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iShares Morningstar Mid-Cap ETF

192 hedge funds and large institutions have $1.02B invested in iShares Morningstar Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
EFA
126
Evernest Financial Advisors
Indiana
$237K
LOWM
127
Laurel Oak Wealth Management
New Jersey
$223K
MPCG
128
Matrix Private Capital Group
New York
$223K
MWM
129
Mosley Wealth Management
California
$218K
EI
130
Ellevest Inc
New York
$218K
VVP
131
Venture Visionary Partners
Ohio
$217K
SC
132
Savant Capital
Illinois
$209K
VA
133
Valmark Advisers
Ohio
$209K
WCAMG
134
Woodard & Company Asset Management Group
North Carolina
$199K
S
135
SignatureFD
Georgia
$145K
KFAS
136
Keating Financial Advisory Services
Kansas
$145K
HR
137
Howe & Rusling
New York
$145K
PMFA
138
Plante Moran Financial Advisors
Michigan
$140K
PTC
139
Private Trust Company
Ohio
$139K
CA
140
CoreCap Advisors
Michigan
$136K
WWM
141
Western Wealth Management
Colorado
$134K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$134K
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$125K
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
AWM
148
AE Wealth Management
Kansas
$97.2K
GWS
149
Greykasell Wealth Strategies
California
$95.5K
HWM
150
HighMark Wealth Management
Minnesota
$92.7K