IMCB icon

iShares Morningstar Mid-Cap ETF

192 hedge funds and large institutions have $1.02B invested in iShares Morningstar Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.77M
Stifel Financial
28
Stifel Financial
Missouri
$6.06M
PFG
29
Pacific Financial Group
Washington
$5.57M
YWS
30
Yarger Wealth Strategies
Ohio
$5.43M
GIA
31
Gladstone Institutional Advisory
Florida
$5.29M
CIC
32
Carnegie Investment Counsel
Ohio
$5.03M
BFC
33
Bedel Financial Consulting
Indiana
$4.98M
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$4.33M
SF
35
Summit Financial
New Jersey
$4.12M
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$3.69M
EH
37
Equitable Holdings
New York
$3.39M
GA
38
Goldstein Advisors
Wisconsin
$3.15M
SFS
39
Sowell Financial Services
Arkansas
$3M
BAMG
40
Brand Asset Management Group
Missouri
$2.98M
UAG
41
United Advisor Group
Ohio
$2.56M
MFG
42
Merit Financial Group
Georgia
$2.32M
JP Morgan Chase
43
JP Morgan Chase
New York
$2.28M
Truist Financial
44
Truist Financial
North Carolina
$2.27M
Cerity Partners
45
Cerity Partners
New York
$2.08M
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.9M
Jones Financial Companies
47
Jones Financial Companies
Missouri
$1.6M
PGWM
48
Pitti Group Wealth Management
New York
$1.47M
PCM
49
Parsons Capital Management
Rhode Island
$1.43M
JSA
50
Jim Saulnier & Associates
Colorado
$1.39M