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iShares Morningstar Mid-Cap Growth ETF

390 hedge funds and large institutions have $2B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 157 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
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
SWM
376
Spire Wealth Management
Virginia
$7.82K
KFI
377
Key Financial Inc
Pennsylvania
$7.67K
BDPWM
378
Barnes Dennig Private Wealth Management
Ohio
$6.23K
TCOT
379
Trust Company of Toledo
Ohio
$5.03K
TFA
380
Transamerica Financial Advisors
Florida
$4.89K
S
381
SignatureFD
Georgia
$4.79K
ADL
382
Asset Dedication LLC
California
$3.87K
EWM
383
EPG Wealth Management
Georgia
$3.83K
KFGG
384
Keystone Financial Group (Georgia)
Georgia
$3.19K
AUB
385
Atlantic Union Bankshares
Virginia
$3.03K
OL
386
one8zero8 LLC
North Carolina
$2.4K
CPBTD
387
Central Pacific Bank - Trust Division
Hawaii
$1.44K
MBFW
388
Morton Brown Family Wealth
Pennsylvania
$399
SEP
389
Signature Equity Partners
Ohio
$399
PWM
390
Provident Wealth Management
Tennessee
$80
WCAMG
391
Woodard & Company Asset Management Group
North Carolina
$65
FF
392
Fortitude Financial
Washington
ECA
393
Elevation Capital Advisory
Oregon
BIP
394
Bouvel Investment Partners
Pennsylvania
IWA
395
IBEX Wealth Advisors
New Jersey
AI
396
Atria Investments
North Carolina
SF
397
Summit Financial
New Jersey
CCM
398
Chilton Capital Management
Texas
SFC
399
Strategic Financial Concepts
Texas
SFG
400
Snider Financial Group
Washington