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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

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
CAAS
126
Capital Asset Advisory Services
Michigan
$1.57M -$10.6K -129 -0.7%
BF
127
Bonfire Financial
Colorado
$1.55M -$50.5K -616 -3%
FFN
128
Focus Financial Network
Minnesota
$1.53M -$279K -3,406 -15%
CBU
129
CIBC Bancorp USA
Illinois
$1.49M +$1.55M +18,944 New
NA
130
Nottingham Advisors
New York
$1.47M
AWM
131
AE Wealth Management
Kansas
$1.46M -$212K -2,584 -12%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$1.45M +$485K +5,915 +47%
FBT
133
First Bank & Trust
South Dakota
$1.43M +$414K +5,056 +38%
FFA
134
Farther Finance Advisors
California
$1.42M -$106K -1,294 -7%
JSA
135
Jim Saulnier & Associates
Colorado
$1.4M -$5K -61 -0.3%
MCC
136
Money Concepts Capital
Florida
$1.39M +$26.6K +325 +2%
HF
137
HRT Financial
New York
$1.39M -$969K -11,827 -40%
SG
138
Stanich Group
New York
$1.39M -$10.2K -125 -0.7%
DC
139
Davenport & Co
Virginia
$1.37M +$640K +7,808 +81%
SWP
140
Stratos Wealth Partners
Ohio
$1.37M +$980K +11,966 +221%
PPWM
141
Perissos Private Wealth Management
Oklahoma
$1.36M -$73.6K -899 -5%
EWP
142
Equity Wealth Partners
Missouri
$1.34M -$65.5K -799 -4%
CIC
143
Carnegie Investment Counsel
Ohio
$1.26M +$23.8K +291 +2%
SOS
144
Silver Oak Securities
Tennessee
$1.24M -$10.3K -126 -0.8%
HAG
145
HF Advisory Group
Maryland
$1.19M -$33.9K -414 -3%
IFG
146
Independent Financial Group
California
$1.19M +$20.7K +253 +2%
NCM
147
Neumann Capital Management
California
$1.19M
Citigroup
148
Citigroup
New York
$1.13M -$34.3K -419 -3%
IC
149
IEQ Capital
California
$1.13M -$12.8K -156 -1%
HI
150
Harbour Investments
Wisconsin
$1.09M +$181K +2,204 +19%