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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
Russell Investments Group
176
Russell Investments Group
United Kingdom
$32.2K -$343 -4 -1%
FGAM
177
Financial Gravity Asset Management
Texas
$27.4K
MCM
178
MAI Capital Management
Ohio
$26.7K -$857 -10 -3%
OW
179
Olistico Wealth
Oklahoma
$25K
SIS
180
Sound Income Strategies
Florida
$23.5K
SL
181
Salomon & Ludwin
Virginia
$20.2K
SFC
182
SYM Financial Corp
Indiana
$19K
IF
183
Integrity Financial
Wyoming
$18.4K
SC
184
Steph & Co
Wisconsin
$17.4K +$17.9K +209 New
BWAM
185
Boyd Watterson Asset Management
Ohio
$15.4K
GEA
186
Glen Eagle Advisors
New Jersey
$15.4K
WIM
187
Westside Investment Management
California
$15K +$86 +1 +0.6%
NS
188
NBC Securities
Alabama
$10.2K
WTC
189
WhitTier Trust Company
Nevada
$5.76K
ADL
190
Asset Dedication LLC
California
$3.52K
DRP
191
Decker Retirement Planning
Utah
$1.42K
CWM
192
Copia Wealth Management
Oregon
$834
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$167
Goldman Sachs
194
Goldman Sachs
New York
-$3.59M -43,380 Closed
GS
195
GTS Securities
New York
-$2.91M -35,168 Closed
JWCA
196
J.W. Cole Advisors
Florida
-$1.06M -13,075 Closed
DAS
197
Diversify Advisory Services
Utah
-$735K -8,540 Closed
AFG
198
Atomi Financial Group
New York
-$549K -6,637 Closed
IA
199
Integrity Alliance
Iowa
-$410K -4,954 Closed
OC
200
Opal Capital
Florida
-$422K -4,828 Closed