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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
CS
101
Capital Square
Tennessee
$2.37M
HF
102
HRT Financial
New York
$2.35M
AWM
103
Accel Wealth Management
Iowa
$2.31M
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$2.2M
HFW
105
Horizon Family Wealth
Illinois
$2.19M
Betterment LLC
106
Betterment LLC
New York
$2.16M
GIA
107
GHP Investment Advisors
Colorado
$2.15M
William Blair & Company
108
William Blair & Company
Illinois
$2.12M
SA
109
Sovran Advisors
California
$2.09M
VWA
110
Visionary Wealth Advisors
Illinois
$2.06M
Jones Financial Companies
111
Jones Financial Companies
Missouri
$1.97M
FFN
112
Focus Financial Network
Minnesota
$1.82M
Goldman Sachs
113
Goldman Sachs
New York
$1.81M
SWP
114
Sagespring Wealth Partners
Tennessee
$1.79M
HAIM
115
Hunter Associates Investment Management
Pennsylvania
$1.79M
CMP
116
Courage Miller Partners
Virginia
$1.78M
NP
117
Nilsine Partners
Colorado
$1.77M
UAG
118
United Advisor Group
Ohio
$1.77M
NWM
119
Nova Wealth Management
Florida
$1.75M
HH
120
Hilltop Holdings
Texas
$1.75M
AFP
121
Ausdal Financial Partners
Iowa
$1.72M
LSWP
122
Liberty Square Wealth Partners
Pennsylvania
$1.7M
AWM
123
AE Wealth Management
Kansas
$1.69M
PIAS
124
PCA Investment Advisory Services
Ohio
$1.68M
DAS
125
Diversify Advisory Services
Utah
$1.65M