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iShares Morningstar Mid-Cap ETF

192 hedge funds and large institutions have $1.02B invested in iShares Morningstar Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
ATS
101
Ashton Thomas Securities
New York
$377K
HI
102
Harbour Investments
Wisconsin
$363K
SPIA
103
Steward Partners Investment Advisory
New York
$359K
PA
104
Procyon Advisors
Connecticut
$358K
Creative Planning
105
Creative Planning
Kansas
$348K
Citigroup
106
Citigroup
New York
$345K
EWA
107
Evolution Wealth Advisors
Florida
$334K
SWM
108
Steinberganna Wealth Management
New York
$330K
GT
109
Glenview Trust
Kentucky
$324K
SWGC
110
Summit Wealth Group (Colorado)
Colorado
$319K
WMA
111
Wealth Management Associates
New Jersey
$319K
MKW
112
Mullaney, Keating & Wright
Connecticut
$318K
XF
113
XML Financial
Maryland
$312K
RSWM
114
Robertson Stephens Wealth Management
California
$297K
SDWMA
115
Schneider Downs Wealth Management Advisors
Pennsylvania
$296K
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$289K
CCA
117
Clearwater Capital Advisors
Illinois
$288K
AFG
118
Allegheny Financial Group
Pennsylvania
$284K
PVAMC
119
PPS&V Asset Management Consultants
Michigan
$284K
BC
120
Barrett & Company
Rhode Island
$271K
M&T Bank
121
M&T Bank
New York
$270K
PAG
122
Private Advisor Group
New Jersey
$266K
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$263K
Jane Street
124
Jane Street
New York
$259K
SAM
125
Silvercrest Asset Management
New York
$258K