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iShares Morningstar Mid-Cap Growth ETF

398 hedge funds and large institutions have $2.02B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 161 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
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
OIA
151
OneDigital Investment Advisors
Kansas
$1.07M
PSF
152
Pacific Sun Financial
California
$1.04M
VT
153
Vise Technologies
New York
$1.02M
Stifel Financial
154
Stifel Financial
Missouri
$979K
BEI
155
Benjamin Edwards Inc
Missouri
$979K
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$962K
CAL
157
Capital Analysts LLC
Pennsylvania
$953K
AF
158
Advisornet Financial
Minnesota
$941K
IWP
159
Integrity Wealth Partners
California
$923K
WAG
160
Wilkerson Advisory Group
Missouri
$914K
HWM
161
HRC Wealth Management
Idaho
$899K
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$899K
KPWS
163
Kestra Private Wealth Services
Texas
$895K
LG
164
LaFleur & Godfrey
Michigan
$887K
PAS
165
Park Avenue Securities
New York
$878K
CAM
166
Cresset Asset Management
Illinois
$875K
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$874K
HIA
168
Harbor Investment Advisory
Maryland
$861K
TI
169
Truepoint Inc
Ohio
$857K
GS
170
GTS Securities
New York
$853K
SWM
171
Silverlake Wealth Management
Vermont
$850K
CL
172
CPWA LLC
Oregon
$845K
MWP
173
Madison Wealth Partners
Wisconsin
$842K
BAM
174
Belpointe Asset Management
Nevada
$822K
CIA
175
Cape Investment Advisory
Georgia
$815K