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iShares Morningstar Mid-Cap Growth ETF

396 hedge funds and large institutions have $2.01B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
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
PWA
326
Provenance Wealth Advisors
Florida
$120K
CF
327
Centaurus Financial
California
$117K
HNB
328
Huntington National Bank
Ohio
$113K
AT
329
Avalon Trust
New Mexico
$95.8K
CWP
330
Concord Wealth Partners
Virginia
$85.9K
UBS AM
331
UBS AM
Illinois
$74.3K
OA
332
Operose Advisors
Wisconsin
$70.9K
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$69.2K
MFT
334
Moisand Fitzgerald Tamayo
Florida
$61.8K
GEA
335
Glen Eagle Advisors
New Jersey
$61.6K
SFAM
336
Sawyer Falduto Asset Management
Illinois
$60.6K
GWS
337
Greykasell Wealth Strategies
California
$58.4K
TCM
338
TD Capital Management
Tennessee
$57.8K
Russell Investments Group
339
Russell Investments Group
United Kingdom
$51.2K
SIS
340
Sound Income Strategies
Florida
$49.6K
FHA
341
Flagship Harbor Advisors
Massachusetts
$49.4K
BW
342
Basepoint Wealth
Iowa
$47.1K
NA
343
Networth Advisors
Pennsylvania
$47K
MA
344
MCF Advisors
Kentucky
$43.9K
GF
345
GGM Financials
Ohio
$42.7K
KFG
346
Kingdom Financial Group
Arizona
$42.3K
SL
347
Salomon & Ludwin
Virginia
$41.9K
TFGT
348
TS Financial Group (TSFG)
Illinois
$41K
RMP
349
Richards, Merrill & Peterson
Washington
$40.7K
HHGA
350
Halbert Hargrove Global Advisors
California
$36.8K