.79K
Russell Investments Group
147
Russell Investments Group
United Kingdom
$5.74K
PB
148
Pinnacle Bancorp
Nebraska
$5.46K
AA
149
Ancora Advisors
Ohio
$5.3K
SIS
150
Sound Income Strategies
Florida
$4.31K