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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
NWM
176
Nova Wealth Management
Florida
$806K
KCFA
177
Key Client Fiduciary Advisors
New Jersey
$774K
WH
178
Willner & Heller
California
$771K
PWP
179
Ponta Wealth Partners
Florida
$770K
PA
180
PFG Advisors
Arizona
$756K
SAW
181
Signal Advisors Wealth
Michigan
$750K
IAA
182
Independent Advisor Alliance
North Carolina
$744K
Corient Private Wealth
183
Corient Private Wealth
Florida
$742K
KW
184
Keyvantage Wealth
Pennsylvania
$740K
FFL
185
Financial Freedom LLC
Ohio
$733K
WIA
186
World Investment Advisors
California
$721K
AF
187
AtlasMark Financial
Texas
$719K
SAG
188
Sentinel Advisory Group
Wisconsin
$709K
RIA
189
Regal Investment Advisors
Michigan
$705K
IWM
190
IHT Wealth Management
Illinois
$700K
MCM
191
MAI Capital Management
Ohio
$696K
AFG
192
Atomi Financial Group
New York
$671K
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$669K
MA
194
Mutual Advisors
Nebraska
$661K
IWA
195
IBEX Wealth Advisors
New Jersey
$660K
RI
196
Ridgewood Investments
New Jersey
$649K
ML
197
MLP3 LLC
New Jersey
$642K
MFF
198
Michels Family Financial
Texas
$634K
AA
199
Addison Advisors
Vermont
$633K
GIA
200
Gladstone Institutional Advisory
Florida
$629K