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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
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$78.6M +$76.9M +978,800 New
Morgan Stanley
2
Morgan Stanley
New York
$50.8M -$3.71M -47,210 -7%
Raymond James Financial
3
Raymond James Financial
Florida
$32.9M +$1.04M +13,194 +3%
OWM
4
Orgel Wealth Management
Wisconsin
$28.9M +$17.1K +218 +0.1%
EH
5
Equitable Holdings
New York
$27.3M -$3.99M -50,840 -13%
LPL Financial
6
LPL Financial
California
$22.3M +$4.6M +58,504 +27%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$21.9M +$167K +2,126 +0.8%
Osaic Holdings
8
Osaic Holdings
Arizona
$18.7M +$1.19M +15,156 +7%
Bank of America
9
Bank of America
North Carolina
$18.3M +$674K +8,581 +4%
Wells Fargo
10
Wells Fargo
California
$17.6M +$468K +5,950 +3%
MTC
11
Matrix Trust Company
Colorado
$16.4M +$182K +2,314 +1%
SCM
12
Steele Capital Management
Iowa
$16.4M +$182K +2,314 +1%
BDF
13
Black Diamond Financial
Maryland
$15.3M +$6.22M +79,153 +71%
UBS Group
14
UBS Group
Switzerland
$15.1M +$6.65M +84,677 +82%
MWM
15
Marietta Wealth Management
Georgia
$10.2M +$3.56M +45,257 +56%
SA
16
swisspartners Advisors
Switzerland
$10.1M +$1.11M +14,140 +13%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$10M +$115K +1,460 +1%
RA
18
Rodgers & Associates
Pennsylvania
$8.45M +$333K +4,238 +4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$8.3M +$4.35M +55,389 +116%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.46M +$17.5K +223 +0.2%
CCMG
21
Clark Capital Management Group
Pennsylvania
$6.82M -$406K -5,165 -6%
GIA
22
GHP Investment Advisors
Colorado
$6.68M -$17.7K -225 -0.3%
IAG
23
Ipsen Advisor Group
Arkansas
$6.67M +$56.3K +717 +0.9%
BFC
24
Bedel Financial Consulting
Indiana
$6.58M +$485K +6,171 +8%
Ameriprise
25
Ameriprise
Minnesota
$6.07M +$685K +8,716 +13%