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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
AIP
151
Ameritas Investment Partners
Nebraska
$9.47K
AIC
152
Archer Investment Corporation
Indiana
$7.66K
GFA
153
Gladwyn Financial Advisors
Virginia
$5.97K
AA
154
Ancora Advisors
Ohio
$5.43K
HNB
155
Huntington National Bank
Ohio
$5.19K
PB
156
Pinnacle Bancorp
Nebraska
$4.69K
SIS
157
Sound Income Strategies
Florida
$4.61K
WP
158
WealthShield Partners
North Carolina
$3.02K
NWS
159
Nvest Wealth Strategies
Ohio
$2.88K
OL
160
one8zero8 LLC
North Carolina
$2.55K
ICM
161
Islay Capital Management
Texas
$2.47K
SEP
162
Signature Equity Partners
Ohio
$1.98K
CPG
163
Cornerstone Planning Group
New Jersey
$1.28K
RTL
164
Red Tortoise LLC
Georgia
$113
PAS
165
Park Avenue Securities
New York
Jane Street
166
Jane Street
New York
JWCA
167
J.W. Cole Advisors
Florida
SC
168
Savant Capital
Illinois
TIA
169
Trust Investment Advisors
Indiana
WWM
170
Western Wealth Management
Colorado
CIR
171
Clear Investment Research
Georgia
William Blair & Company
172
William Blair & Company
Illinois
WANY
173
Wealthspire Advisors (New York)
New York
HFS
174
Hopwood Financial Services
Virginia
EWP
175
Elevation Wealth Partners
California