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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
MML Investors Services
76
MML Investors Services
Massachusetts
$4.21M -$3.42M -41,710 -44%
VWS
77
Virtus Wealth Solutions
New Jersey
$4.16M -$42.2K -515 -1%
SWM
78
Steinberganna Wealth Management
New York
$4.16M -$262K -3,197 -6%
NL
79
NWAM LLC
Washington
$4.09M +$901 +11 +0%
KWA
80
Kingswood Wealth Advisors
California
$4.07M +$56.2K +686 +1%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$3.94M +$71.9K +878 +2%
Creative Planning
82
Creative Planning
Kansas
$3.92M +$90.9K +1,110 +2%
JJBC
83
James J. Burns & Company
New York
$3.42M -$92.4K -1,128 -3%
BDF
84
Black Diamond Financial
Maryland
$3.36M -$396K -4,840 -10%
William Blair & Company
85
William Blair & Company
Illinois
$3.33M +$1.29M +15,751 +59%
VNA
86
Valley National Advisers
Pennsylvania
$3.21M +$65.3K +797 +2%
HFW
87
Horizon Family Wealth
Illinois
$3.2M +$1.08M +13,231 +48%
MFG
88
Marmo Financial Group
Tennessee
$3.07M -$49K -598 -2%
PFS
89
Prospect Financial Services
New York
$2.99M +$23.7K +289 +0.8%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$2.92M +$1.09M +13,253 +54%
OPTFSNA
91
Old Point Trust & Financial Services N A
Virginia
$2.91M +$395K +4,825 +15%
LWL
92
Leo Wealth LLC
Texas
$2.82M -$46.4K -567 -2%
CS
93
Capital Square
Tennessee
$2.73M +$126K +1,541 +5%
AWM
94
Accel Wealth Management
Iowa
$2.67M +$403K +4,917 +17%
HighTower Advisors
95
HighTower Advisors
Illinois
$2.61M +$223K +2,717 +9%
IWC
96
Integrated Wealth Concepts
Massachusetts
$2.54M +$2.38M +29,024 +907%
FLI
97
Family Legacy Inc
South Carolina
$2.53M -$535K -6,526 -17%
SWGC
98
Summit Wealth Group (Colorado)
Colorado
$2.52M +$2.79K +34 +0.1%
IP
99
Ignite Planners
California
$2.5M +$12K +147 +0.5%
CWMK
100
Caliber Wealth Management (Kansas)
Kansas
$2.46M -$93.6K -1,143 -4%