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iShares Morningstar Mid-Cap Value ETF

163 hedge funds and large institutions have $637M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
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

Top Sellers

1 -$3.8M
2 -$2.41M
3 -$1.28M
4
PAS
Park Avenue Securities
New York
-$1.15M
5
EH
Equitable Holdings
New York
-$685K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$70.3K
AssetMark Inc
127
AssetMark Inc
California
$58.5K
FFA
128
Farther Finance Advisors
California
$57.5K
OA
129
Operose Advisors
Wisconsin
$52.9K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$47.3K
ME
131
McIlrath & Eck
Washington
$44.5K
PFBT
132
Parkside Financial Bank & Trust
Missouri
$42K
GF
133
GGM Financials
Ohio
$41.5K
HPC
134
HM Payson & Co
Maine
$41.2K
BWL
135
Bogart Wealth LLC
Virginia
$38.4K
WWA
136
Wealth Watch Advisors
Colorado
$35.6K
GFA
137
Godfrey Financial Associates
New York
$34.1K
Russell Investments Group
138
Russell Investments Group
United Kingdom
$28.9K
SFS
139
Sunrise Financial Services
Washington
$27.2K
CBT
140
Crews Bank & Trust
Florida
$25.1K
MA
141
MCF Advisors
Kentucky
$24.7K
NS
142
NBC Securities
Alabama
$24.7K
GG
143
Gleason Group
Kentucky
$22.2K
AF
144
Allworth Financial
California
$22.1K
NEWAS
145
N.E.W. Advisory Services
Wisconsin
$21.6K
TCM
146
TD Capital Management
Tennessee
$16.8K
BDPWM
147
Barnes Dennig Private Wealth Management
Ohio
$13.5K
SL
148
Salomon & Ludwin
Virginia
$13.5K
CFD
149
Creative Financial Designs
Indiana
$12.8K
AF
150
Advisornet Financial
Minnesota
$12.8K