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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
FHA
151
Flagship Harbor Advisors
Massachusetts
$123K
PTC
152
Private Trust Company
Ohio
$120K
RIL
153
Rothschild Investment LLC
Illinois
$120K
EWM
154
EPG Wealth Management
Georgia
$118K
PWAM
155
Private Wealth Asset Management
Iowa
$103K
AWM
156
AE Wealth Management
Kansas
$96.5K
GWS
157
Greykasell Wealth Strategies
California
$94.4K
HWM
158
HighMark Wealth Management
Minnesota
$91.9K
GWSA
159
Global Wealth Strategies & Associates
Colorado
$91K
HNB
160
Huntington National Bank
Ohio
$82.7K
BHWM
161
Beaird Harris Wealth Management
Texas
$81.4K
AF
162
Advisornet Financial
Minnesota
$81.3K
AIC
163
Archer Investment Corporation
Indiana
$80.8K
SVCP
164
Silicon Valley Capital Partners
California
$79.8K
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$76.4K
WPA
166
Wealth Preservation Advisors
Tennessee
$58.8K
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$55.8K
AW
168
Avion Wealth
Texas
$53K
OL
169
one8zero8 LLC
North Carolina
$49.6K
UBS AM
170
UBS AM
Illinois
$43K
UB
171
UMB Bank
Missouri
$42.6K
CIAS
172
Capital Investment Advisory Services
North Carolina
$41.2K
BW
173
Basepoint Wealth
Iowa
$40.3K
MBFW
174
Morton Brown Family Wealth
Pennsylvania
$40.2K
KFAS
175
Keating Financial Advisory Services
Kansas
$39.7K