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iShares Morningstar Mid-Cap Growth ETF

401 hedge funds and large institutions have $2.03B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
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
UBS AM
326
UBS AM
Illinois
$92.9K
PWA
327
Provenance Wealth Advisors
Florida
$81.4K
SIM
328
Synergy Investment Management
Florida
$77.2K
Franklin Resources
329
Franklin Resources
California
$75.3K
RF
330
Rossby Financial
Florida
$72.2K
OA
331
Operose Advisors
Wisconsin
$69.9K
Rockefeller Capital Management
332
Rockefeller Capital Management
New York
$68.3K
HNB
333
Huntington National Bank
Ohio
$64K
Russell Investments Group
334
Russell Investments Group
United Kingdom
$61.9K
MFT
335
Moisand Fitzgerald Tamayo
Florida
$61K
GEA
336
Glen Eagle Advisors
New Jersey
$60.8K
GWS
337
Greykasell Wealth Strategies
California
$57.6K
SFAM
338
Sawyer Falduto Asset Management
Illinois
$57.4K
TCM
339
TD Capital Management
Tennessee
$57.1K
SIS
340
Sound Income Strategies
Florida
$47.4K
NA
341
Networth Advisors
Pennsylvania
$46.6K
BW
342
Basepoint Wealth
Iowa
$46.5K
MA
343
MCF Advisors
Kentucky
$43.3K
GF
344
GGM Financials
Ohio
$42.2K
LAS
345
Lloyd Advisory Services
Georgia
$41.8K
KFG
346
Kingdom Financial Group
Arizona
$41.8K
SL
347
Salomon & Ludwin
Virginia
$41.1K
TFGT
348
TS Financial Group (TSFG)
Illinois
$41K
RMP
349
Richards, Merrill & Peterson
Washington
$40.2K
IAIM
350
International Assets Investment Management
Florida
$39.6K