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iShares Morningstar Mid-Cap ETF

200 hedge funds and large institutions have $871M invested in iShares Morningstar Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
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
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
126
M&T Bank
New York
$268K
BC
127
Barrett & Company
Rhode Island
$268K
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$258K
SAM
129
Silvercrest Asset Management
New York
$256K
VAS
130
Vestmark Advisory Solutions
Massachusetts
$250K
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$249K
AQR Capital Management
132
AQR Capital Management
Connecticut
$247K
PAG
133
Private Advisor Group
New Jersey
$240K
EFA
134
Evernest Financial Advisors
Indiana
$231K
LOWM
135
Laurel Oak Wealth Management
New Jersey
$222K
EI
136
Ellevest Inc
New York
$220K
AA
137
Addison Advisors
Vermont
$219K
MWM
138
Mosley Wealth Management
California
$219K
MPCG
139
Matrix Private Capital Group
New York
$217K
FWM
140
Fingerlakes Wealth Management
New York
$213K
MYIA
141
Mount Yale Investment Advisors
Colorado
$207K
VA
142
Valmark Advisers
Ohio
$207K
NA
143
NewEdge Advisors
Louisiana
$164K
SPIA
144
Steward Partners Investment Advisory
New York
$159K
CIA
145
Cape Investment Advisory
Georgia
$148K
HR
146
Howe & Rusling
New York
$144K
S
147
SignatureFD
Georgia
$144K
PMFA
148
Plante Moran Financial Advisors
Michigan
$139K
CA
149
CoreCap Advisors
Michigan
$135K
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$132K