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iShares Morningstar Mid-Cap ETF

192 hedge funds and large institutions have $1.03B invested in iShares Morningstar Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

35% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 52

18% more capital invested

Capital invested by funds: $872M → $1.03B (+$153M)

8.17% more ownership

Funds ownership: 62.33%70.5% (+8.2%)

5% less funds holding

Funds holding: 202192 (-10)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
192
Holders Change
-10
Holders Change %
-4.95%
% of All Funds
2.36%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
70
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Silvercrest Asset Management
New York
$258K
EFA
127
Evernest Financial Advisors
Indiana
$237K
LOWM
128
Laurel Oak Wealth Management
New Jersey
$223K
MPCG
129
Matrix Private Capital Group
New York
$223K +$4.37K +51 +2%
MWM
130
Mosley Wealth Management
California
$218K
EI
131
Ellevest Inc
New York
$218K -$4.54K -53 -2%
VVP
132
Venture Visionary Partners
Ohio
$217K +$223K +2,599 New
SC
133
Savant Capital
Illinois
$209K -$156K -1,824 -42%
VA
134
Valmark Advisers
Ohio
$209K
WCAMG
135
Woodard & Company Asset Management Group
North Carolina
$199K -$1.9M -22,125 -90%
S
136
SignatureFD
Georgia
$145K +$428 +5 +0.3%
KFAS
137
Keating Financial Advisory Services
Kansas
$145K +$108K +1,258 +262%
HR
138
Howe & Rusling
New York
$145K
PMFA
139
Plante Moran Financial Advisors
Michigan
$140K
PTC
140
Private Trust Company
Ohio
$139K +$17.9K +209 +14%
CA
141
CoreCap Advisors
Michigan
$136K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$134K +$257 +3 +0.2%
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$125K -$129K -1,509 -50%
RIL
144
Rothschild Investment LLC
Illinois
$121K
EWM
145
EPG Wealth Management
Georgia
$119K
PWAM
146
Private Wealth Asset Management
Iowa
$104K
AA
147
Addison Advisors
Vermont
$99.3K -$125K -1,460 -55%
AWM
148
AE Wealth Management
Kansas
$97.2K
GWS
149
Greykasell Wealth Strategies
California
$95.5K +$257 +3 +0.3%
HWM
150
HighMark Wealth Management
Minnesota
$92.7K