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iShares Morningstar Mid-Cap Growth ETF

389 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, 156 increasing their positions, 105 reducing their positions, and 18 closing their positions.

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