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iShares Morningstar Mid-Cap ETF

200 hedge funds and large institutions have $871M invested in iShares Morningstar Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
Integrity Alliance
Iowa
$410K
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$404K
4WM
103
49 Wealth Management
Texas
$399K
NRI
104
NFP Retirement Inc
California
$397K
MFGM
105
Marshall Financial Group (Maryland)
Maryland
$394K
IA
106
IFP Advisors
Florida
$383K
PA
107
Procyon Advisors
Connecticut
$379K
HI
108
Harbour Investments
Wisconsin
$376K
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$376K
SC
110
Savant Capital
Illinois
$358K
PWS
111
Proactive Wealth Strategies
Georgia
$355K
Creative Planning
112
Creative Planning
Kansas
$342K
Citigroup
113
Citigroup
New York
$339K
EWA
114
Evolution Wealth Advisors
Florida
$331K
GT
115
Glenview Trust
Kentucky
$322K
PVAMC
116
PPS&V Asset Management Consultants
Michigan
$319K
SWGC
117
Summit Wealth Group (Colorado)
Colorado
$316K
WMA
118
Wealth Management Associates
New Jersey
$316K
XF
119
XML Financial
Maryland
$309K
RSWM
120
Robertson Stephens Wealth Management
California
$295K
SDWMA
121
Schneider Downs Wealth Management Advisors
Pennsylvania
$294K
PJWM
122
Philip James Wealth Mangement
Georgia
$288K
CCA
123
Clearwater Capital Advisors
Illinois
$285K
AFG
124
Allegheny Financial Group
Pennsylvania
$271K
DA
125
Detalus Advisors
Missouri
$268K