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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
MML Investors Services
76
MML Investors Services
Massachusetts
$4.21M
VWS
77
Virtus Wealth Solutions
New Jersey
$4.16M
SWM
78
Steinberganna Wealth Management
New York
$4.16M
NL
79
NWAM LLC
Washington
$4.09M
KWA
80
Kingswood Wealth Advisors
California
$4.07M
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$3.94M
Creative Planning
82
Creative Planning
Kansas
$3.92M
JJBC
83
James J. Burns & Company
New York
$3.42M
BDF
84
Black Diamond Financial
Maryland
$3.36M
William Blair & Company
85
William Blair & Company
Illinois
$3.33M
VNA
86
Valley National Advisers
Pennsylvania
$3.21M
HFW
87
Horizon Family Wealth
Illinois
$3.2M
MFG
88
Marmo Financial Group
Tennessee
$3.07M
PFS
89
Prospect Financial Services
New York
$2.99M
Jones Financial Companies
90
Jones Financial Companies
Missouri
$2.92M
OPTFSNA
91
Old Point Trust & Financial Services N A
Virginia
$2.91M
LWL
92
Leo Wealth LLC
Texas
$2.82M
CS
93
Capital Square
Tennessee
$2.73M
AWM
94
Accel Wealth Management
Iowa
$2.67M
HighTower Advisors
95
HighTower Advisors
Illinois
$2.61M
IWC
96
Integrated Wealth Concepts
Massachusetts
$2.54M
FLI
97
Family Legacy Inc
South Carolina
$2.53M
SWGC
98
Summit Wealth Group (Colorado)
Colorado
$2.52M
IP
99
Ignite Planners
California
$2.5M
CWMK
100
Caliber Wealth Management (Kansas)
Kansas
$2.46M