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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
VA
51
VestGen Advisors
Illinois
$1.32M -$106K -1,233 -8%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$1.32M +$15.6K +182 +1%
RW
53
Rede Wealth
Virginia
$1.31M +$372K +4,345 +38%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$32K +374 +3%
AIP
55
Ameritas Investment Partners
Nebraska
$1.12M +$348K +4,059 +43%
BFG
56
Bleakley Financial Group
New Jersey
$1.12M -$75K -875 -6%
AC
57
Apella Capital
Connecticut
$1.03M
ASN
58
Advisory Services Network
Georgia
$968K -$26K -303 -3%
SAM
59
S.A. Mason
Michigan
$959K -$14.6K -170 -1%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$829K -$1.63M -18,972 -66%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$812K -$42.7K -499 -5%
SAM
62
Summit Asset Management
Tennessee
$797K
CPA
63
Capital Planning Advisors
California
$785K +$75.1K +877 +10%
RWM
64
Ritholtz Wealth Management
New York
$770K +$790K +9,224 New
OFG
65
Opulen Financial Group
Virginia
$769K -$6.25K -73 -0.8%
DWM
66
Diversify Wealth Management
Utah
$756K +$729K +8,513 New
GWM
67
Geneos Wealth Management
Colorado
$746K +$79.2K +925 +12%
FA
68
Flagstar Advisors
New York
$734K -$224K -2,614 -23%
MMA
69
Miracle Mile Advisors
California
$733K -$81.4K -950 -10%
PWS
70
Proactive Wealth Strategies
Georgia
$718K +$370K +4,314 +101%
FP
71
Financial Perspectives
Minnesota
$717K +$47.5K +555 +7%
T
72
TrueFG
Texas
$715K -$4.11K -48 -0.6%
HH
73
Hilltop Holdings
Texas
$664K
AWM
74
Apollon Wealth Management
South Carolina
$645K
TWP
75
Triad Wealth Partners
Kansas
$637K -$31.9K -372 -5%