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iShares Morningstar Mid-Cap Growth ETF

398 hedge funds and large institutions have $2.02B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 161 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
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
SAM
251
Secure Asset Management
Michigan
$340K
UIM
252
Unified Investment Management
Georgia
$338K
CCA
253
Carrera Capital Advisors
Michigan
$337K
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$331K
WIP
255
WealthCare Investment Partners
Rhode Island
$328K
MIC
256
Means Investment Company
Maine
$324K
DAS
257
Dynamic Advisor Solutions
Arizona
$323K
LWM
258
Liberty Wealth Management
California
$318K
MS
259
Monetary Solutions
Ohio
$317K
JCM
260
Jacobi Capital Management
Pennsylvania
$311K
HWA
261
Heartwood Wealth Advisors
Virginia
$311K
CA
262
Clearstead Advisors
Ohio
$306K
NCMW
263
Northern Capital Management (Washington)
Washington
$306K
TC
264
TAGStone Capital
North Carolina
$304K
CCM
265
Compass Capital Management
Minnesota
$302K
RW
266
Rede Wealth
Virginia
$298K
RIA
267
Richwood Investment Advisors
Ohio
$293K
MWM
268
Modern Wealth Management
Kansas
$293K
CIAS
269
CFS Investment Advisory Services
New Jersey
$292K
TC
270
Trilogy Capital
California
$288K
SIM
271
Studio Investment Management
Illinois
$283K
PTC
272
Private Trust Company
Ohio
$281K
BAMG
273
Brand Asset Management Group
Missouri
$275K
MAS
274
Meeder Advisory Services
Ohio
$275K
BCI
275
Brinker Capital Investments
Pennsylvania
$274K