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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
Citadel Advisors
151
Citadel Advisors
Florida
$1.12M
BCI
152
Brinker Capital Investments
Pennsylvania
$1.12M
FA
153
Faithward Advisors
Pennsylvania
$1.09M
FBT
154
First Bank & Trust
South Dakota
$1.05M
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$1.03M
VT
156
Vise Technologies
New York
$1.02M
PSF
157
Pacific Sun Financial
California
$1M
Fidelity Investments
158
Fidelity Investments
Massachusetts
$994K
GRP
159
Global Retirement Partners
California
$981K
AF
160
Advisornet Financial
Minnesota
$981K
Stifel Financial
161
Stifel Financial
Missouri
$978K
Comerica Bank
162
Comerica Bank
Texas
$945K
HI
163
Harbour Investments
Wisconsin
$930K
HWM
164
HRC Wealth Management
Idaho
$930K
KPWS
165
Kestra Private Wealth Services
Texas
$907K
PAS
166
Park Avenue Securities
New York
$893K
LG
167
LaFleur & Godfrey
Michigan
$890K
CAM
168
Cresset Asset Management
Illinois
$887K
WAG
169
Wilkerson Advisory Group
Missouri
$881K
HIA
170
Harbor Investment Advisory
Maryland
$873K
CIA
171
Cape Investment Advisory
Georgia
$854K
WH
172
Willner & Heller
California
$813K
BAM
173
Belpointe Asset Management
Nevada
$808K
PA
174
PFG Advisors
Arizona
$794K
PWP
175
Ponta Wealth Partners
Florida
$780K