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iShares Morningstar Mid-Cap Growth ETF

389 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, 156 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
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
Russell Investments Group
333
Russell Investments Group
United Kingdom
$51.2K
SIS
334
Sound Income Strategies
Florida
$49.6K
FHA
335
Flagship Harbor Advisors
Massachusetts
$49.4K
BW
336
Basepoint Wealth
Iowa
$47.1K
NA
337
Networth Advisors
Pennsylvania
$47K
MA
338
MCF Advisors
Kentucky
$43.9K
GF
339
GGM Financials
Ohio
$42.7K
KFG
340
Kingdom Financial Group
Arizona
$42.3K
SL
341
Salomon & Ludwin
Virginia
$41.9K
TFGT
342
TS Financial Group (TSFG)
Illinois
$41K
RMP
343
Richards, Merrill & Peterson
Washington
$40.7K
HHGA
344
Halbert Hargrove Global Advisors
California
$36.8K
CAL
345
Capital Advisors Ltd
Ohio
$36K
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$35.6K
OC
347
Oakworth Capital
Alabama
$33.5K
SJIM
348
St. Johns Investment Management
Florida
$31.9K
BCWM
349
Bartlett & Co Wealth Management
Ohio
$31.9K
DI
350
DAGCO Inc
Ohio
$30.3K