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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
Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
LPFG
301
Landing Point Financial Group
Ohio
$214K
DC
302
Dahring Cusmano
Michigan
$213K
Lido Advisors
303
Lido Advisors
California
$211K
BCG
304
Breakwater Capital Group
New Jersey
$208K
FA
305
FC Advisory
Pennsylvania
$208K
BWA
306
BlueChip Wealth Advisors
Georgia
$207K
CAM
307
Clark Asset Management
New Hampshire
$207K
PA
308
Procyon Advisors
Connecticut
$204K
OWA
309
Opal Wealth Advisors
New York
$203K
ANBT
310
American National Bank & Trust
Texas
$198K
TPCW
311
TD Private Client Wealth
New York
$187K
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$187K
GIP
313
Granite Investment Partners
California
$174K
CSB
314
City State Bank
Iowa
$169K
TLA
315
Tanglewood Legacy Advisors
Texas
$165K
CI
316
CX Institutional
Indiana
$163K
PA
317
Parallel Advisors
California
$146K
BTD
318
BankPlus Trust Department
Mississippi
$138K
PB
319
Pinnacle Bancorp
Nebraska
$138K
NB
320
NBT Bank
New York
$130K
FHC
321
First Horizon Corporation
Tennessee
$128K
FP
322
Financial Perspectives
Minnesota
$123K
OCWP
323
Owl Creek Wealth Partners
Colorado
$122K
CF
324
Centaurus Financial
California
$116K
AT
325
Avalon Trust
New Mexico
$94.5K