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iShares Morningstar Mid-Cap ETF

190 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
190
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
SL
176
Salomon & Ludwin
Virginia
$20.1K
IA
177
IFP Advisors
Florida
$19.9K
SFC
178
SYM Financial Corp
Indiana
$18.9K
IF
179
Integrity Financial
Wyoming
$18.3K
BWAM
180
Boyd Watterson Asset Management
Ohio
$15.3K
GEA
181
Glen Eagle Advisors
New Jersey
$15.3K
WIM
182
Westside Investment Management
California
$14.8K
WTC
183
WhitTier Trust Company
Nevada
$5.68K
ADL
184
Asset Dedication LLC
California
$3.48K
William Blair & Company
185
William Blair & Company
Illinois
$1.58K
DRP
186
Decker Retirement Planning
Utah
$1.41K
LFG
187
Larson Financial Group
Missouri
$1.25K
GTAM
188
Global Trust Asset Management
Florida
$997
CWM
189
Copia Wealth Management
Oregon
$831
GWSG
190
GPS Wealth Strategies Group
Colorado
$509
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$166
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
WIA
193
World Investment Advisors
California
RW
194
Rede Wealth
Virginia
SPC
195
Sigma Planning Corp
Michigan
APWA
196
Atlas Private Wealth Advisors
New Jersey
SWGC
197
Summit Wealth Group (Colorado)
Colorado
FIA
198
Foundations Investment Advisors
Arizona
LSA
199
Lion Street Advisors
Texas
Franklin Resources
200
Franklin Resources
California