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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
MTC
26
Matrix Trust Company
Colorado
$16.2M
EA
27
Eclectic Associates
California
$16M
CWM
28
Capital Wealth Management
Rhode Island
$15.9M
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$15.7M
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$14.7M
AFG
31
Allegheny Financial Group
Pennsylvania
$12.9M
BFC
32
Bedel Financial Consulting
Indiana
$12.7M
CFD
33
Creative Financial Designs
Indiana
$12.3M
ES
34
Eagle Strategies
New York
$12M
GC
35
Granville Capital
North Carolina
$10.7M
PWM
36
PTM Wealth Management
United States
$10.4M
NFG
37
Nations Financial Group
Iowa
$10.4M
PAG
38
Private Advisor Group
New Jersey
$10.3M
SPC
39
Sigma Planning Corp
Michigan
$10.2M
MYIA
40
Mount Yale Investment Advisors
Colorado
$10.2M
VAS
41
Vestmark Advisory Solutions
Massachusetts
$10.1M
IIC
42
Integrated Investment Consultants
Michigan
$9.98M
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$9.96M
SCA
44
Scott Capital Advisors
Oregon
$8.91M
MOS
45
MGO One Seven
Ohio
$8.48M
Truist Financial
46
Truist Financial
North Carolina
$8.09M
WTFG
47
Wood Tarver Financial Group
Idaho
$8.01M
PP
48
PFS Partners
New Jersey
$7.84M
SPIA
49
Steward Partners Investment Advisory
New York
$7.69M
MML Investors Services
50
MML Investors Services
Massachusetts
$7.59M