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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
HFA
276
High Falls Advisors
New York
$280K
BAMG
277
Brand Asset Management Group
Missouri
$279K
RBFC
278
Roman Butler Fullerton & Co
Missouri
$278K
BIG
279
Brooklyn Investment Group
New York
$273K
KFAS
280
Keating Financial Advisory Services
Kansas
$272K
DAM
281
Delta Asset Management
Tennessee
$268K
JIC
282
Johnson Investment Counsel
Ohio
$268K
LFG
283
Larson Financial Group
Missouri
$263K
SG
284
StoneX Group
New York
$259K
IWC
285
Integrated Wealth Concepts
Massachusetts
$255K
SIM
286
Studio Investment Management
Illinois
$252K
BWL
287
Bogart Wealth LLC
Virginia
$248K
VA
288
Valmark Advisers
Ohio
$247K
KCM
289
Kendall Capital Management
Maryland
$245K
EAM
290
Evanson Asset Management
California
$240K
SAM
291
Smartleaf Asset Management
Massachusetts
$231K
MPIA
292
Milestones Private Investment Advisors
New York
$230K
RIP
293
RAM Investment Partners
Washington
$229K
CW
294
CreativeOne Wealth
Kansas
$227K
MWM
295
Mosley Wealth Management
California
$227K
PA
296
Procyon Advisors
Connecticut
$224K
AQR Capital Management
297
AQR Capital Management
Connecticut
$223K
AWA
298
Asempa Wealth Advisors
Louisiana
$223K
LPFG
299
Landing Point Financial Group
Ohio
$217K
DC
300
Dahring Cusmano
Michigan
$216K