We are live on ! Find out more
IMCG icon

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

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% more funds holding

Funds holding: 397401 (+4)

1% more capital invested

Capital invested by funds: $2.01B → $2.03B (+$29.6M)

0.52% more ownership

Funds ownership: 64.86%65.38% (+0.52%)

Holders
401
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
4.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
163
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Aire Advisors
California
$2.46M -$16.1K -197 -0.6%
KWM
102
Kingsview Wealth Management
Oregon
$2.39M +$573 +7 +0%
LI
103
LRI Investments
Florida
$2.34M
PS
104
Principal Securities
Iowa
$2.3M -$140K -1,706 -6%
SA
105
Sovran Advisors
California
$2.22M +$20.6K +252 +1%
HIS
106
Horizon Investment Services
Indiana
$2.12M +$560K +6,840 +34%
GIA
107
GHP Investment Advisors
Colorado
$2.11M -$14.3K -175 -0.6%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$2.11M -$68.1K -831 -3%
Jane Street
109
Jane Street
New York
$2.08M +$598K +7,303 +38%
RIA
110
Rhodes Investment Advisors
Texas
$2.06M -$104K -1,270 -5%
Goldman Sachs
111
Goldman Sachs
New York
$2.06M +$283K +3,460 +15%
VWA
112
Visionary Wealth Advisors
Illinois
$2.03M -$3.77K -46 -0.2%
UAG
113
United Advisor Group
Ohio
$1.97M +$241K +2,938 +13%
HH
114
Hilltop Holdings
Texas
$1.76M +$34.3K +419 +2%
FA
115
Faithward Advisors
Pennsylvania
$1.76M +$708K +8,639 +63%
SWP
116
Sagespring Wealth Partners
Tennessee
$1.75M -$24K -293 -1%
CMP
117
Courage Miller Partners
Virginia
$1.74M -$11.3K -138 -0.6%
HAIM
118
Hunter Associates Investment Management
Pennsylvania
$1.7M -$63.5K -775 -3%
NP
119
Nilsine Partners
Colorado
$1.7M -$227K -2,771 -12%
ML
120
McAdam LLC
Pennsylvania
$1.69M +$166K +2,022 +10%
PIAS
121
PCA Investment Advisory Services
Ohio
$1.66M +$819 +10 +0%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$1.63M +$64.2K +784 +4%
LSWP
123
Liberty Square Wealth Partners
Pennsylvania
$1.63M -$47K -574 -3%
Betterment LLC
124
Betterment LLC
New York
$1.6M -$555K -6,770 -25%
AFP
125
Ausdal Financial Partners
Iowa
$1.59M -$111K -1,352 -6%