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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
NRG
351
Nemes Rush Group
Michigan
$29.2K
KBFS
352
Kohmann Bosshard Financial Services
Ohio
$28.7K
NS
353
NBC Securities
Alabama
$28.6K
QWM
354
Quaker Wealth Management
New Jersey
$26.9K
GFA
355
Godfrey Financial Associates
New York
$25K
YP
356
YANKCOM Partnership
South Dakota
$24K
FC
357
Financial Consulate
Maryland
$23.7K
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3K
CFM
359
Cornerstone Financial Management
Massachusetts
$22.9K
SFC
360
SYM Financial Corp
Indiana
$22.5K
Q1WB
361
Quest 10 Wealth Builders
Virginia
$21K
EWP
362
Elevation Wealth Partners
California
$20.2K
CA
363
CoreCap Advisors
Michigan
$20.2K
WT
364
Whittier Trust
California
$19.9K
WWA
365
Wealth Watch Advisors
Colorado
$18.4K
EB
366
Eastern Bank
Massachusetts
$17.7K
AIC
367
Archer Investment Corporation
Indiana
$14.4K
OP
368
ORG Partners
Indiana
$12.1K
ICCON
369
Investment Counsel Company of Nevada
Nevada
$11.4K
CMA
370
Cedar Mountain Advisors
Oregon
$9.66K
BFO
371
Biltmore Family Office
North Carolina
$9.58K
EWA
372
EverSource Wealth Advisors
Alabama
$8.38K
CJ
373
Caitlin John
Michigan
$8.14K
BL
374
BFSG LLC
California
$7.98K
SWM
375
Spire Wealth Management
Virginia
$7.82K