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iShares Morningstar Mid-Cap Growth ETF

389 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 59 funds opening new positions, 156 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
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
WIP
251
WealthCare Investment Partners
Rhode Island
$330K
EFA
252
Edge Financial Advisors
Illinois
$329K
LWM
253
LongView Wealth Management
Georgia
$323K
MSL
254
Monetary Solutions, Ltd
Ohio
$322K
MIC
255
Means Investment Company
Maine
$320K
LWM
256
Liberty Wealth Management
California
$314K
CA
257
Clearstead Advisors
Ohio
$311K
TSWM
258
Triangle Securities Wealth Management
North Carolina
$310K
NCMW
259
Northern Capital Management (Washington)
Washington
$310K
DAS
260
Dynamic Advisor Solutions
Arizona
$308K
RIA
261
Richwood Investment Advisors
Ohio
$308K
CCM
262
Compass Capital Management
Minnesota
$307K
RW
263
Rede Wealth
Virginia
$302K
TC
264
TAGStone Capital
North Carolina
$300K
JCM
265
Jacobi Capital Management
Pennsylvania
$297K
PTC
266
Private Trust Company
Ohio
$297K
IAIM
267
International Assets Investment Management
Florida
$292K
HWA
268
Heartwood Wealth Advisors
Virginia
$291K
MWM
269
Modern Wealth Management
Kansas
$288K
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$287K
Baird Financial Group
271
Baird Financial Group
Wisconsin
$284K
KA
272
Kovack Advisors
Florida
$283K
HFA
273
High Falls Advisors
New York
$280K
BAMG
274
Brand Asset Management Group
Missouri
$279K
RBFC
275
Roman Butler Fullerton & Co
Missouri
$278K