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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
HNB
151
Huntington National Bank
Ohio
$83.4K
AF
152
Advisornet Financial
Minnesota
$82.2K +$171 +2 +0.2%
SVCP
153
Silicon Valley Capital Partners
California
$80.7K +$257 +3 +0.3%
AIC
154
Archer Investment Corporation
Indiana
$73.8K -$7.88K -92 -9%
GWSA
155
Global Wealth Strategies & Associates
Colorado
$66.7K -$25.7K -300 -27%
GJIA
156
Glass Jacobson Investment Advisors
Maryland
$66.5K -$10.9K -127 -14%
WPA
157
Wealth Preservation Advisors
Tennessee
$59.4K +$171 +2 +0.3%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$56.4K +$86 +1 +0.1%
AW
159
Avion Wealth
Texas
$53K
OL
160
one8zero8 LLC
North Carolina
$50.1K
VAI
161
Vanguard Advisers Inc
Pennsylvania
$46.9K +$48.1K +562 New
SIM
162
Synergy Investment Management
Florida
$46.4K +$47.6K +556 New
UBS AM
163
UBS AM
Illinois
$43.4K
ATPW
164
Ashton Thomas Private Wealth
Arizona
$43.4K +$44.5K +520 New
UB
165
UMB Bank
Missouri
$43K
CIAS
166
Capital Investment Advisory Services
North Carolina
$41.5K
CAL
167
Capital Analysts LLC
Pennsylvania
$41K +$86 +1 +0.2%
BW
168
Basepoint Wealth
Iowa
$40.8K +$171 +2 +0.4%
MBFW
169
Morton Brown Family Wealth
Pennsylvania
$40.7K +$171 +2 +0.4%
AssetMark Inc
170
AssetMark Inc
California
$39K +$1.28K +15 +3%
AF
171
Allworth Financial
California
$36.7K
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$35.5K
TFGT
173
TS Financial Group (TSFG)
Illinois
$35K
MG
174
Mather Group
Illinois
$34.5K +$35.4K +413 New
William Blair & Company
175
William Blair & Company
Illinois
$32.5K -$857 -10 -3%