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iShares Morningstar Mid-Cap ETF

188 hedge funds and large institutions have $739M invested in iShares Morningstar Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
TRCT
126
Tower Research Capital (TRC)
New York
$230K
AWA
127
Arete Wealth Advisors
Illinois
$224K
AA
128
Addison Advisors
Vermont
$220K
EI
129
Ellevest Inc
New York
$220K
MPCG
130
Matrix Private Capital Group
New York
$217K
FWM
131
Fingerlakes Wealth Management
New York
$214K
VA
132
Valmark Advisers
Ohio
$208K
VAS
133
Vestmark Advisory Solutions
Massachusetts
$207K
MYIA
134
Mount Yale Investment Advisors
Colorado
$207K
IA
135
IFG Advisory
Georgia
$204K
OIA
136
OneDigital Investment Advisors
Kansas
$204K
EFA
137
Evernest Financial Advisors
Indiana
$200K
NA
138
NewEdge Advisors
Louisiana
$167K
SPIA
139
Steward Partners Investment Advisory
New York
$157K
HR
140
Howe & Rusling
New York
$144K
PMFA
141
Plante Moran Financial Advisors
Michigan
$139K
CA
142
CoreCap Advisors
Michigan
$135K
S
143
SignatureFD
Georgia
$135K
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$133K
PTC
145
Private Trust Company
Ohio
$121K
RIL
146
Rothschild Investment LLC
Illinois
$121K
EWM
147
EPG Wealth Management
Georgia
$119K
PWAM
148
Private Wealth Asset Management
Iowa
$103K
AWM
149
AE Wealth Management
Kansas
$97.7K
GWS
150
Greykasell Wealth Strategies
California
$94.4K