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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
Holders
401
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
AA
101
Aire Advisors
California
$2.46M
KWM
102
Kingsview Wealth Management
Oregon
$2.39M
LI
103
LRI Investments
Florida
$2.34M
PS
104
Principal Securities
Iowa
$2.3M
SA
105
Sovran Advisors
California
$2.22M
HIS
106
Horizon Investment Services
Indiana
$2.12M
GIA
107
GHP Investment Advisors
Colorado
$2.11M
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$2.11M
Jane Street
109
Jane Street
New York
$2.08M
RIA
110
Rhodes Investment Advisors
Texas
$2.06M
Goldman Sachs
111
Goldman Sachs
New York
$2.06M
VWA
112
Visionary Wealth Advisors
Illinois
$2.03M
UAG
113
United Advisor Group
Ohio
$1.97M
HH
114
Hilltop Holdings
Texas
$1.76M
FA
115
Faithward Advisors
Pennsylvania
$1.76M
SWP
116
Sagespring Wealth Partners
Tennessee
$1.75M
CMP
117
Courage Miller Partners
Virginia
$1.74M
HAIM
118
Hunter Associates Investment Management
Pennsylvania
$1.7M
NP
119
Nilsine Partners
Colorado
$1.7M
ML
120
McAdam LLC
Pennsylvania
$1.69M
PIAS
121
PCA Investment Advisory Services
Ohio
$1.66M
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$1.63M
LSWP
123
Liberty Square Wealth Partners
Pennsylvania
$1.63M
Betterment LLC
124
Betterment LLC
New York
$1.6M
AFP
125
Ausdal Financial Partners
Iowa
$1.59M