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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

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% more funds holding

Funds holding: 397401 (+4)

1% more capital invested

Capital invested by funds: $2.01B → $2.03B (+$29.6M)

0.52% more ownership

Funds ownership: 64.86%65.38% (+0.52%)

Holders
401
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
4.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
163
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
276
Meeder Advisory Services
Ohio
$275K -$212K -2,592 -43%
BCI
277
Brinker Capital Investments
Pennsylvania
$274K -$867K -10,581 -75%
RBFC
278
Roman Butler Fullerton & Co
Missouri
$272K -$5K -61 -2%
KFAS
279
Keating Financial Advisory Services
Kansas
$268K
FIC
280
FCG Investment Company
Tennessee
$267K +$278K +3,390 New
SFC
281
Strategic Financial Concepts
Texas
$267K +$277K +3,386 New
DAM
282
Delta Asset Management
Tennessee
$265K
SI
283
Stephens Inc
Arkansas
$260K +$51K +623 +23%
JIC
284
Johnson Investment Counsel
Ohio
$258K -$6.39K -78 -2%
Baird Financial Group
285
Baird Financial Group
Wisconsin
$252K -$29.4K -359 -10%
SA
286
Sanctuary Advisors
Indiana
$252K +$262K +3,197 New
IWP
287
Innova Wealth Partners
Pennsylvania
$250K +$260K +3,170 New
VA
288
Valmark Advisers
Ohio
$249K +$5K +61 +2%
KCM
289
Kendall Capital Management
Maryland
$242K +$164 +2 +0.1%
KP
290
Keel Point
Alabama
$240K +$249K +3,044 New
AF
291
Allworth Financial
California
$237K -$109K -1,331 -31%
EAM
292
Evanson Asset Management
California
$236K
SAM
293
Smartleaf Asset Management
Massachusetts
$233K +$17.1K +209 +7%
LFG
294
Larson Financial Group
Missouri
$232K -$28.7K -350 -11%
RIP
295
RAM Investment Partners
Washington
$226K
MWM
296
Mosley Wealth Management
California
$225K +$82 +1 +0%
AWA
297
Asempa Wealth Advisors
Louisiana
$223K +$164 +2 +0.1%
CW
298
CreativeOne Wealth
Kansas
$222K -$1.31K -16 -0.6%
BWL
299
Bogart Wealth LLC
Virginia
$222K -$24.2K -296 -10%
AQR Capital Management
300
AQR Capital Management
Connecticut
$220K -$82 -1 -0%