We are live on ! Find out more
IMCG icon

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
CAAS
126
Capital Asset Advisory Services
Michigan
$1.57M
BF
127
Bonfire Financial
Colorado
$1.55M
FFN
128
Focus Financial Network
Minnesota
$1.53M
CBU
129
CIBC Bancorp USA
Illinois
$1.49M
NA
130
Nottingham Advisors
New York
$1.47M
AWM
131
AE Wealth Management
Kansas
$1.46M
Fidelity Investments
132
Fidelity Investments
Massachusetts
$1.45M
FBT
133
First Bank & Trust
South Dakota
$1.43M
FFA
134
Farther Finance Advisors
California
$1.42M
JSA
135
Jim Saulnier & Associates
Colorado
$1.4M
MCC
136
Money Concepts Capital
Florida
$1.39M
HF
137
HRT Financial
New York
$1.39M
SG
138
Stanich Group
New York
$1.39M
DC
139
Davenport & Co
Virginia
$1.37M
SWP
140
Stratos Wealth Partners
Ohio
$1.37M
PPWM
141
Perissos Private Wealth Management
Oklahoma
$1.36M
EWP
142
Equity Wealth Partners
Missouri
$1.34M
CIC
143
Carnegie Investment Counsel
Ohio
$1.26M
SOS
144
Silver Oak Securities
Tennessee
$1.24M
HAG
145
HF Advisory Group
Maryland
$1.19M
IFG
146
Independent Financial Group
California
$1.19M
NCM
147
Neumann Capital Management
California
$1.19M
Citigroup
148
Citigroup
New York
$1.13M
IC
149
IEQ Capital
California
$1.13M
HI
150
Harbour Investments
Wisconsin
$1.09M