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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
MBFW
176
Morton Brown Family Wealth
Pennsylvania
$40.2K +$165 +2 +0.4%
CAL
177
Capital Analysts LLC
Pennsylvania
$40K -$826 -10 -2%
KFAS
178
Keating Financial Advisory Services
Kansas
$39.7K +$39.6K +480 New
AssetMark Inc
179
AssetMark Inc
California
$37.4K -$9.42K -114 -20%
AF
180
Allworth Financial
California
$36.3K
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$35.2K
TFGT
182
TS Financial Group (TSFG)
Illinois
$35K
William Blair & Company
183
William Blair & Company
Illinois
$33.1K +$31.5K +381 +2,005%
Russell Investments Group
184
Russell Investments Group
United Kingdom
$32.4K +$83 +1 +0.3%
MCM
185
MAI Capital Management
Ohio
$27.3K
FGAM
186
Financial Gravity Asset Management
Texas
$27.1K
IAIM
187
International Assets Investment Management
Florida
$25.3K +$25.3K +306 New
OW
188
Olistico Wealth
Oklahoma
$24.8K +$24.8K +300 New
TRCT
189
Tower Research Capital (TRC)
New York
$24.6K -$204K -2,475 -89%
SIS
190
Sound Income Strategies
Florida
$24.1K
SL
191
Salomon & Ludwin
Virginia
$20.2K -$165 -2 -0.8%
SFC
192
SYM Financial Corp
Indiana
$18.9K
IF
193
Integrity Financial
Wyoming
$18.2K
BWAM
194
Boyd Watterson Asset Management
Ohio
$15.2K
GEA
195
Glen Eagle Advisors
New Jersey
$15.2K
WIM
196
Westside Investment Management
California
$14.8K
NS
197
NBC Securities
Alabama
$10.1K +$10.1K +122 New
WTC
198
WhitTier Trust Company
Nevada
$5.81K
BlackRock
199
BlackRock
New York
$5.13K +$5.12K +62 New
ADL
200
Asset Dedication LLC
California
$3.48K