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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 %
HTC
76
Haverford Trust Company
Pennsylvania
$483K
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$475K
MFGM
78
Marshall Financial Group (Maryland)
Maryland
$461K -$1.77M -23,940 -79%
APWA
79
Atlas Private Wealth Advisors
New Jersey
$441K -$215K -2,898 -33%
FP
80
Financial Perspectives
Minnesota
$437K +$68.7K +927 +19%
Comerica Bank
81
Comerica Bank
Texas
$424K +$28.7K +387 +7%
PJWM
82
Philip James Wealth Mangement
Georgia
$420K -$26.3K -355 -6%
FF
83
Financial Futures
New Jersey
$414K
KWM
84
Kaydan Wealth Management
Michigan
$399K
SC
85
Savant Capital
Illinois
$391K -$61K -824 -13%
GLA
86
Good Life Advisors
Pennsylvania
$376K
PI
87
PFG Investments
New York
$365K
NRI
88
NFP Retirement Inc
California
$356K
4WM
89
49 Wealth Management
Texas
$354K +$1.26K +17 +0.4%
IWM
90
IHT Wealth Management
Illinois
$350K -$4.52K -61 -1%
TSW
91
Three Seasons Wealth
Utah
$349K -$2.15K -29 -0.6%
PA
92
Procyon Advisors
Connecticut
$340K -$29.4K -397 -8%
MA
93
Mutual Advisors
Nebraska
$327K
AHC
94
Adell Harriman & Carpenter
Texas
$319K -$119K -1,600 -27%
PWS
95
Proactive Wealth Strategies
Georgia
$314K -$1.18K -16 -0.4%
Citigroup
96
Citigroup
New York
$310K -$2.82K -38 -0.9%
Creative Planning
97
Creative Planning
Kansas
$299K +$41.3K +557 +16%
EWA
98
Evolution Wealth Advisors
Florida
$296K
AA
99
Addison Advisors
Vermont
$295K
SPC
100
Sigma Planning Corp
Michigan
$289K -$7.26K -98 -2%