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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
LI
101
LRI Investments
Florida
$2.34M
PS
102
Principal Securities
Iowa
$2.3M
SA
103
Sovran Advisors
California
$2.22M
HIS
104
Horizon Investment Services
Indiana
$2.12M
GIA
105
GHP Investment Advisors
Colorado
$2.11M
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$2.11M
Jane Street
107
Jane Street
New York
$2.08M
RIA
108
Rhodes Investment Advisors
Texas
$2.06M
Goldman Sachs
109
Goldman Sachs
New York
$2.06M
VWA
110
Visionary Wealth Advisors
Illinois
$2.03M
UAG
111
United Advisor Group
Ohio
$1.97M
HH
112
Hilltop Holdings
Texas
$1.76M
FA
113
Faithward Advisors
Pennsylvania
$1.76M
SWP
114
Sagespring Wealth Partners
Tennessee
$1.75M
CMP
115
Courage Miller Partners
Virginia
$1.74M
HAIM
116
Hunter Associates Investment Management
Pennsylvania
$1.7M
NP
117
Nilsine Partners
Colorado
$1.7M
ML
118
McAdam LLC
Pennsylvania
$1.69M
PIAS
119
PCA Investment Advisory Services
Ohio
$1.66M
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$1.63M
LSWP
121
Liberty Square Wealth Partners
Pennsylvania
$1.63M
Betterment LLC
122
Betterment LLC
New York
$1.6M
AFP
123
Ausdal Financial Partners
Iowa
$1.59M
CAAS
124
Capital Asset Advisory Services
Michigan
$1.57M
BF
125
Bonfire Financial
Colorado
$1.55M