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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
NS
151
NBC Securities
Alabama
$25.4K
AF
152
Allworth Financial
California
$22.7K
NEWAS
153
N.E.W. Advisory Services
Wisconsin
$22.2K
TCM
154
TD Capital Management
Tennessee
$17.4K
CBT
155
Crews Bank & Trust
Florida
$17.4K
BWL
156
Bogart Wealth LLC
Virginia
$15.1K
CFD
157
Creative Financial Designs
Indiana
$13.3K
AF
158
Advisornet Financial
Minnesota
$13.1K
SL
159
Salomon & Ludwin
Virginia
$13K
GFA
160
Godfrey Financial Associates
New York
$10.7K
AIC
161
Archer Investment Corporation
Indiana
$7.88K
GG
162
Gleason Group
Kentucky
$7.84K
OL
163
one8zero8 LLC
North Carolina
$6.87K
GFA
164
Gladwyn Financial Advisors
Virginia
$6.35K
AA
165
Ancora Advisors
Ohio
$5.6K
PB
166
Pinnacle Bancorp
Nebraska
$4.83K
SIS
167
Sound Income Strategies
Florida
$4.59K
WP
168
WealthShield Partners
North Carolina
$3.11K
AIP
169
Ameritas Investment Partners
Nebraska
$2.97K
NWS
170
Nvest Wealth Strategies
Ohio
$2.97K
SEP
171
Signature Equity Partners
Ohio
$2.04K
CPG
172
Cornerstone Planning Group
New Jersey
$1.33K
RFS
173
Richardson Financial Services
Massachusetts
$763
HNB
174
Huntington National Bank
Ohio
$85
RTL
175
Red Tortoise LLC
Georgia
$31