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iShares Morningstar Mid-Cap Growth ETF

393 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 62 funds opening new positions, 158 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
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
AF
251
Allworth Financial
California
$346K
US Bancorp
252
US Bancorp
Minnesota
$346K
UIM
253
Unified Investment Management
Georgia
$331K
WIP
254
WealthCare Investment Partners
Rhode Island
$330K
EFA
255
Edge Financial Advisors
Illinois
$329K
LWM
256
LongView Wealth Management
Georgia
$323K
MS
257
Monetary Solutions
Ohio
$322K
MIC
258
Means Investment Company
Maine
$320K
LWM
259
Liberty Wealth Management
California
$314K
CA
260
Clearstead Advisors
Ohio
$311K
TSWM
261
Triangle Securities Wealth Management
North Carolina
$310K
NCMW
262
Northern Capital Management (Washington)
Washington
$310K
DAS
263
Dynamic Advisor Solutions
Arizona
$308K
RIA
264
Richwood Investment Advisors
Ohio
$308K
CCM
265
Compass Capital Management
Minnesota
$307K
RW
266
Rede Wealth
Virginia
$302K
TC
267
TAGStone Capital
North Carolina
$300K
JCM
268
Jacobi Capital Management
Pennsylvania
$297K
PTC
269
Private Trust Company
Ohio
$297K
IAIM
270
International Assets Investment Management
Florida
$292K
HWA
271
Heartwood Wealth Advisors
Virginia
$291K
MWM
272
Modern Wealth Management
Kansas
$288K
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
$287K
Baird Financial Group
274
Baird Financial Group
Wisconsin
$284K
KA
275
Kovack Advisors
Florida
$283K