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iShares Morningstar Mid-Cap Growth ETF

390 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 59 funds opening new positions, 157 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
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
UBS AM
326
UBS AM
Illinois
$74.3K
OA
327
Operose Advisors
Wisconsin
$70.9K
Rockefeller Capital Management
328
Rockefeller Capital Management
New York
$69.2K
MFT
329
Moisand Fitzgerald Tamayo
Florida
$61.8K
GEA
330
Glen Eagle Advisors
New Jersey
$61.6K
SFAM
331
Sawyer Falduto Asset Management
Illinois
$60.6K
GWS
332
Greykasell Wealth Strategies
California
$58.4K
TCM
333
TD Capital Management
Tennessee
$57.8K
Russell Investments Group
334
Russell Investments Group
United Kingdom
$51.2K
SIS
335
Sound Income Strategies
Florida
$49.6K
FHA
336
Flagship Harbor Advisors
Massachusetts
$49.4K
BW
337
Basepoint Wealth
Iowa
$47.1K
NA
338
Networth Advisors
Pennsylvania
$47K
MA
339
MCF Advisors
Kentucky
$43.9K
GF
340
GGM Financials
Ohio
$42.7K
KFG
341
Kingdom Financial Group
Arizona
$42.3K
SL
342
Salomon & Ludwin
Virginia
$41.9K
TFGT
343
TS Financial Group (TSFG)
Illinois
$41K
RMP
344
Richards, Merrill & Peterson
Washington
$40.7K
HHGA
345
Halbert Hargrove Global Advisors
California
$36.8K
CAL
346
Capital Advisors Ltd
Ohio
$36K
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$35.6K
OC
348
Oakworth Capital
Alabama
$33.5K
SJIM
349
St. Johns Investment Management
Florida
$31.9K
BCWM
350
Bartlett & Co Wealth Management
Ohio
$31.9K