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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
BF
126
Bonfire Financial
Colorado
$1.62M
HIS
127
Horizon Investment Services
Indiana
$1.6M
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$1.59M
ML
129
McAdam LLC
Pennsylvania
$1.56M
LAS
130
Lloyd Advisory Services
Georgia
$1.53M
Jane Street
131
Jane Street
New York
$1.52M
FFA
132
Farther Finance Advisors
California
$1.52M
CAAS
133
Capital Asset Advisory Services
Michigan
$1.5M
NA
134
Nottingham Advisors
New York
$1.49M
PPWM
135
Perissos Private Wealth Management
Oklahoma
$1.45M
AWM
136
Axxcess Wealth Management
California
$1.44M
JSA
137
Jim Saulnier & Associates
Colorado
$1.43M
SG
138
Stanich Group
New York
$1.42M
EWP
139
Equity Wealth Partners
Missouri
$1.42M
MCC
140
Money Concepts Capital
Florida
$1.38M
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$1.33M
OIA
142
OneDigital Investment Advisors
Kansas
$1.31M
SOS
143
Silver Oak Securities
Tennessee
$1.28M
CIC
144
Carnegie Investment Counsel
Ohio
$1.25M
HAG
145
HF Advisory Group
Maryland
$1.24M
NCM
146
Neumann Capital Management
California
$1.2M
BEI
147
Benjamin Edwards Inc
Missouri
$1.2M
KAS
148
KPP Advisory Services
Kentucky
$1.19M
Citigroup
149
Citigroup
New York
$1.18M
IC
150
IEQ Capital
California
$1.16M