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iShares Morningstar Mid-Cap Growth ETF

398 hedge funds and large institutions have $2.02B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 161 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
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
SWM
76
Steinberganna Wealth Management
New York
$4.16M
NL
77
NWAM LLC
Washington
$4.09M
KWA
78
Kingswood Wealth Advisors
California
$4.07M
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$3.94M
Creative Planning
80
Creative Planning
Kansas
$3.92M
JJBC
81
James J. Burns & Company
New York
$3.42M
BDF
82
Black Diamond Financial
Maryland
$3.36M
William Blair & Company
83
William Blair & Company
Illinois
$3.33M
VNA
84
Valley National Advisers
Pennsylvania
$3.21M
HFW
85
Horizon Family Wealth
Illinois
$3.2M
MFG
86
Marmo Financial Group
Tennessee
$3.07M
PFS
87
Prospect Financial Services
New York
$2.99M
Jones Financial Companies
88
Jones Financial Companies
Missouri
$2.92M
OPTFSNA
89
Old Point Trust & Financial Services N A
Virginia
$2.91M
LWL
90
Leo Wealth LLC
Texas
$2.82M
CS
91
Capital Square
Tennessee
$2.73M
AWM
92
Accel Wealth Management
Iowa
$2.67M
HighTower Advisors
93
HighTower Advisors
Illinois
$2.61M
IWC
94
Integrated Wealth Concepts
Massachusetts
$2.54M
FLI
95
Family Legacy Inc
South Carolina
$2.53M
SWGC
96
Summit Wealth Group (Colorado)
Colorado
$2.52M
IP
97
Ignite Planners
California
$2.5M
CWMK
98
Caliber Wealth Management (Kansas)
Kansas
$2.46M
AA
99
Aire Advisors
California
$2.46M
KWM
100
Kingsview Wealth Management
Oregon
$2.39M