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iShares Morningstar Mid-Cap Growth ETF

398 hedge funds and large institutions have $2.02B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 161 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
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
SIM
326
Synergy Investment Management
Florida
$77.2K
Franklin Resources
327
Franklin Resources
California
$75.3K
RF
328
Rossby Financial
Florida
$72.2K
OA
329
Operose Advisors
Wisconsin
$69.9K
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$68.3K
HNB
331
Huntington National Bank
Ohio
$64K
Russell Investments Group
332
Russell Investments Group
United Kingdom
$61.9K
MFT
333
Moisand Fitzgerald Tamayo
Florida
$61K
GEA
334
Glen Eagle Advisors
New Jersey
$60.8K
GWS
335
Greykasell Wealth Strategies
California
$57.6K
SFAM
336
Sawyer Falduto Asset Management
Illinois
$57.4K
TCM
337
TD Capital Management
Tennessee
$57.1K
SIS
338
Sound Income Strategies
Florida
$47.4K
NA
339
Networth Advisors
Pennsylvania
$46.6K
BW
340
Basepoint Wealth
Iowa
$46.5K
MA
341
MCF Advisors
Kentucky
$43.3K
GF
342
GGM Financials
Ohio
$42.2K
LAS
343
Lloyd Advisory Services
Georgia
$41.8K
KFG
344
Kingdom Financial Group
Arizona
$41.8K
SL
345
Salomon & Ludwin
Virginia
$41.1K
TFGT
346
TS Financial Group (TSFG)
Illinois
$41K
RMP
347
Richards, Merrill & Peterson
Washington
$40.2K
IAIM
348
International Assets Investment Management
Florida
$39.6K
HHGA
349
Halbert Hargrove Global Advisors
California
$36.3K
SWM
350
Spire Wealth Management
Virginia
$36.1K