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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
Holders
401
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
SPIA
51
Steward Partners Investment Advisory
New York
$7.84M
CAC
52
Certified Advisory Corp
Florida
$7.71M
NA
53
NewEdge Advisors
Louisiana
$7.3M
JP Morgan Chase
54
JP Morgan Chase
New York
$6.98M
SOWAS
55
Silver Oak Wealth Advisors Services
California
$6.97M
IAG
56
Ipsen Advisor Group
Arkansas
$6.34M
OC
57
Oppenheimer & Co
New York
$6.32M
DI
58
DDFG Inc
California
$6.11M
VCM
59
Verde Capital Management
Michigan
$6.11M
PAG
60
Private Advisor Group
New Jersey
$5.68M
KAS
61
Kestra Advisory Services
Texas
$5.63M
MSA
62
Marino Stram & Associates
Massachusetts
$5.55M
CWM
63
Castle Wealth Management
Florida
$5.17M
DWM
64
Diversify Wealth Management
Utah
$5.02M
AT
65
American Trust
Kentucky
$4.89M
DWM
66
Denver Wealth Management
Colorado
$4.69M
CCM
67
Chaney Capital Management
Washington
$4.67M
CPWA
68
Cerro Pacific Wealth Advisors
California
$4.59M
SAM
69
Summit Asset Management
Tennessee
$4.52M
PPWM
70
Premier Private Wealth Management
Florida
$4.51M
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$4.48M
KWA
72
Kellett Wealth Advisors
Ohio
$4.46M
ERFOTCOFW
73
Employees Retirement Fund of the City of Fort Worth
Texas
$4.37M
MFG
74
Merit Financial Group
Georgia
$4.3M
P
75
&Partners
Tennessee
$4.27M