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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 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
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
RIA
105
Rhodes Investment Advisors
Texas
$2.19M
HFW
106
Horizon Family Wealth
Illinois
$2.19M
Betterment LLC
107
Betterment LLC
New York
$2.16M
GIA
108
GHP Investment Advisors
Colorado
$2.15M
William Blair & Company
109
William Blair & Company
Illinois
$2.12M
SA
110
Sovran Advisors
California
$2.09M
VWA
111
Visionary Wealth Advisors
Illinois
$2.06M
Jones Financial Companies
112
Jones Financial Companies
Missouri
$1.97M
FFN
113
Focus Financial Network
Minnesota
$1.82M
Goldman Sachs
114
Goldman Sachs
New York
$1.81M
SWP
115
Sagespring Wealth Partners
Tennessee
$1.79M
HAIM
116
Hunter Associates Investment Management
Pennsylvania
$1.79M
CMP
117
Courage Miller Partners
Virginia
$1.78M
NP
118
Nilsine Partners
Colorado
$1.77M
UAG
119
United Advisor Group
Ohio
$1.77M
NWM
120
Nova Wealth Management
Florida
$1.75M
HH
121
Hilltop Holdings
Texas
$1.75M
AFP
122
Ausdal Financial Partners
Iowa
$1.72M
LSWP
123
Liberty Square Wealth Partners
Pennsylvania
$1.7M
AWM
124
AE Wealth Management
Kansas
$1.69M
PIAS
125
PCA Investment Advisory Services
Ohio
$1.68M