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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
HI
151
Harbour Investments
Wisconsin
$3.13K +$1.89K +24 +160%
WP
152
WealthShield Partners
North Carolina
$2.92K
ASN
153
Advisory Services Network
Georgia
$2.65K +$2.59K +33 New
ICM
154
Islay Capital Management
Texas
$2.41K
LFG
155
Larson Financial Group
Missouri
$1.29K +$1.26K +16 New
CPG
156
Cornerstone Planning Group
New Jersey
$1.19K
RTL
157
Red Tortoise LLC
Georgia
$140
HNB
158
Huntington National Bank
Ohio
$80
JCIA
159
Jackson Creek Investment Advisors
Colorado
-$719K -9,460 Closed
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
-$581K -7,643 Closed
CIA
161
Cape Investment Advisory
Georgia
-$324K -4,258 Closed
TIAA Trust, National Association
162
TIAA Trust, National Association
North Carolina
-$235K -3,098 Closed
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
-$107K -1,404 Closed
GWANC
164
Guardian Wealth Advisors (North Carolina)
North Carolina
-$91.8K -1,208 Closed
AAS
165
Ameritas Advisory Services
Nebraska
-$58.4K -768 Closed
AG
166
AmeriFlex Group
Nevada
-$31.5K -417 Closed
SVCP
167
Silicon Valley Capital Partners
California
-$13.7K -180 Closed
SPIA
168
Steward Partners Investment Advisory
New York
-$988 -13 Closed