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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
Cerity Partners
251
Cerity Partners
New York
$342K
US Bancorp
252
US Bancorp
Minnesota
$341K
SAM
253
Secure Asset Management
Michigan
$340K
UIM
254
Unified Investment Management
Georgia
$338K
CCA
255
Carrera Capital Advisors
Michigan
$337K
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$331K
WIP
257
WealthCare Investment Partners
Rhode Island
$328K
MIC
258
Means Investment Company
Maine
$324K
DAS
259
Dynamic Advisor Solutions
Arizona
$323K
LWM
260
Liberty Wealth Management
California
$318K
MS
261
Monetary Solutions
Ohio
$317K
JCM
262
Jacobi Capital Management
Pennsylvania
$311K
HWA
263
Heartwood Wealth Advisors
Virginia
$311K
CA
264
Clearstead Advisors
Ohio
$306K
NCMW
265
Northern Capital Management (Washington)
Washington
$306K
TC
266
TAGStone Capital
North Carolina
$304K
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
CIAS
271
CFS Investment Advisory Services
New Jersey
$292K
TC
272
Trilogy Capital
California
$288K
SIM
273
Studio Investment Management
Illinois
$283K
PTC
274
Private Trust Company
Ohio
$281K
BAMG
275
Brand Asset Management Group
Missouri
$275K