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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
PS
101
Principal Securities
Iowa
$2.3M
SA
102
Sovran Advisors
California
$2.22M
HIS
103
Horizon Investment Services
Indiana
$2.12M
GIA
104
GHP Investment Advisors
Colorado
$2.11M
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$2.11M
Jane Street
106
Jane Street
New York
$2.08M
RIA
107
Rhodes Investment Advisors
Texas
$2.06M
Goldman Sachs
108
Goldman Sachs
New York
$2.06M
VWA
109
Visionary Wealth Advisors
Illinois
$2.03M
UAG
110
United Advisor Group
Ohio
$1.97M
HH
111
Hilltop Holdings
Texas
$1.76M
FA
112
Faithward Advisors
Pennsylvania
$1.76M
SWP
113
Sagespring Wealth Partners
Tennessee
$1.75M
CMP
114
Courage Miller Partners
Virginia
$1.74M
HAIM
115
Hunter Associates Investment Management
Pennsylvania
$1.7M
NP
116
Nilsine Partners
Colorado
$1.7M
ML
117
McAdam LLC
Pennsylvania
$1.69M
PIAS
118
PCA Investment Advisory Services
Ohio
$1.66M
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$1.63M
LSWP
120
Liberty Square Wealth Partners
Pennsylvania
$1.63M
Betterment LLC
121
Betterment LLC
New York
$1.6M
AFP
122
Ausdal Financial Partners
Iowa
$1.59M
CAAS
123
Capital Asset Advisory Services
Michigan
$1.57M
BF
124
Bonfire Financial
Colorado
$1.55M
FFN
125
Focus Financial Network
Minnesota
$1.53M