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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
VT
101
Vise Technologies
New York
$412K
IA
102
Integrity Alliance
Iowa
$410K +$409K +4,954 New
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$404K +$1.65K +20 +0.4%
4WM
104
49 Wealth Management
Texas
$399K +$1.65K +20 +0.4%
NRI
105
NFP Retirement Inc
California
$397K
MFGM
106
Marshall Financial Group (Maryland)
Maryland
$394K -$56.1K -679 -12%
IA
107
IFP Advisors
Florida
$383K +$363K +4,390 +1,829%
PA
108
Procyon Advisors
Connecticut
$379K -$578 -7 -0.2%
HI
109
Harbour Investments
Wisconsin
$376K +$6.36K +77 +2%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$376K +$41K +496 +12%
SC
111
Savant Capital
Illinois
$358K -$22.7K -275 -6%
PWS
112
Proactive Wealth Strategies
Georgia
$355K +$1.49K +18 +0.4%
Creative Planning
113
Creative Planning
Kansas
$342K +$13K +157 +4%
Citigroup
114
Citigroup
New York
$339K -$48.5K -587 -13%
EWA
115
Evolution Wealth Advisors
Florida
$331K
GT
116
Glenview Trust
Kentucky
$322K
PVAMC
117
PPS&V Asset Management Consultants
Michigan
$319K
SWGC
118
Summit Wealth Group (Colorado)
Colorado
$316K +$316K +3,825 New
WMA
119
Wealth Management Associates
New Jersey
$316K
XF
120
XML Financial
Maryland
$309K
RSWM
121
Robertson Stephens Wealth Management
California
$295K
SDWMA
122
Schneider Downs Wealth Management Advisors
Pennsylvania
$294K -$41.3K -500 -12%
PJWM
123
Philip James Wealth Mangement
Georgia
$288K -$40.6K -491 -12%
CCA
124
Clearwater Capital Advisors
Illinois
$285K
AFG
125
Allegheny Financial Group
Pennsylvania
$271K +$270K +3,273 New