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iShares Morningstar Mid-Cap Growth ETF

401 hedge funds and large institutions have $2.03B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% more funds holding

Funds holding: 397401 (+4)

1% more capital invested

Capital invested by funds: $2.01B → $2.03B (+$29.6M)

0.52% more ownership

Funds ownership: 64.86%65.38% (+0.52%)

Holders
401
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
4.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
163
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$237M -$6.13M -74,831 -2%
LPL Financial
2
LPL Financial
California
$205M +$12.7M +155,028 +6%
Morgan Stanley
3
Morgan Stanley
New York
$101M +$10.7M +130,101 +11%
Raymond James Financial
4
Raymond James Financial
Florida
$80.6M +$4.51M +55,074 +6%
Ameriprise
5
Ameriprise
Minnesota
$74.5M +$9.92M +121,088 +15%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$74.3M +$2.18M +26,636 +3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$65.2M -$1.15M -14,071 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$45.2M +$890K +10,867 +2%
Bank of America
9
Bank of America
North Carolina
$44.7M +$1.28M +15,572 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$38.2M +$973K +11,873 +3%
Mariner
11
Mariner
Kansas
$37.6M +$2.15M +26,199 +6%
UBS Group
12
UBS Group
Switzerland
$35.3M +$1.26M +15,395 +4%
AWM
13
Avior Wealth Management
Nebraska
$35.1M -$14.7M -179,614 -29%
CPG
14
Cornerstone Planning Group
New Jersey
$34.3M +$2.47M +30,185 +9%
VFG
15
Victory Financial Group
Texas
$34M +$876K +10,694 +3%
Wells Fargo
16
Wells Fargo
California
$32.6M -$469K -5,720 -1%
OWM
17
Orgel Wealth Management
Wisconsin
$23M +$31.1K +380 +0.1%
AAP
18
Arax Advisory Partners
Colorado
$22.8M +$1.32M +16,153 +6%
CFG
19
Cosner Financial Group
Colorado
$21.5M +$247K +3,021 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$21.2M -$72.4K -884 -0.3%
BWA
21
Beam Wealth Advisors
Louisiana
$20.5M +$17.9M +219,053 +530%
EA
22
Eclectic Associates
California
$19.6M +$3.93M +48,033 +24%
RA
23
Rodgers & Associates
Pennsylvania
$19.2M +$1.05M +12,860 +6%
IWP
24
IAG Wealth Partners
Wisconsin
$18.1M +$507K +6,192 +3%
CWM
25
Capital Wealth Management
Rhode Island
$17.9M +$2.31M +28,238 +14%