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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
Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
PA
226
Pinnacle Associates
New York
$441K
DADC
227
D.A. Davidson & Co
Montana
$424K
FA
228
Fermata Advisors
California
$424K
TCA
229
Transcend Capital Advisors
New Jersey
$417K
GS
230
GWN Securities
Florida
$413K
WIM
231
Westside Investment Management
California
$405K
BIG
232
Brooklyn Investment Group
New York
$400K
RWM
233
Revisor Wealth Management
Ohio
$399K
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
BW
238
Blalock Williams
Alabama
$370K
TSWM
239
Triangle Securities Wealth Management
North Carolina
$369K
TPI
240
Trust Point Inc
Wisconsin
$366K
SG
241
StoneX Group
New York
$365K
AMM
242
American Money Management
California
$365K
RF
243
rebel Financial
Ohio
$361K
EAM
244
Everstar Asset Management
North Carolina
$361K
AMG
245
Asset Management Group
Connecticut
$359K
HNWAG
246
High Net Worth Advisory Group
Florida
$354K
TRCT
247
Tower Research Capital (TRC)
New York
$348K
JAG
248
Journey Advisory Group
Kentucky
$345K
LA
249
LexAurum Advisors
Kansas
$343K
LWM
250
LongView Wealth Management
Georgia
$343K