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iShares Morningstar Mid-Cap Value ETF

172 hedge funds and large institutions have $681M invested in iShares Morningstar Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

7% more capital invested

Capital invested by funds: $637M → $681M (+$44.8M)

5% more funds holding

Funds holding: 164172 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.46% less ownership

Funds ownership: 70.41%69.95% (-0.46%)

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
65
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
126
Glass Jacobson Investment Advisors
Maryland
$148K +$151K +1,751 New
BW
127
Basepoint Wealth
Iowa
$141K +$86 +1 +0.1%
FFA
128
Farther Finance Advisors
California
$135K +$76.2K +886 +127%
BlackRock
129
BlackRock
New York
$127K
CCM
130
Chilton Capital Management
Texas
$104K -$228K -2,655 -68%
TRCT
131
Tower Research Capital (TRC)
New York
$100K +$101K +1,179 New
ACA
132
Aptus Capital Advisors
Alabama
$69.9K -$109K -1,266 -61%
GWANC
133
Guardian Wealth Advisors (North Carolina)
North Carolina
$69.9K +$71K +825 New
ATPW
134
Ashton Thomas Private Wealth
Arizona
$68.2K +$69.2K +804 New
PTC
135
Private Trust Company
Ohio
$63.6K -$8.95K -104 -12%
AssetMark Inc
136
AssetMark Inc
California
$61.2K +$946 +11 +2%
OA
137
Operose Advisors
Wisconsin
$54.4K
Bessemer Group
138
Bessemer Group
New Jersey
$53K +$53.4K +621 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$48.8K +$86 +1 +0.2%
ME
140
McIlrath & Eck
Washington
$45.8K
PFBT
141
Parkside Financial Bank & Trust
Missouri
$43.4K +$172 +2 +0.4%
GF
142
GGM Financials
Ohio
$42.9K +$172 +2 +0.4%
HPC
143
HM Payson & Co
Maine
$42.4K
SPIA
144
Steward Partners Investment Advisory
New York
$39.2K +$39.7K +462 New
Russell Investments Group
145
Russell Investments Group
United Kingdom
$29.8K
SFS
146
Sunrise Financial Services
Washington
$28K
BDPWM
147
Barnes Dennig Private Wealth Management
Ohio
$26.5K +$12.7K +148 +90%
IAIM
148
International Assets Investment Management
Florida
$25.7K +$26.3K +306 New
MA
149
MCF Advisors
Kentucky
$25.4K
NS
150
NBC Securities
Alabama
$25.4K