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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
Susquehanna International Group
276
Susquehanna International Group
Pennsylvania
$287K
Baird Financial Group
277
Baird Financial Group
Wisconsin
$284K
KA
278
Kovack Advisors
Florida
$283K
HFA
279
High Falls Advisors
New York
$280K
BAMG
280
Brand Asset Management Group
Missouri
$279K
RBFC
281
Roman Butler Fullerton & Co
Missouri
$278K
BIG
282
Brooklyn Investment Group
New York
$273K
KFAS
283
Keating Financial Advisory Services
Kansas
$272K
DAM
284
Delta Asset Management
Tennessee
$268K
JIC
285
Johnson Investment Counsel
Ohio
$268K
LFG
286
Larson Financial Group
Missouri
$263K
SG
287
StoneX Group
New York
$259K
IWC
288
Integrated Wealth Concepts
Massachusetts
$255K
SIM
289
Studio Investment Management
Illinois
$252K
BWL
290
Bogart Wealth LLC
Virginia
$248K
VA
291
Valmark Advisers
Ohio
$247K
KCM
292
Kendall Capital Management
Maryland
$245K
EAM
293
Evanson Asset Management
California
$240K
SAM
294
Smartleaf Asset Management
Massachusetts
$231K
MPIA
295
Milestones Private Investment Advisors
New York
$230K
RIP
296
RAM Investment Partners
Washington
$229K
CW
297
CreativeOne Wealth
Kansas
$227K
MWM
298
Mosley Wealth Management
California
$227K
PA
299
Procyon Advisors
Connecticut
$224K
AQR Capital Management
300
AQR Capital Management
Connecticut
$223K