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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
RBFC
276
Roman Butler Fullerton & Co
Missouri
$272K
KFAS
277
Keating Financial Advisory Services
Kansas
$268K
FIC
278
FCG Investment Company
Tennessee
$267K
SFC
279
Strategic Financial Concepts
Texas
$267K
DAM
280
Delta Asset Management
Tennessee
$265K
SI
281
Stephens Inc
Arkansas
$260K
JIC
282
Johnson Investment Counsel
Ohio
$258K
Baird Financial Group
283
Baird Financial Group
Wisconsin
$252K
SA
284
Sanctuary Advisors
Indiana
$252K
IWP
285
Innova Wealth Partners
Pennsylvania
$250K
VA
286
Valmark Advisers
Ohio
$249K
KCM
287
Kendall Capital Management
Maryland
$242K
AF
288
Allworth Financial
California
$237K
EAM
289
Evanson Asset Management
California
$236K
SAM
290
Smartleaf Asset Management
Massachusetts
$233K
LFG
291
Larson Financial Group
Missouri
$232K
RIP
292
RAM Investment Partners
Washington
$226K
MWM
293
Mosley Wealth Management
California
$225K
AWA
294
Asempa Wealth Advisors
Louisiana
$223K
CW
295
CreativeOne Wealth
Kansas
$222K
BWL
296
Bogart Wealth LLC
Virginia
$222K
AQR Capital Management
297
AQR Capital Management
Connecticut
$220K
LPFG
298
Landing Point Financial Group
Ohio
$214K
DC
299
Dahring Cusmano
Michigan
$213K
Lido Advisors
300
Lido Advisors
California
$211K