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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
AWA
301
Asempa Wealth Advisors
Louisiana
$223K
LPFG
302
Landing Point Financial Group
Ohio
$217K
DC
303
Dahring Cusmano
Michigan
$216K
SI
304
Stephens Inc
Arkansas
$214K
FA
305
FC Advisory
Pennsylvania
$211K
CAM
306
Clark Asset Management
New Hampshire
$210K
Envestnet Portfolio Solutions
307
Envestnet Portfolio Solutions
Illinois
$206K
OWA
308
Opal Wealth Advisors
New York
$205K
JWCA
309
J.W. Cole Advisors
Florida
$202K
ANBT
310
American National Bank & Trust
Texas
$201K
EBA
311
Eagle Bay Advisors
New York
$192K
TPCW
312
TD Private Client Wealth
New York
$191K
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$190K
CI
314
CX Institutional
Indiana
$179K
PB
315
Pinnacle Bancorp
Nebraska
$177K
GIP
316
Granite Investment Partners
California
$176K
CSB
317
City State Bank
Iowa
$171K
TLA
318
Tanglewood Legacy Advisors
Texas
$167K
PA
319
Parallel Advisors
California
$148K
BTD
320
BankPlus Trust Department
Mississippi
$140K
MWM
321
MGB Wealth Management
Texas
$132K
NB
322
NBT Bank
New York
$132K
FHC
323
First Horizon Corporation
Tennessee
$130K
ACA
324
Aptus Capital Advisors
Alabama
$125K
FP
325
Financial Perspectives
Minnesota
$125K