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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
PA
226
Pinnacle Associates
New York
$441K -$36.4K -444 -7%
DADC
227
D.A. Davidson & Co
Montana
$424K +$48K +586 +12%
FA
228
Fermata Advisors
California
$424K -$9.67K -118 -2%
TCA
229
Transcend Capital Advisors
New Jersey
$417K
GS
230
GWN Securities
Florida
$413K +$12.7K +155 +3%
WIM
231
Westside Investment Management
California
$405K -$12.3K -150 -3%
BIG
232
Brooklyn Investment Group
New York
$400K +$140K +1,710 +51%
RWM
233
Revisor Wealth Management
Ohio
$399K +$49.6K +606 +14%
KWM
234
Kaydan Wealth Management
Michigan
$390K
PFPG
235
Pinnacle Financial Partners (Georgia)
Georgia
$384K
DIP
236
Davis Investment Partners
North Carolina
$378K
AssetMark Inc
237
AssetMark Inc
California
$374K -$170K -2,076 -30%
BW
238
Blalock Williams
Alabama
$370K
TSWM
239
Triangle Securities Wealth Management
North Carolina
$369K +$65K +794 +20%
TPI
240
Trust Point Inc
Wisconsin
$366K +$381K +4,651 New
SG
241
StoneX Group
New York
$365K +$114K +1,386 +43%
AMM
242
American Money Management
California
$365K
RF
243
rebel Financial
Ohio
$361K -$1.64K -20 -0.4%
EAM
244
Everstar Asset Management
North Carolina
$361K -$71.3K -870 -16%
AMG
245
Asset Management Group
Connecticut
$359K +$573 +7 +0.2%
HNWAG
246
High Net Worth Advisory Group
Florida
$354K
TRCT
247
Tower Research Capital (TRC)
New York
$348K -$348K -4,253 -49%
JAG
248
Journey Advisory Group
Kentucky
$345K
LA
249
LexAurum Advisors
Kansas
$343K +$357K +4,356 New
LWM
250
LongView Wealth Management
Georgia
$343K +$9.67K +118 +3%