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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
TSW
76
Three Seasons Wealth
Utah
$598K +$26.5K +309 +5%
HF
77
HRT Financial
New York
$571K +$587K +6,853 New
LC
78
Lawood & Co
Pennsylvania
$562K
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$551K +$566K +6,606 New
HTC
80
Haverford Trust Company
Pennsylvania
$551K
GS
81
GWN Securities
Florida
$549K +$18.4K +215 +3%
MA
82
Mutual Advisors
Nebraska
$542K
IWC
83
Integrated Wealth Concepts
Massachusetts
$540K +$771 +9 +0.1%
Corient Private Wealth
84
Corient Private Wealth
Florida
$532K -$14.3K -167 -3%
IWM
85
IHT Wealth Management
Illinois
$471K -$1.46K -17 -0.3%
IAA
86
Independent Advisor Alliance
North Carolina
$470K +$482K +5,628 New
HPM
87
Hoxton Planning & Management
West Virginia
$466K +$33.3K +389 +7%
Mariner
88
Mariner
Kansas
$462K -$152K -1,773 -24%
FF
89
Financial Futures
New Jersey
$457K -$6.85K -80 -1%
TCIIS
90
TIAA-CREF Individual & Institutional Services
New York
$457K +$469K +5,476 New
CBU
91
CIBC Bancorp USA
Illinois
$450K +$462K +5,394 New
KWM
92
Kaydan Wealth Management
Michigan
$450K
PI
93
PFG Investments
New York
$447K -$68.4K -798 -13%
IA
94
IFP Advisors
Florida
$425K +$39.3K +459 +10%
NA
95
NewEdge Advisors
Louisiana
$424K +$265K +3,099 +156%
VT
96
Vise Technologies
New York
$412K
AT
97
American Trust
Kentucky
$411K -$472K -5,514 -53%
4WM
98
49 Wealth Management
Texas
$404K +$1.2K +14 +0.3%
MFGM
99
Marshall Financial Group (Maryland)
Maryland
$401K +$4.54K +53 +1%
NRI
100
NFP Retirement Inc
California
$401K