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iShares Morningstar Mid-Cap ETF

183 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, 69 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
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

Top Buyers

1 +$11.6M
2 +$6.5M
3 +$4.78M
4
UBS Group
UBS Group
Switzerland
+$3.82M
5
LPL Financial
LPL Financial
California
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Addison Advisors
Vermont
$211K
EI
127
Ellevest Inc
New York
$210K
FWM
128
Fingerlakes Wealth Management
New York
$209K
MPCG
129
Matrix Private Capital Group
New York
$208K
AssetMark Inc
130
AssetMark Inc
California
$190K
SPIA
131
Steward Partners Investment Advisory
New York
$172K
NA
132
NewEdge Advisors
Louisiana
$159K
Franklin Resources
133
Franklin Resources
California
$159K
HI
134
Harbour Investments
Wisconsin
$154K
CIA
135
Cape Investment Advisory
Georgia
$142K
HR
136
Howe & Rusling
New York
$138K
PMFA
137
Plante Moran Financial Advisors
Michigan
$133K
S
138
SignatureFD
Georgia
$127K
RIL
139
Rothschild Investment LLC
Illinois
$116K
EWM
140
EPG Wealth Management
Georgia
$113K
CA
141
CoreCap Advisors
Michigan
$108K
AWM
142
AE Wealth Management
Kansas
$107K
HWM
143
HighMark Wealth Management
Minnesota
$103K
PWAM
144
Private Wealth Asset Management
Iowa
$99.2K
GWSA
145
Global Wealth Strategies & Associates
Colorado
$87.6K
AIC
146
Archer Investment Corporation
Indiana
$87.5K
HNB
147
Huntington National Bank
Ohio
$79.7K
AF
148
Advisornet Financial
Minnesota
$77.8K
SVCP
149
Silicon Valley Capital Partners
California
$76.3K
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$76.3K