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iShares Morningstar Mid-Cap ETF

188 hedge funds and large institutions have $739M invested in iShares Morningstar Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
SFC
176
SYM Financial Corp
Indiana
$18.9K
IF
177
Integrity Financial
Wyoming
$18.3K
BWAM
178
Boyd Watterson Asset Management
Ohio
$15.3K
GEA
179
Glen Eagle Advisors
New Jersey
$15.3K
WIM
180
Westside Investment Management
California
$14.8K
WTC
181
WhitTier Trust Company
Nevada
$5.68K
ADL
182
Asset Dedication LLC
California
$3.48K
William Blair & Company
183
William Blair & Company
Illinois
$1.58K
DRP
184
Decker Retirement Planning
Utah
$1.41K
LFG
185
Larson Financial Group
Missouri
$1.25K
GTAM
186
Global Trust Asset Management
Florida
$997
CWM
187
Copia Wealth Management
Oregon
$831
GWSG
188
GPS Wealth Strategies Group
Colorado
$509
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$166
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
WIA
191
World Investment Advisors
California
RW
192
Rede Wealth
Virginia
SPC
193
Sigma Planning Corp
Michigan
APWA
194
Atlas Private Wealth Advisors
New Jersey
SWGC
195
Summit Wealth Group (Colorado)
Colorado
FIA
196
Foundations Investment Advisors
Arizona
LSA
197
Lion Street Advisors
Texas
Franklin Resources
198
Franklin Resources
California
OW
199
Olistico Wealth
Oklahoma
SNB
200
Security National Bank
Nebraska