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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
NL
76
NWAM LLC
Washington
$4.09M
KWA
77
Kingswood Wealth Advisors
California
$4.07M
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$3.94M
Creative Planning
79
Creative Planning
Kansas
$3.92M
JJBC
80
James J. Burns & Company
New York
$3.42M
BDF
81
Black Diamond Financial
Maryland
$3.36M
William Blair & Company
82
William Blair & Company
Illinois
$3.33M
VNA
83
Valley National Advisers
Pennsylvania
$3.21M
HFW
84
Horizon Family Wealth
Illinois
$3.2M
MFG
85
Marmo Financial Group
Tennessee
$3.07M
PFS
86
Prospect Financial Services
New York
$2.99M
Jones Financial Companies
87
Jones Financial Companies
Missouri
$2.92M
OPTFSNA
88
Old Point Trust & Financial Services N A
Virginia
$2.91M
LWL
89
Leo Wealth LLC
Texas
$2.82M
CS
90
Capital Square
Tennessee
$2.73M
AWM
91
Accel Wealth Management
Iowa
$2.67M
HighTower Advisors
92
HighTower Advisors
Illinois
$2.61M
IWC
93
Integrated Wealth Concepts
Massachusetts
$2.54M
FLI
94
Family Legacy Inc
South Carolina
$2.53M
SWGC
95
Summit Wealth Group (Colorado)
Colorado
$2.52M
IP
96
Ignite Planners
California
$2.5M
CWMK
97
Caliber Wealth Management (Kansas)
Kansas
$2.46M
AA
98
Aire Advisors
California
$2.46M
KWM
99
Kingsview Wealth Management
Oregon
$2.39M
LI
100
LRI Investments
Florida
$2.34M