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iShares Morningstar Mid-Cap ETF

174 hedge funds and large institutions have $527M invested in iShares Morningstar Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
58
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$93.4M +$5.21M +70,316 +6%
Morgan Stanley
2
Morgan Stanley
New York
$88.5M +$403K +5,446 +0.5%
LPL Financial
3
LPL Financial
California
$33.6M +$1.82M +24,559 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.6M +$2.33M +31,479 +9%
Raymond James Financial
5
Raymond James Financial
Florida
$23.8M -$1.78M -24,026 -7%
MIC
6
Means Investment Company
Maine
$22.4M +$10.8M +145,367 +92%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$13.4M -$291K -3,927 -2%
MTC
8
Matrix Trust Company
Colorado
$12.9M +$43.3K +585 +0.3%
SCM
9
Steele Capital Management
Iowa
$12.9M +$43.3K +585 +0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.43M -$282K -3,811 -3%
MML Investors Services
11
MML Investors Services
Massachusetts
$8.91M -$52.6K -710 -0.6%
Ameriprise
12
Ameriprise
Minnesota
$8.69M -$232K -3,131 -3%
ACA
13
Aptus Capital Advisors
Alabama
$7.82M +$162K +2,191 +2%
SFG
14
Sunburst Financial Group
Alabama
$7.72M +$158K +2,135 +2%
Wells Fargo
15
Wells Fargo
California
$7.67M -$106K -1,427 -1%
Bank of America
16
Bank of America
North Carolina
$6.63M -$2.26M -30,481 -25%
AAS
17
Avantax Advisory Services
Texas
$6.1M +$13.3K +179 +0.2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.91M +$270K +3,644 +5%
Stifel Financial
19
Stifel Financial
Missouri
$5.58M +$2.15K +29 +0%
FF
20
Fortitude Financial
Washington
$5.22M -$30.6M -412,942 -85%
YWS
21
Yarger Wealth Strategies
Ohio
$5.1M +$13.7K +185 +0.3%
GIA
22
Gladstone Institutional Advisory
Florida
$4.99M -$169K -2,283 -3%
PFG
23
Pacific Financial Group
Washington
$4.74M -$124K -1,668 -3%
AWS
24
Atria Wealth Solutions
New York
$4.13M -$15.4K -208 -0.4%
BWM
25
Benchmark Wealth Management
Connecticut
$4.1M -$7.56K -102 -0.2%