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iShares Morningstar Mid-Cap ETF

202 hedge funds and large institutions have $872M invested in iShares Morningstar Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

61% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more capital invested

Capital invested by funds: $739M → $872M (+$132M)

6% more funds holding

Funds holding: 191202 (+11)

0.92% more ownership

Funds ownership: 61.41%62.33% (+0.92%)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
25
Increased
79
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
126
Detalus Advisors
Missouri
$268K +$2.64K +32 +1%
M&T Bank
127
M&T Bank
New York
$268K -$82.4K -997 -24%
BC
128
Barrett & Company
Rhode Island
$268K +$1.16K +14 +0.4%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$258K -$6.2K -75 -2%
SAM
130
Silvercrest Asset Management
New York
$256K
MKW
131
Mullaney, Keating & Wright
Connecticut
$251K +$991 +12 +0.4%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$250K +$43.1K +522 +21%
FMII
133
Farmers & Merchants Investments Inc
Nebraska
$249K
AQR Capital Management
134
AQR Capital Management
Connecticut
$247K
PAG
135
Private Advisor Group
New Jersey
$240K +$330 +4 +0.1%
EFA
136
Evernest Financial Advisors
Indiana
$231K +$19.4K +235 +10%
LOWM
137
Laurel Oak Wealth Management
New Jersey
$222K +$221K +2,678 New
EI
138
Ellevest Inc
New York
$220K +$1.16K +14 +0.5%
AA
139
Addison Advisors
Vermont
$219K
MWM
140
Mosley Wealth Management
California
$219K +$217K +2,621 New
MPCG
141
Matrix Private Capital Group
New York
$217K +$165 +2 +0.1%
FWM
142
Fingerlakes Wealth Management
New York
$213K +$661 +8 +0.3%
MYIA
143
Mount Yale Investment Advisors
Colorado
$207K +$909 +11 +0.4%
VA
144
Valmark Advisers
Ohio
$207K
NA
145
NewEdge Advisors
Louisiana
$164K -$1.57K -19 -0.9%
SPIA
146
Steward Partners Investment Advisory
New York
$159K +$2.4K +29 +2%
CIA
147
Cape Investment Advisory
Georgia
$148K +$148K +1,786 New
HR
148
Howe & Rusling
New York
$144K
S
149
SignatureFD
Georgia
$144K +$9.33K +113 +7%
PMFA
150
Plante Moran Financial Advisors
Michigan
$139K