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iShares Morningstar Mid-Cap Growth ETF

393 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 62 funds opening new positions, 158 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
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
AT
326
Avalon Trust
New Mexico
$95.8K
CWP
327
Concord Wealth Partners
Virginia
$85.9K
UBS AM
328
UBS AM
Illinois
$74.3K
OA
329
Operose Advisors
Wisconsin
$70.9K
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$69.2K
MFT
331
Moisand Fitzgerald Tamayo
Florida
$61.8K
GEA
332
Glen Eagle Advisors
New Jersey
$61.6K
SFAM
333
Sawyer Falduto Asset Management
Illinois
$60.6K
GWS
334
Greykasell Wealth Strategies
California
$58.4K
TCM
335
TD Capital Management
Tennessee
$57.8K
Russell Investments Group
336
Russell Investments Group
United Kingdom
$51.2K
SIS
337
Sound Income Strategies
Florida
$49.6K
FHA
338
Flagship Harbor Advisors
Massachusetts
$49.4K
BW
339
Basepoint Wealth
Iowa
$47.1K
NA
340
Networth Advisors
Pennsylvania
$47K
MA
341
MCF Advisors
Kentucky
$43.9K
GF
342
GGM Financials
Ohio
$42.7K
KFG
343
Kingdom Financial Group
Arizona
$42.3K
SL
344
Salomon & Ludwin
Virginia
$41.9K
TFGT
345
TS Financial Group (TSFG)
Illinois
$41K
RMP
346
Richards, Merrill & Peterson
Washington
$40.7K
HHGA
347
Halbert Hargrove Global Advisors
California
$36.8K
CAL
348
Capital Advisors Ltd
Ohio
$36K
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$35.6K
OC
350
Oakworth Capital
Alabama
$33.5K