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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
GRP
76
Global Retirement Partners
California
$665K -$310K -3,749 -32%
FP
77
Financial Perspectives
Minnesota
$665K +$137K +1,653 +26%
GWM
78
Geneos Wealth Management
Colorado
$663K +$220K +2,659 +50%
TWP
79
Triad Wealth Partners
Kansas
$662K +$30.7K +372 +5%
HH
80
Hilltop Holdings
Texas
$658K +$23.3K +282 +4%
AWM
81
Apollon Wealth Management
South Carolina
$639K -$180K -2,180 -22%
Mariner
82
Mariner
Kansas
$605K +$16.1K +195 +3%
TSW
83
Three Seasons Wealth
Utah
$568K +$9.25K +112 +2%
SCM
84
SB Capital Management
California
$559K +$558K +6,756 New
LC
85
Lawood & Co
Pennsylvania
$557K +$556K +6,736 New
AFG
86
Atomi Financial Group
New York
$549K
HTC
87
Haverford Trust Company
Pennsylvania
$546K +$3.63K +44 +0.7%
Corient Private Wealth
88
Corient Private Wealth
Florida
$541K -$95.8K -1,160 -15%
MA
89
Mutual Advisors
Nebraska
$537K
IWC
90
Integrated Wealth Concepts
Massachusetts
$535K -$33.2K -402 -6%
Comerica Bank
91
Comerica Bank
Texas
$530K +$32.1K +389 +6%
GS
92
GWN Securities
Florida
$527K +$526K +6,365 New
PI
93
PFG Investments
New York
$509K
IWM
94
IHT Wealth Management
Illinois
$469K +$13.1K +158 +3%
FF
95
Financial Futures
New Jersey
$460K -$2.06K -25 -0.4%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$446K
KWM
97
Kaydan Wealth Management
Michigan
$446K
SWM
98
Steinberganna Wealth Management
New York
$442K +$330 +4 +0.1%
HPM
99
Hoxton Planning & Management
West Virginia
$430K +$14.6K +177 +4%
OC
100
Opal Capital
Florida
$422K +$399K +4,828 New