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iShares Morningstar Mid-Cap Value ETF

140 hedge funds and large institutions have $409M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 Buyers

1 +$21.7M
2 +$3.91M
3 +$3.64M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.32M
5
DC
Davenport & Co
Virginia
+$840K

Top Sellers

1 -$1.66M
2 -$1.13M
3 -$1.1M
4
LPL Financial
LPL Financial
California
-$416K
5
SC
Savant Capital
Illinois
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$59.9M
2
$33.7M
3
$25.5M
4
$22.7M
5
$22.2M
6
$14.7M
7
$14.7M
8
$14.7M
9
$14.3M
10
$12.4M
11
$12.1M
12
$11.7M
13
$8.42M
14
$7.58M
15
$7.04M
16
$6.35M
17
$6.29M
18
$5.84M
19
$5.52M
20
$5.49M
21
$5.47M
22
$4.66M
23
$4.37M
24
$4.31M
25
$3.91M