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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
AF
151
Allworth Financial
California
$22.7K
NEWAS
152
N.E.W. Advisory Services
Wisconsin
$22.2K
TCM
153
TD Capital Management
Tennessee
$17.4K +$86 +1 +0.5%
CBT
154
Crews Bank & Trust
Florida
$17.4K -$8.6K -100 -33%
BWL
155
Bogart Wealth LLC
Virginia
$15.1K -$24.7K -287 -62%
CFD
156
Creative Financial Designs
Indiana
$13.3K
AF
157
Advisornet Financial
Minnesota
$13.1K
SL
158
Salomon & Ludwin
Virginia
$13K -$688 -8 -5%
GFA
159
Godfrey Financial Associates
New York
$10.7K -$24.8K -288 -70%
AIC
160
Archer Investment Corporation
Indiana
$7.88K
GG
161
Gleason Group
Kentucky
$7.84K -$15.2K -177 -66%
OL
162
one8zero8 LLC
North Carolina
$6.87K +$4.3K +50 +161%
GFA
163
Gladwyn Financial Advisors
Virginia
$6.35K +$172 +2 +3%
AA
164
Ancora Advisors
Ohio
$5.6K
PB
165
Pinnacle Bancorp
Nebraska
$4.83K
SIS
166
Sound Income Strategies
Florida
$4.59K
WP
167
WealthShield Partners
North Carolina
$3.11K
AIP
168
Ameritas Investment Partners
Nebraska
$2.97K -$6.88K -80 -70%
NWS
169
Nvest Wealth Strategies
Ohio
$2.97K
SEP
170
Signature Equity Partners
Ohio
$2.04K
CPG
171
Cornerstone Planning Group
New Jersey
$1.33K
RFS
172
Richardson Financial Services
Massachusetts
$763 +$774 +9 New
HNB
173
Huntington National Bank
Ohio
$85
RTL
174
Red Tortoise LLC
Georgia
$31 -$86 -1 Closed
DAS
175
Diversify Advisory Services
Utah
-$1.74M -20,351 Closed