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iShares Morningstar Mid-Cap Growth ETF

398 hedge funds and large institutions have $2.02B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 161 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
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
CAC
51
Certified Advisory Corp
Florida
$7.71M
JP Morgan Chase
52
JP Morgan Chase
New York
$6.98M
SOWAS
53
Silver Oak Wealth Advisors Services
California
$6.97M
IAG
54
Ipsen Advisor Group
Arkansas
$6.34M
OC
55
Oppenheimer & Co
New York
$6.32M
DI
56
DDFG Inc
California
$6.11M
VCM
57
Verde Capital Management
Michigan
$6.11M
PAG
58
Private Advisor Group
New Jersey
$5.68M
KAS
59
Kestra Advisory Services
Texas
$5.63M
MSA
60
Marino Stram & Associates
Massachusetts
$5.55M
CWM
61
Castle Wealth Management
Florida
$5.17M
DWM
62
Diversify Wealth Management
Utah
$5.02M
AT
63
American Trust
Kentucky
$4.89M
DWM
64
Denver Wealth Management
Colorado
$4.69M
CCM
65
Chaney Capital Management
Washington
$4.67M
CPWA
66
Cerro Pacific Wealth Advisors
California
$4.59M
SAM
67
Summit Asset Management
Tennessee
$4.52M
PPWM
68
Premier Private Wealth Management
Florida
$4.51M
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$4.48M
KWA
70
Kellett Wealth Advisors
Ohio
$4.46M
ERFOTCOFW
71
Employees Retirement Fund of the City of Fort Worth
Texas
$4.37M
MFG
72
Merit Financial Group
Georgia
$4.3M
P
73
&Partners
Tennessee
$4.27M
MML Investors Services
74
MML Investors Services
Massachusetts
$4.21M
VWS
75
Virtus Wealth Solutions
New Jersey
$4.16M