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iShares Morningstar Mid-Cap ETF

202 hedge funds and large institutions have $872M invested in iShares Morningstar Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

61% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more capital invested

Capital invested by funds: $739M → $872M (+$132M)

6% more funds holding

Funds holding: 191202 (+11)

0.92% more ownership

Funds ownership: 61.41%62.33% (+0.92%)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
25
Increased
79
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$6.12M +$28K +339 +0.5%
PFG
27
Pacific Financial Group
Washington
$5.64M +$670K +8,105 +13%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$5.49M -$937K -11,338 -15%
YWS
29
Yarger Wealth Strategies
Ohio
$5.48M -$237K -2,875 -4%
GIA
30
Gladstone Institutional Advisory
Florida
$5.31M -$206K -2,492 -4%
CIC
31
Carnegie Investment Counsel
Ohio
$5M +$396K +4,792 +9%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$4.48M -$358K -4,330 -7%
BFC
33
Bedel Financial Consulting
Indiana
$4.45M +$284K +3,433 +7%
SF
34
Summit Financial
New Jersey
$3.71M +$327K +3,959 +10%
Goldman Sachs
35
Goldman Sachs
New York
$3.59M
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$3.41M +$545K +6,597 +19%
GA
37
Goldstein Advisors
Wisconsin
$3.17M -$95.5K -1,156 -3%
SFS
38
Sowell Financial Services
Arkansas
$3.13M -$3.8K -46 -0.1%
BAMG
39
Brand Asset Management Group
Missouri
$2.98M -$56K -678 -2%
GS
40
GTS Securities
New York
$2.91M -$123K -1,488 -4%
EH
41
Equitable Holdings
New York
$2.88M -$99K -1,198 -3%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$2.6M +$1.65K +20 +0.1%
UAG
43
United Advisor Group
Ohio
$2.58M +$55.1K +667 +2%
Truist Financial
44
Truist Financial
North Carolina
$2.46M +$30.1K +364 +1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.39M +$421K +5,092 +21%
MFG
46
Merit Financial Group
Georgia
$2.29M +$25.7K +311 +1%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.26M +$193K +2,334 +9%
WCAMG
48
Woodard & Company Asset Management Group
North Carolina
$2.03M -$1.92M -23,283 -49%
Cerity Partners
49
Cerity Partners
New York
$1.74M +$3.96K +48 +0.2%
Jane Street
50
Jane Street
New York
$1.64M +$1.64M +19,834 New