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iShares Morningstar Mid-Cap Growth ETF

390 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, 157 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
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
DI
351
DAGCO Inc
Ohio
$30.3K
NRG
352
Nemes Rush Group
Michigan
$29.2K
KBFS
353
Kohmann Bosshard Financial Services
Ohio
$28.7K
NS
354
NBC Securities
Alabama
$28.6K
QWM
355
Quaker Wealth Management
New Jersey
$26.9K
GFA
356
Godfrey Financial Associates
New York
$25K
YP
357
YANKCOM Partnership
South Dakota
$24K
FC
358
Financial Consulate
Maryland
$23.7K
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3K
CFM
360
Cornerstone Financial Management
Massachusetts
$22.9K
SFC
361
SYM Financial Corp
Indiana
$22.5K
Q1WB
362
Quest 10 Wealth Builders
Virginia
$21K
EWP
363
Elevation Wealth Partners
California
$20.2K
CA
364
CoreCap Advisors
Michigan
$20.2K
WT
365
Whittier Trust
California
$19.9K
WWA
366
Wealth Watch Advisors
Colorado
$18.4K
EB
367
Eastern Bank
Massachusetts
$17.7K
AIC
368
Archer Investment Corporation
Indiana
$14.4K
OP
369
ORG Partners
Indiana
$12.1K
ICCON
370
Investment Counsel Company of Nevada
Nevada
$11.4K
CMA
371
Cedar Mountain Advisors
Oregon
$9.66K
BFO
372
Biltmore Family Office
North Carolina
$9.58K
EWA
373
EverSource Wealth Advisors
Alabama
$8.38K
CJ
374
Caitlin John
Michigan
$8.14K
BL
375
BFSG LLC
California
$7.98K