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iShares Morningstar Mid-Cap Growth ETF

389 hedge funds and large institutions have $2B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 156 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Arete Wealth Advisors
Illinois
$441K
FA
227
Fermata Advisors
California
$439K
EAM
228
Everstar Asset Management
North Carolina
$435K
SWP
229
Stratos Wealth Partners
Ohio
$432K
TCA
230
Transcend Capital Advisors
New Jersey
$422K
WIM
231
Westside Investment Management
California
$421K
IA
232
IFG Advisory
Georgia
$412K
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$409K
GS
234
GWN Securities
Florida
$406K
KWM
235
Kaydan Wealth Management
Michigan
$395K
CCA
236
Carrera Capital Advisors
Michigan
$394K
PFPG
237
Pinnacle Financial Partners (Georgia)
Georgia
$389K
DIP
238
Davis Investment Partners
North Carolina
$387K
DADC
239
D.A. Davidson & Co
Montana
$383K
BW
240
Blalock Williams
Alabama
$375K
RWM
241
Revisor Wealth Management
Ohio
$372K
AMM
242
American Money Management
California
$370K
AMG
243
Asset Management Group
Connecticut
$364K
SAM
244
Secure Asset Management
Michigan
$362K
HNWAG
245
High Net Worth Advisory Group
Florida
$359K
TC
246
Trilogy Capital
California
$358K
JAG
247
Journey Advisory Group
Kentucky
$350K
AF
248
Allworth Financial
California
$346K
US Bancorp
249
US Bancorp
Minnesota
$346K
UIM
250
Unified Investment Management
Georgia
$331K