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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
KAS
151
KPP Advisory Services
Kentucky
$1.08M -$99.5K -1,214 -8%
Natixis Advisors
152
Natixis Advisors
Massachusetts
$1.08M +$1.12M +13,702 New
OIA
153
OneDigital Investment Advisors
Kansas
$1.07M -$226K -2,758 -17%
PSF
154
Pacific Sun Financial
California
$1.04M +$50K +610 +5%
VT
155
Vise Technologies
New York
$1.02M
Stifel Financial
156
Stifel Financial
Missouri
$979K +$15.1K +184 +2%
BEI
157
Benjamin Edwards Inc
Missouri
$979K -$209K -2,552 -17%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$962K +$963K +11,760 +2,637%
CAL
159
Capital Analysts LLC
Pennsylvania
$953K +$72.7K +888 +8%
AF
160
Advisornet Financial
Minnesota
$941K -$27.1K -331 -3%
IWP
161
Integrity Wealth Partners
California
$923K +$960K +11,720 New
WAG
162
Wilkerson Advisory Group
Missouri
$914K +$46.3K +565 +5%
HWM
163
HRC Wealth Management
Idaho
$899K -$18.5K -226 -2%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$899K -$121K -1,480 -11%
KPWS
165
Kestra Private Wealth Services
Texas
$895K +$410 +5 +0%
LG
166
LaFleur & Godfrey
Michigan
$887K +$8.52K +104 +0.9%
PAS
167
Park Avenue Securities
New York
$878K -$3.52K -43 -0.4%
CAM
168
Cresset Asset Management
Illinois
$875K
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$874K +$489K +5,971 +117%
HIA
170
Harbor Investment Advisory
Maryland
$861K
TI
171
Truepoint Inc
Ohio
$857K +$98.1K +1,198 +12%
GS
172
GTS Securities
New York
$853K +$385K +4,702 +77%
SWM
173
Silverlake Wealth Management
Vermont
$850K +$412K +5,033 +87%
CL
174
CPWA LLC
Oregon
$845K +$762K +9,306 New
MWP
175
Madison Wealth Partners
Wisconsin
$842K +$98.2K +1,199 +13%