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iShares Morningstar Mid-Cap Growth ETF

396 hedge funds and large institutions have $2.01B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
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
HNWAG
251
High Net Worth Advisory Group
Florida
$359K
TC
252
Trilogy Capital
California
$358K
JAG
253
Journey Advisory Group
Kentucky
$350K
AF
254
Allworth Financial
California
$346K
US Bancorp
255
US Bancorp
Minnesota
$346K
UIM
256
Unified Investment Management
Georgia
$331K
WIP
257
WealthCare Investment Partners
Rhode Island
$330K
EFA
258
Edge Financial Advisors
Illinois
$329K
LWM
259
LongView Wealth Management
Georgia
$323K
MS
260
Monetary Solutions
Ohio
$322K
MIC
261
Means Investment Company
Maine
$320K
LWM
262
Liberty Wealth Management
California
$314K
CA
263
Clearstead Advisors
Ohio
$311K
TSWM
264
Triangle Securities Wealth Management
North Carolina
$310K
NCMW
265
Northern Capital Management (Washington)
Washington
$310K
DAS
266
Dynamic Advisor Solutions
Arizona
$308K
RIA
267
Richwood Investment Advisors
Ohio
$308K
CCM
268
Compass Capital Management
Minnesota
$307K
RW
269
Rede Wealth
Virginia
$302K
TC
270
TAGStone Capital
North Carolina
$300K
JCM
271
Jacobi Capital Management
Pennsylvania
$297K
PTC
272
Private Trust Company
Ohio
$297K
IAIM
273
International Assets Investment Management
Florida
$292K
HWA
274
Heartwood Wealth Advisors
Virginia
$291K
MWM
275
Modern Wealth Management
Kansas
$288K