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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
SPIA
51
Steward Partners Investment Advisory
New York
$7.84M +$260K +3,175 +3%
CAC
52
Certified Advisory Corp
Florida
$7.71M +$1.49M +18,194 +23%
NA
53
NewEdge Advisors
Louisiana
$7.3M +$2.15M +26,185 +39%
JP Morgan Chase
54
JP Morgan Chase
New York
$6.98M +$1.53M +18,682 +26%
SOWAS
55
Silver Oak Wealth Advisors Services
California
$6.97M +$186K +2,275 +3%
IAG
56
Ipsen Advisor Group
Arkansas
$6.34M +$121K +1,481 +2%
OC
57
Oppenheimer & Co
New York
$6.32M +$51.2K +625 +0.8%
DI
58
DDFG Inc
California
$6.11M +$2.22M +27,125 +54%
VCM
59
Verde Capital Management
Michigan
$6.11M +$628K +7,664 +11%
PAG
60
Private Advisor Group
New Jersey
$5.68M -$4.69M -57,274 -44%
KAS
61
Kestra Advisory Services
Texas
$5.63M +$927K +11,311 +19%
MSA
62
Marino Stram & Associates
Massachusetts
$5.55M +$578K +7,055 +11%
CWM
63
Castle Wealth Management
Florida
$5.17M +$231K +2,818 +4%
DWM
64
Diversify Wealth Management
Utah
$5.02M +$1.19M +14,522 +33%
AT
65
American Trust
Kentucky
$4.89M -$37.2K -454 -0.7%
DWM
66
Denver Wealth Management
Colorado
$4.69M +$534K +6,513 +12%
CCM
67
Chaney Capital Management
Washington
$4.67M +$414K +5,054 +9%
CPWA
68
Cerro Pacific Wealth Advisors
California
$4.59M +$925K +11,288 +24%
SAM
69
Summit Asset Management
Tennessee
$4.52M -$34.3K -419 -0.7%
PPWM
70
Premier Private Wealth Management
Florida
$4.51M +$962K +11,745 +26%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$4.48M -$1.93M -23,573 -30%
KWA
72
Kellett Wealth Advisors
Ohio
$4.46M +$216K +2,633 +5%
ERFOTCOFW
73
Employees Retirement Fund of the City of Fort Worth
Texas
$4.37M
MFG
74
Merit Financial Group
Georgia
$4.3M +$478K +5,830 +12%
P
75
&Partners
Tennessee
$4.27M -$190K -2,315 -4%