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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
AssetMark Inc
176
AssetMark Inc
California
$37.4K
AF
177
Allworth Financial
California
$36.3K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$35.2K
TFGT
179
TS Financial Group (TSFG)
Illinois
$35K
William Blair & Company
180
William Blair & Company
Illinois
$33.1K
Russell Investments Group
181
Russell Investments Group
United Kingdom
$32.4K
MCM
182
MAI Capital Management
Ohio
$27.3K
FGAM
183
Financial Gravity Asset Management
Texas
$27.1K
IAIM
184
International Assets Investment Management
Florida
$25.3K
OW
185
Olistico Wealth
Oklahoma
$24.8K
TRCT
186
Tower Research Capital (TRC)
New York
$24.6K
SIS
187
Sound Income Strategies
Florida
$24.1K
CAL
188
Capital Analysts LLC
Pennsylvania
$23K
SL
189
Salomon & Ludwin
Virginia
$20.2K
SFC
190
SYM Financial Corp
Indiana
$18.9K
IF
191
Integrity Financial
Wyoming
$18.2K
BWAM
192
Boyd Watterson Asset Management
Ohio
$15.2K
GEA
193
Glen Eagle Advisors
New Jersey
$15.2K
WIM
194
Westside Investment Management
California
$14.8K
NS
195
NBC Securities
Alabama
$10.1K
WTC
196
WhitTier Trust Company
Nevada
$5.81K
BlackRock
197
BlackRock
New York
$5.13K
ADL
198
Asset Dedication LLC
California
$3.48K
DRP
199
Decker Retirement Planning
Utah
$1.41K
CWM
200
Copia Wealth Management
Oregon
$827