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iShares Morningstar Mid-Cap Value ETF

156 hedge funds and large institutions have $443M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 9 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
PFBT
126
Parkside Financial Bank & Trust
Missouri
$38.8K
US Bancorp
127
US Bancorp
Minnesota
$38.4K
HPC
128
HM Payson & Co
Maine
$38K
AssetMark Inc
129
AssetMark Inc
California
$36.6K
BWL
130
Bogart Wealth LLC
Virginia
$35.2K
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$33.4K
AG
132
AmeriFlex Group
Nevada
$31.5K
CBT
133
Crews Bank & Trust
Florida
$23.2K
MA
134
MCF Advisors
Kentucky
$22.8K
NS
135
NBC Securities
Alabama
$22K
GG
136
Gleason Group
Kentucky
$20.2K
EWP
137
Elevation Wealth Partners
California
$19.3K
FHA
138
First Horizon Advisors
Tennessee
$16.5K
TCM
139
TD Capital Management
Tennessee
$15.4K
SVCP
140
Silicon Valley Capital Partners
California
$13.7K
SL
141
Salomon & Ludwin
Virginia
$12.5K
AF
142
Advisornet Financial
Minnesota
$11.8K
CFD
143
Creative Financial Designs
Indiana
$11.7K
AIP
144
Ameritas Investment Partners
Nebraska
$8.74K
AIC
145
Archer Investment Corporation
Indiana
$7.83K
GFA
146
Gladwyn Financial Advisors
Virginia
$5.45K
Russell Investments Group
147
Russell Investments Group
United Kingdom
$5.39K
AA
148
Ancora Advisors
Ohio
$5.01K
PB
149
Pinnacle Bancorp
Nebraska
$4.25K
SIS
150
Sound Income Strategies
Florida
$4.1K