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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$3.92M
MFG
77
Merit Financial Group
Georgia
$3.89M
Creative Planning
78
Creative Planning
Kansas
$3.88M
BDF
79
Black Diamond Financial
Maryland
$3.79M
PPWM
80
Premier Private Wealth Management
Florida
$3.76M
CPWA
81
Cerro Pacific Wealth Advisors
California
$3.75M
RC
82
Rovin Capital
Arizona
$3.72M
DWM
83
Diversify Wealth Management
Utah
$3.64M
JJBC
84
James J. Burns & Company
New York
$3.56M
BWA
85
Beam Wealth Advisors
Louisiana
$3.3M
VNA
86
Valley National Advisers
Pennsylvania
$3.19M
MFG
87
Marmo Financial Group
Tennessee
$3.16M
FLI
88
Family Legacy Inc
South Carolina
$3.09M
Two Sigma Investments
89
Two Sigma Investments
New York
$3.01M
PFS
90
Prospect Financial Services
New York
$3M
LWL
91
Leo Wealth LLC
Texas
$2.86M
IP
92
Ignite Planners
California
$2.6M
CWMK
93
Caliber Wealth Management (Kansas)
Kansas
$2.58M
OPTFSNA
94
Old Point Trust & Financial Services N A
Virginia
$2.56M
SWGC
95
Summit Wealth Group (Colorado)
Colorado
$2.56M
AA
96
Aire Advisors
California
$2.51M
PS
97
Principal Securities
Iowa
$2.46M
HighTower Advisors
98
HighTower Advisors
Illinois
$2.43M
KWM
99
Kingsview Wealth Management
Oregon
$2.42M
LI
100
LRI Investments
Florida
$2.37M