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iShares Morningstar Mid-Cap ETF

192 hedge funds and large institutions have $1.03B invested in iShares Morningstar Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

35% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 52

18% more capital invested

Capital invested by funds: $872M → $1.03B (+$153M)

8.17% more ownership

Funds ownership: 62.33%70.5% (+8.2%)

5% less funds holding

Funds holding: 202192 (-10)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
192
Holders Change
-10
Holders Change %
-4.95%
% of All Funds
2.36%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
70
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$7.97M +$1.04M +12,113 +15%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.77M +$1.26M +14,682 +22%
Stifel Financial
28
Stifel Financial
Missouri
$6.06M -$113K -1,315 -2%
PFG
29
Pacific Financial Group
Washington
$5.57M -$127K -1,488 -2%
YWS
30
Yarger Wealth Strategies
Ohio
$5.43M -$105K -1,227 -2%
GIA
31
Gladstone Institutional Advisory
Florida
$5.29M -$60K -700 -1%
CIC
32
Carnegie Investment Counsel
Ohio
$5.03M -$11.7K -137 -0.2%
BFC
33
Bedel Financial Consulting
Indiana
$4.98M +$506K +5,910 +11%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$4.33M -$194K -2,268 -4%
SF
35
Summit Financial
New Jersey
$4.12M +$384K +4,482 +10%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$3.69M +$259K +3,019 +7%
EH
37
Equitable Holdings
New York
$3.39M +$533K +6,222 +18%
GA
38
Goldstein Advisors
Wisconsin
$3.15M -$47.5K -555 -1%
SFS
39
Sowell Financial Services
Arkansas
$3M -$163K -1,906 -5%
BAMG
40
Brand Asset Management Group
Missouri
$2.98M -$32.7K -382 -1%
UAG
41
United Advisor Group
Ohio
$2.56M -$41.5K -484 -2%
MFG
42
Merit Financial Group
Georgia
$2.32M +$9.68K +113 +0.4%
JP Morgan Chase
43
JP Morgan Chase
New York
$2.28M +$62.3K +727 +3%
Truist Financial
44
Truist Financial
North Carolina
$2.27M -$217K -2,533 -9%
Cerity Partners
45
Cerity Partners
New York
$2.08M +$343K +4,000 +19%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.9M -$676K -7,894 -26%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$1.6M +$549K +6,403 +49%
PGWM
48
Pitti Group Wealth Management
New York
$1.47M +$121K +1,408 +9%
PCM
49
Parsons Capital Management
Rhode Island
$1.43M
JSA
50
Jim Saulnier & Associates
Colorado
$1.39M -$8.14K -95 -0.6%