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iShares Morningstar Mid-Cap Growth ETF

397 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 64 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
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
TBFA
362
Three Bearings Fiduciary Advisors
New Hampshire
$25K
YP
363
YANKCOM Partnership
South Dakota
$24K
FC
364
Financial Consulate
Maryland
$23.7K
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3K
CFM
366
Cornerstone Financial Management
Massachusetts
$22.9K
SFC
367
SYM Financial Corp
Indiana
$22.5K
Q1WB
368
Quest 10 Wealth Builders
Virginia
$21K
EWP
369
Elevation Wealth Partners
California
$20.2K
CA
370
CoreCap Advisors
Michigan
$20.2K
WT
371
Whittier Trust
California
$19.9K
WWA
372
Wealth Watch Advisors
Colorado
$18.4K
EB
373
Eastern Bank
Massachusetts
$17.7K
B
374
Bayban
Minnesota
$17.6K
AIC
375
Archer Investment Corporation
Indiana
$14.4K