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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
HHGA
351
Halbert Hargrove Global Advisors
California
$36.3K
SWM
352
Spire Wealth Management
Virginia
$36.1K
CAL
353
Capital Advisors Ltd
Ohio
$36K
BCWM
354
Bartlett & Co Wealth Management
Ohio
$35.3K
VAI
355
Vanguard Advisers Inc
Pennsylvania
$34.4K
OC
356
Oakworth Capital
Alabama
$33.1K
SJIM
357
St. Johns Investment Management
Florida
$31.5K
DI
358
DAGCO Inc
Ohio
$29.9K
NRG
359
Nemes Rush Group
Michigan
$28.9K
NS
360
NBC Securities
Alabama
$28.2K
QWM
361
Quaker Wealth Management
New Jersey
$26.6K
GFA
362
Godfrey Financial Associates
New York
$24.7K
TBFA
363
Three Bearings Fiduciary Advisors
New Hampshire
$24K
YP
364
YANKCOM Partnership
South Dakota
$23.6K
FC
365
Financial Consulate
Maryland
$23.4K
CFM
366
Cornerstone Financial Management
Massachusetts
$22.6K
Q1WB
367
Quest 10 Wealth Builders
Virginia
$20.3K
EWP
368
Elevation Wealth Partners
California
$20K
WT
369
Whittier Trust
California
$19.3K
EB
370
Eastern Bank
Massachusetts
$17.5K
B
371
Bayban
Minnesota
$17.3K
EWA
372
EverSource Wealth Advisors
Alabama
$16.6K
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.5K
HI
374
Hoey Investments
Pennsylvania
$13.5K
CMA
375
Cedar Mountain Advisors
Oregon
$9.53K