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iShares Morningstar Mid-Cap ETF

183 hedge funds and large institutions have $684M invested in iShares Morningstar Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.6M
2 +$6.5M
3 +$4.78M
4
UBS Group
UBS Group
Switzerland
+$3.82M
5
LPL Financial
LPL Financial
California
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
101
Adell Harriman & Carpenter
Texas
$343K
PWS
102
Proactive Wealth Strategies
Georgia
$339K
Citigroup
103
Citigroup
New York
$327K
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$323K
EWA
105
Evolution Wealth Advisors
Florida
$319K
SPC
106
Sigma Planning Corp
Michigan
$312K
GT
107
Glenview Trust
Kentucky
$310K
APWA
108
Atlas Private Wealth Advisors
New Jersey
$309K
PVAMC
109
PPS&V Asset Management Consultants
Michigan
$307K
SWGC
110
Summit Wealth Group (Colorado)
Colorado
$305K
WMA
111
Wealth Management Associates
New Jersey
$304K
XF
112
XML Financial
Maryland
$298K
RSWM
113
Robertson Stephens Wealth Management
California
$284K
TSWM
114
Tyler-Stone Wealth Management
Ohio
$281K
CCA
115
Clearwater Capital Advisors
Illinois
$275K
BC
116
Barrett & Company
Rhode Island
$256K
DA
117
Detalus Advisors
Missouri
$254K
FIA
118
Foundations Investment Advisors
Arizona
$252K
EFA
119
Edge Financial Advisors
Illinois
$250K
SAM
120
Silvercrest Asset Management
New York
$246K
RA
121
RFG Advisory
Alabama
$243K
FMII
122
Farmers & Merchants Investments Inc
Nebraska
$240K
PAG
123
Private Advisor Group
New Jersey
$230K
LSA
124
Lion Street Advisors
Texas
$229K
AWA
125
Arete Wealth Advisors
Illinois
$216K