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iShares Morningstar Mid-Cap Growth ETF

393 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 62 funds opening new positions, 158 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
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
BWA
226
BlueChip Wealth Advisors
Georgia
$444K
KFS
227
Kaizen Financial Strategies
California
$442K
AWA
228
Arete Wealth Advisors
Illinois
$441K
FA
229
Fermata Advisors
California
$439K
EAM
230
Everstar Asset Management
North Carolina
$435K
SWP
231
Stratos Wealth Partners
Ohio
$432K
TCA
232
Transcend Capital Advisors
New Jersey
$422K
WIM
233
Westside Investment Management
California
$421K
IA
234
IFG Advisory
Georgia
$412K
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$409K
GS
236
GWN Securities
Florida
$406K
KWM
237
Kaydan Wealth Management
Michigan
$395K
CCA
238
Carrera Capital Advisors
Michigan
$394K
PFPG
239
Pinnacle Financial Partners (Georgia)
Georgia
$389K
DIP
240
Davis Investment Partners
North Carolina
$387K
DADC
241
D.A. Davidson & Co
Montana
$383K
BW
242
Blalock Williams
Alabama
$375K
RWM
243
Revisor Wealth Management
Ohio
$372K
AMM
244
American Money Management
California
$370K
RF
245
rebel Financial
Ohio
$368K
AMG
246
Asset Management Group
Connecticut
$364K
SAM
247
Secure Asset Management
Michigan
$362K
HNWAG
248
High Net Worth Advisory Group
Florida
$359K
TC
249
Trilogy Capital
California
$358K
JAG
250
Journey Advisory Group
Kentucky
$350K