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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
HighTower Advisors
1
HighTower Advisors
Illinois
$161M +$6.96M +81,186 +4%
Morgan Stanley
2
Morgan Stanley
New York
$126M +$637K +7,432 +0.5%
RWM
3
RMG Wealth Management
Wisconsin
$117M +$110M +1,284,701 New
UBS Group
4
UBS Group
Switzerland
$114M +$2.81M +32,749 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$47.5M +$6.08M +70,940 +14%
LPL Financial
6
LPL Financial
California
$37.2M -$926K -10,813 -2%
MIC
7
Means Investment Company
Maine
$36.1M +$376K +4,392 +1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$20.1M +$281K +3,280 +1%
ACA
9
Aptus Capital Advisors
Alabama
$18.5M +$9.01M +105,191 +90%
SFG
10
Sunburst Financial Group
Alabama
$18.4M +$9.04M +105,485 +92%
Wells Fargo
11
Wells Fargo
California
$17.6M +$568K +6,627 +3%
SCM
12
Steele Capital Management
Iowa
$16M +$201K +2,352 +1%
MTC
13
Matrix Trust Company
Colorado
$15.8M +$51.7K +603 +0.3%
SWP
14
Stratos Wealth Partners
Ohio
$15.7M +$4.31M +50,321 +37%
CFD
15
Creative Financial Designs
Indiana
$15.6M +$597K +6,966 +4%
FF
16
Fortitude Financial
Washington
$15.2M +$675K +7,875 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$14.7M -$326K -3,805 -2%
Ameriprise
18
Ameriprise
Minnesota
$12.5M -$1.01M -11,821 -7%
NWA
19
Northwest Wealth Advisors
Washington
$11.9M +$2.15M +25,129 +21%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.96M +$569K +6,641 +6%
KAS
21
Kestra Advisory Services
Texas
$9.77M +$1.3M +15,182 +15%
FFA
22
Farther Finance Advisors
California
$9.6M +$762K +8,893 +8%
Bank of America
23
Bank of America
North Carolina
$9.46M +$327K +3,818 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8.72M -$215K -2,506 -2%
MML Investors Services
25
MML Investors Services
Massachusetts
$8.19M -$2.14M -25,024 -20%