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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
OC
51
OxenFree Capital
Florida
$7.33M
SOWAS
52
Silver Oak Wealth Advisors Services
California
$6.88M
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$6.6M
CAC
54
Certified Advisory Corp
Florida
$6.36M
OC
55
Oppenheimer & Co
New York
$6.35M
IAG
56
Ipsen Advisor Group
Arkansas
$6.31M
JP Morgan Chase
57
JP Morgan Chase
New York
$5.84M
VCM
58
Verde Capital Management
Michigan
$5.58M
NA
59
NewEdge Advisors
Louisiana
$5.3M
MSA
60
Marino Stram & Associates
Massachusetts
$5.06M
CWM
61
Castle Wealth Management
Florida
$5.02M
AT
62
American Trust
Kentucky
$4.99M
TF
63
Tandem Financial
Colorado
$4.94M
KAS
64
Kestra Advisory Services
Texas
$4.81M
SAM
65
Summit Asset Management
Tennessee
$4.61M
P
66
&Partners
Tennessee
$4.51M
SWM
67
Steinberganna Wealth Management
New York
$4.47M
ERFOTCOFW
68
Employees Retirement Fund of the City of Fort Worth
Texas
$4.43M
CCM
69
Chaney Capital Management
Washington
$4.33M
NL
70
NWAM LLC
Washington
$4.32M
KWA
71
Kellett Wealth Advisors
Ohio
$4.31M
VWS
72
Virtus Wealth Solutions
New Jersey
$4.26M
DWM
73
Denver Wealth Management
Colorado
$4.24M
KWA
74
Kingswood Wealth Advisors
California
$4.07M
DI
75
DDFG Inc
California
$4.03M