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iShares Morningstar Mid-Cap ETF

192 hedge funds and large institutions have $1.03B invested in iShares Morningstar Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

35% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 52

18% more capital invested

Capital invested by funds: $872M → $1.03B (+$153M)

8.17% more ownership

Funds ownership: 62.33%70.5% (+8.2%)

5% less funds holding

Funds holding: 202192 (-10)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
192
Holders Change
-10
Holders Change %
-4.95%
% of All Funds
2.36%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
70
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$394K +$1.2K +14 +0.3%
ATS
102
Ashton Thomas Securities
New York
$377K +$387K +4,520 New
HI
103
Harbour Investments
Wisconsin
$363K -$17.3K -202 -4%
SPIA
104
Steward Partners Investment Advisory
New York
$359K +$204K +2,382 +124%
PA
105
Procyon Advisors
Connecticut
$358K -$25.2K -294 -6%
Creative Planning
106
Creative Planning
Kansas
$348K +$3.77K +44 +1%
Citigroup
107
Citigroup
New York
$345K +$2.57K +30 +0.7%
EWA
108
Evolution Wealth Advisors
Florida
$334K
SWM
109
Steinberganna Wealth Management
New York
$330K -$118K -1,379 -26%
GT
110
Glenview Trust
Kentucky
$324K
SWGC
111
Summit Wealth Group (Colorado)
Colorado
$319K
WMA
112
Wealth Management Associates
New Jersey
$319K
MKW
113
Mullaney, Keating & Wright
Connecticut
$318K +$66.9K +781 +26%
XF
114
XML Financial
Maryland
$312K
RSWM
115
Robertson Stephens Wealth Management
California
$297K
SDWMA
116
Schneider Downs Wealth Management Advisors
Pennsylvania
$296K
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$289K -$92.2K -1,076 -24%
CCA
118
Clearwater Capital Advisors
Illinois
$288K
AFG
119
Allegheny Financial Group
Pennsylvania
$284K +$11.1K +130 +4%
PVAMC
120
PPS&V Asset Management Consultants
Michigan
$284K -$38.6K -451 -12%
BC
121
Barrett & Company
Rhode Island
$271K +$771 +9 +0.3%
M&T Bank
122
M&T Bank
New York
$270K
PAG
123
Private Advisor Group
New Jersey
$266K +$25.1K +293 +10%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$263K +$3.08K +36 +1%
Jane Street
125
Jane Street
New York
$259K -$1.43M -16,734 -84%