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iShares Morningstar Mid-Cap Value ETF

173 hedge funds and large institutions have $682M invested in iShares Morningstar Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
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
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
126
Glass Jacobson Investment Advisors
Maryland
$148K
BW
127
Basepoint Wealth
Iowa
$141K
FFA
128
Farther Finance Advisors
California
$135K
WWM
129
Western Wealth Management
Colorado
$132K
BlackRock
130
BlackRock
New York
$127K
CCM
131
Chilton Capital Management
Texas
$104K
TRCT
132
Tower Research Capital (TRC)
New York
$100K
ACA
133
Aptus Capital Advisors
Alabama
$69.9K
GWANC
134
Guardian Wealth Advisors (North Carolina)
North Carolina
$69.9K
ATPW
135
Ashton Thomas Private Wealth
Arizona
$68.2K
PTC
136
Private Trust Company
Ohio
$63.6K
AssetMark Inc
137
AssetMark Inc
California
$61.2K
OA
138
Operose Advisors
Wisconsin
$54.4K
Bessemer Group
139
Bessemer Group
New Jersey
$53K
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$48.8K
ME
141
McIlrath & Eck
Washington
$45.8K
PFBT
142
Parkside Financial Bank & Trust
Missouri
$43.4K
GF
143
GGM Financials
Ohio
$42.9K
HPC
144
HM Payson & Co
Maine
$42.4K
SPIA
145
Steward Partners Investment Advisory
New York
$39.2K
Russell Investments Group
146
Russell Investments Group
United Kingdom
$29.8K
SFS
147
Sunrise Financial Services
Washington
$28K
BDPWM
148
Barnes Dennig Private Wealth Management
Ohio
$26.5K
IAIM
149
International Assets Investment Management
Florida
$25.7K
MA
150
MCF Advisors
Kentucky
$25.4K