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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
PFBT
401
Parkside Financial Bank & Trust
Missouri
$79 +$82 +1 New
WCAMG
402
Woodard & Company Asset Management Group
North Carolina
$64
CA
403
CoreCap Advisors
Michigan
$45 -$20.8K -254 Closed
Two Sigma Investments
404
Two Sigma Investments
New York
-$3.01M -37,700 Closed
DAS
405
Diversify Advisory Services
Utah
-$1.65M -19,820 Closed
AWM
406
Axxcess Wealth Management
California
-$1.44M -17,996 Closed
Citadel Advisors
407
Citadel Advisors
Florida
-$1.12M -14,079 Closed
JWCA
408
J.W. Cole Advisors
Florida
-$202K -12,373 Closed
AWA
409
Arete Wealth Advisors
Illinois
-$441K -5,530 Closed
IA
410
IFG Advisory
Georgia
-$412K -5,156 Closed
KA
411
Kovack Advisors
Florida
-$283K -3,541 Closed
MPIA
412
Milestones Private Investment Advisors
New York
-$230K -2,884 Closed
Envestnet Portfolio Solutions
413
Envestnet Portfolio Solutions
Illinois
-$206K -2,580 Closed
EBA
414
Eagle Bay Advisors
New York
-$192K -2,400 Closed
CWP
415
Concord Wealth Partners
Virginia
-$85.9K -1,076 Closed
FHA
416
Flagship Harbor Advisors
Massachusetts
-$49.4K -618 Closed
KBFS
417
Kohmann Bosshard Financial Services
Ohio
-$28.7K -360 Closed
SFC
418
SYM Financial Corp
Indiana
-$22.5K -282 Closed
WWA
419
Wealth Watch Advisors
Colorado
-$18.4K -230 Closed
AIC
420
Archer Investment Corporation
Indiana
-$14.4K -180 Closed
ICCON
421
Investment Counsel Company of Nevada
Nevada
-$11.4K -143 Closed
BFO
422
Biltmore Family Office
North Carolina
-$9.58K -120 Closed