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iShares Morningstar Mid-Cap ETF

183 hedge funds and large institutions have $684M invested in iShares Morningstar Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
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 Buyers

1 +$11.6M
2 +$6.5M
3 +$4.78M
4
UBS Group
UBS Group
Switzerland
+$3.82M
5
LPL Financial
LPL Financial
California
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
26
Pacific Financial Group
Washington
$5.16M
BWM
27
Benchmark Wealth Management
Connecticut
$4.41M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.3M
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$3.87M
KAS
30
Kestra Advisory Services
Texas
$3.79M
BFC
31
Bedel Financial Consulting
Indiana
$3.78M
HighTower Advisors
32
HighTower Advisors
Illinois
$3.47M
Goldman Sachs
33
Goldman Sachs
New York
$3.46M
FFA
34
Farther Finance Advisors
California
$3.4M
GA
35
Goldstein Advisors
Wisconsin
$3.13M
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$3.09M
SFS
37
Sowell Financial Services
Arkansas
$3.07M
BAMG
38
Brand Asset Management Group
Missouri
$2.9M
EH
39
Equitable Holdings
New York
$2.77M
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2.73M
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$2.48M
MFG
42
Merit Financial Group
Georgia
$2.17M
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$2.06M
FA
44
Flagstar Advisors
New York
$1.89M
Truist Financial
45
Truist Financial
North Carolina
$1.85M
UAG
46
United Advisor Group
Ohio
$1.82M
Cerity Partners
47
Cerity Partners
New York
$1.66M
WIA
48
World Investment Advisors
California
$1.52M
JSA
49
Jim Saulnier & Associates
Colorado
$1.42M
PCM
50
Parsons Capital Management
Rhode Island
$1.39M