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iShares Morningstar Mid-Cap ETF

182 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, 68 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
68
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
126
Addison Advisors
Vermont
$211K -$106K -1,335 -34%
EI
127
Ellevest Inc
New York
$210K +$210K +2,639 New
FWM
128
Fingerlakes Wealth Management
New York
$209K +$209K +2,618 New
MPCG
129
Matrix Private Capital Group
New York
$208K -$7.01K -88 -3%
AssetMark Inc
130
AssetMark Inc
California
$190K -$619K -7,766 -77%
SPIA
131
Steward Partners Investment Advisory
New York
$172K +$1.43K +18 +0.8%
NA
132
NewEdge Advisors
Louisiana
$159K +$398 +5 +0.3%
Franklin Resources
133
Franklin Resources
California
$159K
HI
134
Harbour Investments
Wisconsin
$154K -$2.23K -28 -1%
CIA
135
Cape Investment Advisory
Georgia
$142K
HR
136
Howe & Rusling
New York
$138K +$138K +1,736 New
PMFA
137
Plante Moran Financial Advisors
Michigan
$133K
S
138
SignatureFD
Georgia
$127K +$2.23K +28 +2%
RIL
139
Rothschild Investment LLC
Illinois
$116K
EWM
140
EPG Wealth Management
Georgia
$113K -$29.9K -375 -21%
CA
141
CoreCap Advisors
Michigan
$108K
AWM
142
AE Wealth Management
Kansas
$107K +$53K +666 +98%
HWM
143
HighMark Wealth Management
Minnesota
$103K
PWAM
144
Private Wealth Asset Management
Iowa
$99.2K -$31.1K -390 -24%
GWSA
145
Global Wealth Strategies & Associates
Colorado
$87.6K
AIC
146
Archer Investment Corporation
Indiana
$87.5K +$62K +778 +242%
HNB
147
Huntington National Bank
Ohio
$79.7K -$74.1K
AF
148
Advisornet Financial
Minnesota
$77.8K +$159 +2 +0.2%
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$76.3K -$1.67K -21 -2%
FFL
150
Financial Freedom LLC
Ohio
$74.6K