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iShares Morningstar Mid-Cap Growth ETF

396 hedge funds and large institutions have $2.01B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 159 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
AFG
26
Allegheny Financial Group
Pennsylvania
$17.4M
RW
27
Rockport Wealth
Ohio
$16.6M
EH
28
Equitable Holdings
New York
$16.5M
MTC
29
Matrix Trust Company
Colorado
$16.1M
SCM
30
Steele Capital Management
Iowa
$16.1M
BFC
31
Bedel Financial Consulting
Indiana
$13M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$12.8M
ES
33
Eagle Strategies
New York
$12.7M
PWM
34
PTM Wealth Management
United States
$12.7M
CFD
35
Creative Financial Designs
Indiana
$12M
GC
36
Granville Capital
North Carolina
$11.5M
MYIA
37
Mount Yale Investment Advisors
Colorado
$11M
NFG
38
Nations Financial Group
Iowa
$10.9M
VAS
39
Vestmark Advisory Solutions
Massachusetts
$10.8M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$10.6M
SPC
41
Sigma Planning Corp
Michigan
$10.2M
SCA
42
Scott Capital Advisors
Oregon
$9.54M
OC
43
OxenFree Capital
Florida
$9.43M
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$9.17M
Truist Financial
45
Truist Financial
North Carolina
$8.48M
TF
46
Tandem Financial
Colorado
$8.47M
WTFG
47
Wood Tarver Financial Group
Idaho
$8.45M
MOS
48
MGO One Seven
Ohio
$8.43M
PP
49
PFS Partners
New Jersey
$8.03M
SPIA
50
Steward Partners Investment Advisory
New York
$7.84M