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iShares Morningstar Mid-Cap ETF

202 hedge funds and large institutions have $872M invested in iShares Morningstar Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

61% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more capital invested

Capital invested by funds: $739M → $872M (+$132M)

6% more funds holding

Funds holding: 191202 (+11)

0.92% more ownership

Funds ownership: 61.41%62.33% (+0.92%)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
25
Increased
79
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CoreCap Advisors
Michigan
$135K
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$132K +$413 +5 +0.3%
FHA
153
Flagship Harbor Advisors
Massachusetts
$123K +$122K +1,481 New
PTC
154
Private Trust Company
Ohio
$120K
RIL
155
Rothschild Investment LLC
Illinois
$120K
EWM
156
EPG Wealth Management
Georgia
$118K
PWAM
157
Private Wealth Asset Management
Iowa
$103K
AWM
158
AE Wealth Management
Kansas
$96.5K -$826 -10 -0.9%
GWS
159
Greykasell Wealth Strategies
California
$94.4K +$413 +5 +0.4%
HWM
160
HighMark Wealth Management
Minnesota
$91.9K
GWSA
161
Global Wealth Strategies & Associates
Colorado
$91K
HNB
162
Huntington National Bank
Ohio
$82.7K
BHWM
163
Beaird Harris Wealth Management
Texas
$81.4K +$81.3K +984 New
AF
164
Advisornet Financial
Minnesota
$81.3K +$248 +3 +0.3%
AIC
165
Archer Investment Corporation
Indiana
$80.8K -$12.6K -152 -13%
SVCP
166
Silicon Valley Capital Partners
California
$79.8K +$330 +4 +0.4%
GJIA
167
Glass Jacobson Investment Advisors
Maryland
$76.4K -$83 -1 -0.1%
WPA
168
Wealth Preservation Advisors
Tennessee
$58.8K +$248 +3 +0.4%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$55.8K +$165 +2 +0.3%
AW
170
Avion Wealth
Texas
$53K
OL
171
one8zero8 LLC
North Carolina
$49.6K
UBS AM
172
UBS AM
Illinois
$43K +$43K +520 New
UB
173
UMB Bank
Missouri
$42.6K +$42.5K +515 New
CIAS
174
Capital Investment Advisory Services
North Carolina
$41.2K +$13.7K +166 +50%
BW
175
Basepoint Wealth
Iowa
$40.3K +$40.2K +487 New