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iShares Morningstar Mid-Cap ETF

188 hedge funds and large institutions have $739M invested in iShares Morningstar Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Procyon Advisors
Connecticut
$382K
HI
102
Harbour Investments
Wisconsin
$372K
AHC
103
Adell Harriman & Carpenter
Texas
$357K
PWS
104
Proactive Wealth Strategies
Georgia
$355K
M&T Bank
105
M&T Bank
New York
$352K
SDWMA
106
Schneider Downs Wealth Management Advisors
Pennsylvania
$337K
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$336K
EWA
108
Evolution Wealth Advisors
Florida
$332K
Creative Planning
109
Creative Planning
Kansas
$330K
PJWM
110
Philip James Wealth Mangement
Georgia
$329K
GT
111
Glenview Trust
Kentucky
$323K
PVAMC
112
PPS&V Asset Management Consultants
Michigan
$320K
WMA
113
Wealth Management Associates
New Jersey
$317K
XF
114
XML Financial
Maryland
$311K
ATS
115
Ashton Thomas Securities
New York
$301K
RSWM
116
Robertson Stephens Wealth Management
California
$296K
CCA
117
Clearwater Capital Advisors
Illinois
$286K
BC
118
Barrett & Company
Rhode Island
$268K
DA
119
Detalus Advisors
Missouri
$267K
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$265K
SAM
121
Silvercrest Asset Management
New York
$257K
RA
122
RFG Advisory
Alabama
$254K
FMII
123
Farmers & Merchants Investments Inc
Nebraska
$250K
AQR Capital Management
124
AQR Capital Management
Connecticut
$248K
PAG
125
Private Advisor Group
New Jersey
$240K