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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
GSEP
376
Golden State Equity Partners
California
$9.29K
PL
377
Protective Life
Alabama
$8.27K
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
BDPWM
382
Barnes Dennig Private Wealth Management
Ohio
$6.14K
BFPW
383
BOK Financial Private Wealth
Colorado
$5.02K
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
MSG
388
Main Street Group
Virginia
$3.98K
ADL
389
Asset Dedication LLC
California
$3.82K
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
ACA
395
Aptus Capital Advisors
Alabama
$1.42K
CPBTD
396
Central Pacific Bank - Trust Division
Hawaii
$1.42K
TCM
397
Triumph Capital Management
Colorado
$1.1K
MBFW
398
Morton Brown Family Wealth
Pennsylvania
$394
SEP
399
Signature Equity Partners
Ohio
$394
PWM
400
Provident Wealth Management
Tennessee
$79