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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
DAS
126
Diversify Advisory Services
Utah
$1.65M
BF
127
Bonfire Financial
Colorado
$1.62M
HIS
128
Horizon Investment Services
Indiana
$1.6M
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$1.59M
ML
130
McAdam LLC
Pennsylvania
$1.56M
LAS
131
Lloyd Advisory Services
Georgia
$1.53M
Jane Street
132
Jane Street
New York
$1.52M
FFA
133
Farther Finance Advisors
California
$1.52M
CAAS
134
Capital Asset Advisory Services
Michigan
$1.5M
NA
135
Nottingham Advisors
New York
$1.49M
PPWM
136
Perissos Private Wealth Management
Oklahoma
$1.45M
AWM
137
Axxcess Wealth Management
California
$1.44M
JSA
138
Jim Saulnier & Associates
Colorado
$1.43M
SG
139
Stanich Group
New York
$1.42M
EWP
140
Equity Wealth Partners
Missouri
$1.42M
MCC
141
Money Concepts Capital
Florida
$1.38M
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$1.33M
OIA
143
OneDigital Investment Advisors
Kansas
$1.31M
SOS
144
Silver Oak Securities
Tennessee
$1.28M
CIC
145
Carnegie Investment Counsel
Ohio
$1.25M
HAG
146
HF Advisory Group
Maryland
$1.24M
NCM
147
Neumann Capital Management
California
$1.2M
BEI
148
Benjamin Edwards Inc
Missouri
$1.2M
KAS
149
KPP Advisory Services
Kentucky
$1.19M
IFG
150
Independent Financial Group
California
$1.19M