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iShares Morningstar Mid-Cap Growth ETF

398 hedge funds and large institutions have $2.02B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 161 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
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
BL
376
BFSG LLC
California
$7.88K
KFI
377
Key Financial Inc
Pennsylvania
$7.56K
AWM
378
Abound Wealth Management
Tennessee
$6.85K
BDPWM
379
Barnes Dennig Private Wealth Management
Ohio
$6.14K
BFPW
380
BOK Financial Private Wealth
Colorado
$5.02K
TCOT
381
Trust Company of Toledo
Ohio
$4.96K
TFA
382
Transamerica Financial Advisors
Florida
$4.83K
S
383
SignatureFD
Georgia
$4.73K
IAAG
384
Innovative Asset Advisors Group
Connecticut
$4.25K
MSG
385
Main Street Group
Virginia
$3.98K
ADL
386
Asset Dedication LLC
California
$3.82K
EWM
387
EPG Wealth Management
Georgia
$3.78K
KFGG
388
Keystone Financial Group (Georgia)
Georgia
$3.15K
AUB
389
Atlantic Union Bankshares
Virginia
$2.99K
OL
390
one8zero8 LLC
North Carolina
$2.36K
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$1.65K
ACA
392
Aptus Capital Advisors
Alabama
$1.42K
CPBTD
393
Central Pacific Bank - Trust Division
Hawaii
$1.42K
TCM
394
Triumph Capital Management
Colorado
$1.1K
MBFW
395
Morton Brown Family Wealth
Pennsylvania
$394
SEP
396
Signature Equity Partners
Ohio
$394
PWM
397
Provident Wealth Management
Tennessee
$79
PFBT
398
Parkside Financial Bank & Trust
Missouri
$79
WCAMG
399
Woodard & Company Asset Management Group
North Carolina
$64
CA
400
CoreCap Advisors
Michigan
$45