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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
CAL
351
Capital Advisors Ltd
Ohio
$36K
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$35.6K
OC
353
Oakworth Capital
Alabama
$33.5K
BCWM
354
Bartlett & Co Wealth Management
Ohio
$31.9K
SJIM
355
St. Johns Investment Management
Florida
$31.9K
DI
356
DAGCO Inc
Ohio
$30.3K
NRG
357
Nemes Rush Group
Michigan
$29.2K
KBFS
358
Kohmann Bosshard Financial Services
Ohio
$28.7K
NS
359
NBC Securities
Alabama
$28.6K
QWM
360
Quaker Wealth Management
New Jersey
$26.9K
GFA
361
Godfrey Financial Associates
New York
$25K
YP
362
YANKCOM Partnership
South Dakota
$24K
FC
363
Financial Consulate
Maryland
$23.7K
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3K
CFM
365
Cornerstone Financial Management
Massachusetts
$22.9K
SFC
366
SYM Financial Corp
Indiana
$22.5K
Q1WB
367
Quest 10 Wealth Builders
Virginia
$21K
EWP
368
Elevation Wealth Partners
California
$20.2K
CA
369
CoreCap Advisors
Michigan
$20.2K
WT
370
Whittier Trust
California
$19.9K
WWA
371
Wealth Watch Advisors
Colorado
$18.4K
EB
372
Eastern Bank
Massachusetts
$17.7K
B
373
Bayban
Minnesota
$17.6K
AIC
374
Archer Investment Corporation
Indiana
$14.4K
OP
375
ORG Partners
Indiana
$12.1K