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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
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
KAS
151
KPP Advisory Services
Kentucky
$1.08M
Natixis Advisors
152
Natixis Advisors
Massachusetts
$1.08M
OIA
153
OneDigital Investment Advisors
Kansas
$1.07M
PSF
154
Pacific Sun Financial
California
$1.04M
VT
155
Vise Technologies
New York
$1.02M
Stifel Financial
156
Stifel Financial
Missouri
$979K
BEI
157
Benjamin Edwards Inc
Missouri
$979K
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$962K
CAL
159
Capital Analysts LLC
Pennsylvania
$953K
AF
160
Advisornet Financial
Minnesota
$941K
IWP
161
Integrity Wealth Partners
California
$923K
WAG
162
Wilkerson Advisory Group
Missouri
$914K
HWM
163
HRC Wealth Management
Idaho
$899K
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$899K
KPWS
165
Kestra Private Wealth Services
Texas
$895K
LG
166
LaFleur & Godfrey
Michigan
$887K
PAS
167
Park Avenue Securities
New York
$878K
CAM
168
Cresset Asset Management
Illinois
$875K
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$874K
HIA
170
Harbor Investment Advisory
Maryland
$861K
TI
171
Truepoint Inc
Ohio
$857K
GS
172
GTS Securities
New York
$853K
SWM
173
Silverlake Wealth Management
Vermont
$850K
CL
174
CPWA LLC
Oregon
$845K
MWP
175
Madison Wealth Partners
Wisconsin
$842K