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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
Cerity Partners
251
Cerity Partners
New York
$342K -$107K -1,309 -23%
US Bancorp
252
US Bancorp
Minnesota
$341K
SAM
253
Secure Asset Management
Michigan
$340K -$17.6K -215 -5%
UIM
254
Unified Investment Management
Georgia
$338K +$11.1K +135 +3%
CCA
255
Carrera Capital Advisors
Michigan
$337K -$54.1K -660 -13%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$331K -$410K -5,003 -54%
WIP
257
WealthCare Investment Partners
Rhode Island
$328K +$492 +6 +0.1%
MIC
258
Means Investment Company
Maine
$324K +$8.36K +102 +3%
DAS
259
Dynamic Advisor Solutions
Arizona
$323K +$19.4K +237 +6%
LWM
260
Liberty Wealth Management
California
$318K +$8.36K +102 +3%
MS
261
Monetary Solutions
Ohio
$317K +$82 +1 +0%
JCM
262
Jacobi Capital Management
Pennsylvania
$311K +$19.1K +233 +6%
HWA
263
Heartwood Wealth Advisors
Virginia
$311K +$24.3K +297 +8%
CA
264
Clearstead Advisors
Ohio
$306K
NCMW
265
Northern Capital Management (Washington)
Washington
$306K
TC
266
TAGStone Capital
North Carolina
$304K +$9.18K +112 +3%
CCM
267
Compass Capital Management
Minnesota
$302K
RW
268
Rede Wealth
Virginia
$298K
RIA
269
Richwood Investment Advisors
Ohio
$293K
MWM
270
Modern Wealth Management
Kansas
$293K +$5.08K +62 +2%
CIAS
271
CFS Investment Advisory Services
New Jersey
$292K -$221K -2,702 -45%
TC
272
Trilogy Capital
California
$288K -$68.5K -836 -19%
SIM
273
Studio Investment Management
Illinois
$283K +$36.1K +441 +14%
PTC
274
Private Trust Company
Ohio
$281K -$12.9K -158 -4%
BAMG
275
Brand Asset Management Group
Missouri
$275K