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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
SI
301
Stephens Inc
Arkansas
$214K
FA
302
FC Advisory
Pennsylvania
$211K
CAM
303
Clark Asset Management
New Hampshire
$210K
Envestnet Portfolio Solutions
304
Envestnet Portfolio Solutions
Illinois
$206K
OWA
305
Opal Wealth Advisors
New York
$205K
JWCA
306
J.W. Cole Advisors
Florida
$202K
ANBT
307
American National Bank & Trust
Texas
$201K
EBA
308
Eagle Bay Advisors
New York
$192K
TPCW
309
TD Private Client Wealth
New York
$191K
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$190K
CI
311
CX Institutional
Indiana
$179K
PB
312
Pinnacle Bancorp
Nebraska
$177K
GIP
313
Granite Investment Partners
California
$176K
CSB
314
City State Bank
Iowa
$171K
TLA
315
Tanglewood Legacy Advisors
Texas
$167K
PA
316
Parallel Advisors
California
$148K
BTD
317
BankPlus Trust Department
Mississippi
$140K
MWM
318
MGB Wealth Management
Texas
$132K
NB
319
NBT Bank
New York
$132K
FHC
320
First Horizon Corporation
Tennessee
$130K
ACA
321
Aptus Capital Advisors
Alabama
$125K
FP
322
Financial Perspectives
Minnesota
$125K
PWA
323
Provenance Wealth Advisors
Florida
$120K
CF
324
Centaurus Financial
California
$117K
HNB
325
Huntington National Bank
Ohio
$113K