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