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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
PCM
51
Parsons Capital Management
Rhode Island
$1.42M -$24.8K -300 -2%
JSA
52
Jim Saulnier & Associates
Colorado
$1.39M +$17.2K +208 +1%
PGWM
53
Pitti Group Wealth Management
New York
$1.35M +$19.7K +238 +1%
VA
54
VestGen Advisors
Illinois
$1.3M -$4.38M -53,080 -77%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$1.29M +$79.1K +957 +7%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1.19M +$36.7K +444 +3%
BFG
57
Bleakley Financial Group
New Jersey
$1.18M +$1.18M +14,283 New
Jones Financial Companies
58
Jones Financial Companies
Missouri
$1.08M +$521K +6,305 +94%
JWCA
59
J.W. Cole Advisors
Florida
$1.06M -$5.78K -70 -0.5%
ASN
60
Advisory Services Network
Georgia
$985K +$2.15K +26 +0.2%
SAM
61
S.A. Mason
Michigan
$965K -$31K -375 -3%
AC
62
Apella Capital
Connecticut
$954K
FA
63
Flagstar Advisors
New York
$944K -$1.01M -12,255 -52%
RW
64
Rede Wealth
Virginia
$940K +$938K +11,357 New
AT
65
American Trust
Kentucky
$864K -$139K -1,687 -14%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$846K -$104K -1,260 -11%
LCM
67
Liberty Capital Management
Michigan
$844K
EFA
68
Edge Financial Advisors
Illinois
$838K +$21.6K +261 +3%
MMA
69
Miracle Mile Advisors
California
$805K -$2.4K -29 -0.3%
SAM
70
Summit Asset Management
Tennessee
$790K -$24.9K -301 -3%
AIP
71
Ameritas Investment Partners
Nebraska
$778K +$1.24K +15 +0.2%
OFG
72
Opulen Financial Group
Virginia
$768K +$176K +2,134 +30%
DAS
73
Diversify Advisory Services
Utah
$735K -$1.65K -20 -0.2%
T
74
TrueFG
Texas
$713K -$15.7K -190 -2%
CPA
75
Capital Planning Advisors
California
$706K +$43.1K +522 +7%