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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
HighTower Advisors
1
HighTower Advisors
Illinois
$153M +$149M +1,799,387 +3,833%
Morgan Stanley
2
Morgan Stanley
New York
$124M +$18.9M +228,216 +18%
UBS Group
3
UBS Group
Switzerland
$110M +$855K +10,355 +0.8%
Raymond James Financial
4
Raymond James Financial
Florida
$41.2M +$15M +181,661 +57%
LPL Financial
5
LPL Financial
California
$37.7M -$1.29M -15,558 -3%
MIC
6
Means Investment Company
Maine
$35.4M +$1.4M +16,966 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$19.6M -$3.54M -42,878 -15%
Wells Fargo
8
Wells Fargo
California
$16.9M +$10.1M +122,352 +148%
MTC
9
Matrix Trust Company
Colorado
$15.7M +$181K +2,192 +1%
SCM
10
Steele Capital Management
Iowa
$15.7M +$181K +2,190 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.8M -$539K -6,528 -4%
CFD
12
Creative Financial Designs
Indiana
$14.8M +$922K +11,167 +7%
FF
13
Fortitude Financial
Washington
$14.5M +$14.4M +174,666 New
Ameriprise
14
Ameriprise
Minnesota
$13.3M -$943K -11,411 -7%
SWP
15
Stratos Wealth Partners
Ohio
$11.4M +$4.66M +56,413 +69%
MML Investors Services
16
MML Investors Services
Massachusetts
$10.2M -$90.9K -1,100 -0.9%
NWA
17
Northwest Wealth Advisors
Washington
$9.76M +$9.75M +117,988 New
ACA
18
Aptus Capital Advisors
Alabama
$9.68M +$308K +3,723 +3%
SFG
19
Sunburst Financial Group
Alabama
$9.53M +$308K +3,723 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.33M -$480K -5,811 -5%
Bank of America
21
Bank of America
North Carolina
$9.06M +$1.08M +13,076 +14%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.85M +$3M +36,281 +51%
FFA
23
Farther Finance Advisors
California
$8.72M +$1.38M +16,657 +19%
KAS
24
Kestra Advisory Services
Texas
$8.43M +$4.62M +55,978 +122%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.9M -$369K -4,471 -5%