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iShares Morningstar Mid-Cap ETF

174 hedge funds and large institutions have $527M invested in iShares Morningstar Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
58
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.1M -$331K -4,472 -23%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$994K
ASN
53
Advisory Services Network
Georgia
$962K -$16.9K -228 -2%
JWCA
54
J.W. Cole Advisors
Florida
$954K -$11.9K -160 -1%
SAM
55
S.A. Mason
Michigan
$879K +$8.37K +113 +1%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$826K -$21.7K -293 -3%
AC
57
Apella Capital
Connecticut
$816K
AWM
58
Apollon Wealth Management
South Carolina
$803K
MMA
59
Miracle Mile Advisors
California
$777K -$109K -1,473 -12%
LCM
60
Liberty Capital Management
Michigan
$756K
AssetMark Inc
61
AssetMark Inc
California
$752K +$542K +7,317 +258%
RW
62
Rede Wealth
Virginia
$751K -$206K -2,783 -22%
SAM
63
Summit Asset Management
Tennessee
$730K
T
64
TrueFG
Texas
$696K -$13.9K -187 -2%
GS
65
GTS Securities
New York
$662K +$662K +8,938 New
DAS
66
Diversify Advisory Services
Utah
$658K -$74.3K -1,017 -10%
OFG
67
Opulen Financial Group
Virginia
$625K -$593 -8 -0.1%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$622K
Corient Private Wealth
69
Corient Private Wealth
Florida
$581K -$187K -2,526 -24%
CPA
70
Capital Planning Advisors
California
$555K +$36.1K +487 +7%
Mariner
71
Mariner
Kansas
$545K
CFD
72
Creative Financial Designs
Indiana
$520K +$33.7K +455 +7%
IWC
73
Integrated Wealth Concepts
Massachusetts
$507K -$889 -12 -0.2%
GWM
74
Geneos Wealth Management
Colorado
$498K +$332K +4,480 +200%
AIP
75
Ameritas Investment Partners
Nebraska
$497K +$148 +2 +0%