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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

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% more funds holding

Funds holding: 397401 (+4)

1% more capital invested

Capital invested by funds: $2.01B → $2.03B (+$29.6M)

0.52% more ownership

Funds ownership: 64.86%65.38% (+0.52%)

Holders
401
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
4.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
163
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
376
Golden State Equity Partners
California
$9.29K +$9.67K +118 New
PL
377
Protective Life
Alabama
$8.27K +$8.6K +105 New
CJ
378
Caitlin John
Michigan
$8.04K
BL
379
BFSG LLC
California
$7.88K
KFI
380
Key Financial Inc
Pennsylvania
$7.56K
AWM
381
Abound Wealth Management
Tennessee
$6.85K +$7.13K +87 New
BDPWM
382
Barnes Dennig Private Wealth Management
Ohio
$6.14K
BFPW
383
BOK Financial Private Wealth
Colorado
$5.02K +$5.24K +64 New
TCOT
384
Trust Company of Toledo
Ohio
$4.96K
TFA
385
Transamerica Financial Advisors
Florida
$4.83K
S
386
SignatureFD
Georgia
$4.73K
IAAG
387
Innovative Asset Advisors Group
Connecticut
$4.25K +$4.42K +54 New
MSG
388
Main Street Group
Virginia
$3.98K +$4.18K +51 New
ADL
389
Asset Dedication LLC
California
$3.82K +$82 +1 +2%
EWM
390
EPG Wealth Management
Georgia
$3.78K
KFGG
391
Keystone Financial Group (Georgia)
Georgia
$3.15K
AUB
392
Atlantic Union Bankshares
Virginia
$2.99K
OL
393
one8zero8 LLC
North Carolina
$2.36K
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$1.65K +$1.72K +21 New
ACA
395
Aptus Capital Advisors
Alabama
$1.42K -$127K -1,549 -99%
CPBTD
396
Central Pacific Bank - Trust Division
Hawaii
$1.42K
TCM
397
Triumph Capital Management
Colorado
$1.1K +$1.15K +14 New
MBFW
398
Morton Brown Family Wealth
Pennsylvania
$394
SEP
399
Signature Equity Partners
Ohio
$394
PWM
400
Provident Wealth Management
Tennessee
$79