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iShares Morningstar Mid-Cap Growth ETF

396 hedge funds and large institutions have $2.01B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
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
WCM
226
WealthTrak Capital Management
Virginia
$461K
SWM
227
Silverlake Wealth Management
Vermont
$460K
Cerity Partners
228
Cerity Partners
New York
$451K
BWA
229
BlueChip Wealth Advisors
Georgia
$444K
KFS
230
Kaizen Financial Strategies
California
$442K
AWA
231
Arete Wealth Advisors
Illinois
$441K
FA
232
Fermata Advisors
California
$439K
EAM
233
Everstar Asset Management
North Carolina
$435K
SWP
234
Stratos Wealth Partners
Ohio
$432K
TCA
235
Transcend Capital Advisors
New Jersey
$422K
WIM
236
Westside Investment Management
California
$421K
IA
237
IFG Advisory
Georgia
$412K
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$409K
GS
239
GWN Securities
Florida
$406K
KWM
240
Kaydan Wealth Management
Michigan
$395K
CCA
241
Carrera Capital Advisors
Michigan
$394K
PFPG
242
Pinnacle Financial Partners (Georgia)
Georgia
$389K
DIP
243
Davis Investment Partners
North Carolina
$387K
DADC
244
D.A. Davidson & Co
Montana
$383K
BW
245
Blalock Williams
Alabama
$375K
RWM
246
Revisor Wealth Management
Ohio
$372K
AMM
247
American Money Management
California
$370K
RF
248
rebel Financial
Ohio
$368K
AMG
249
Asset Management Group
Connecticut
$364K
SAM
250
Secure Asset Management
Michigan
$362K