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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

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% more funds holding

Funds holding: 397401 (+4)

1% more capital invested

Capital invested by funds: $2.01B → $2.03B (+$29.6M)

0.52% more ownership

Funds ownership: 64.86%65.38% (+0.52%)

Holders
401
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
4.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
163
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
326
UBS AM
Illinois
$92.9K +$20.5K +250 +27%
PWA
327
Provenance Wealth Advisors
Florida
$81.4K -$38.3K -467 -31%
SIM
328
Synergy Investment Management
Florida
$77.2K +$80.3K +980 New
Franklin Resources
329
Franklin Resources
California
$75.3K +$78.3K +956 New
RF
330
Rossby Financial
Florida
$72.2K +$74.1K +905 New
OA
331
Operose Advisors
Wisconsin
$69.9K
Rockefeller Capital Management
332
Rockefeller Capital Management
New York
$68.3K
HNB
333
Huntington National Bank
Ohio
$64K
Russell Investments Group
334
Russell Investments Group
United Kingdom
$61.9K +$11.9K +145 +23%
MFT
335
Moisand Fitzgerald Tamayo
Florida
$61K
GEA
336
Glen Eagle Advisors
New Jersey
$60.8K
GWS
337
Greykasell Wealth Strategies
California
$57.6K
SFAM
338
Sawyer Falduto Asset Management
Illinois
$57.4K -$2.46K -30 -4%
TCM
339
TD Capital Management
Tennessee
$57.1K +$164 +2 +0.3%
SIS
340
Sound Income Strategies
Florida
$47.4K
NA
341
Networth Advisors
Pennsylvania
$46.6K +$246 +3 +0.5%
BW
342
Basepoint Wealth
Iowa
$46.5K +$164 +2 +0.3%
MA
343
MCF Advisors
Kentucky
$43.3K
GF
344
GGM Financials
Ohio
$42.2K +$82 +1 +0.2%
LAS
345
Lloyd Advisory Services
Georgia
$41.8K -$1.53M -18,653 -97%
KFG
346
Kingdom Financial Group
Arizona
$41.8K +$82 +1 +0.2%
SL
347
Salomon & Ludwin
Virginia
$41.1K
TFGT
348
TS Financial Group (TSFG)
Illinois
$41K
RMP
349
Richards, Merrill & Peterson
Washington
$40.2K
IAIM
350
International Assets Investment Management
Florida
$39.6K -$259K -3,162 -86%