We are live on ! Find out more
IMCV icon

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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $447M → $574M (+$126M)

3.63% more ownership

Funds ownership: 64.34%67.97% (+3.6%)

0% more funds holding

Funds holding: 156156 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
156
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
68
Reduced
35
Closed
11
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 +$39.4K +501 New
HPC
130
HM Payson & Co
Maine
$40.2K
BWL
131
Bogart Wealth LLC
Virginia
$37.3K +$79 +1 +0.2%
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$35.3K
WWA
133
Wealth Watch Advisors
Colorado
$34.7K +$33.9K +432 New
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 +$79 +1 +0.4%
EWP
138
Elevation Wealth Partners
California
$20.5K +$79 +1 +0.4%
TCM
139
TD Capital Management
Tennessee
$16.3K +$79 +1 +0.5%
AIC
140
Archer Investment Corporation
Indiana
$13.3K +$4.87K +62 +60%
SL
141
Salomon & Ludwin
Virginia
$13.1K
AF
142
Advisornet Financial
Minnesota
$12.5K
CFD
143
Creative Financial Designs
Indiana
$12.4K +$79 +1 +0.6%
AIP
144
Ameritas Investment Partners
Nebraska
$9.24K
FFA
145
Farther Finance Advisors
California
$9K +$8.8K +112 New
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 +$943 +12 +21%
AA
149
Ancora Advisors
Ohio
$5.3K
SIS
150
Sound Income Strategies
Florida
$4.31K