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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
FFL
151
Financial Freedom LLC
Ohio
$74.6K
WPA
152
Wealth Preservation Advisors
Tennessee
$56.1K
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$55.1K
AW
154
Avion Wealth
Texas
$51K
MBFW
155
Morton Brown Family Wealth
Pennsylvania
$38.4K
AF
156
Allworth Financial
California
$35K
TFGT
157
TS Financial Group (TSFG)
Illinois
$33K
Russell Investments Group
158
Russell Investments Group
United Kingdom
$30.5K
AAS
159
Ameritas Advisory Services
Nebraska
$29.5K
MCM
160
MAI Capital Management
Ohio
$27.1K
FGC
161
Financial Gravity Companies
Texas
$26.1K
PS
162
Principal Securities
Iowa
$25.2K
CWM
163
Centricity Wealth Management
Ohio
$24.5K
OW
164
Olistico Wealth
Oklahoma
$23.9K
SIS
165
Sound Income Strategies
Florida
$22.3K
SL
166
Salomon & Ludwin
Virginia
$19.4K
IA
167
IFP Advisors
Florida
$19.1K
SFC
168
SYM Financial Corp
Indiana
$18.2K
IF
169
Integrity Financial
Wyoming
$17.5K
CAL
170
Capital Analysts LLC
Pennsylvania
$17K
BWAM
171
Boyd Watterson Asset Management
Ohio
$14.7K
GEA
172
Glen Eagle Advisors
New Jersey
$14.7K
WIM
173
Westside Investment Management
California
$14.1K
SNB
174
Security National Bank
Nebraska
$7.97K
CIAS
175
Capital Investment Advisory Services
North Carolina
$7.65K