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iShares Morningstar Mid-Cap Growth ETF

393 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 62 funds opening new positions, 158 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
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
PWP
176
Ponta Wealth Partners
Florida
$780K
KCFA
177
Key Client Fiduciary Advisors
New Jersey
$776K
TI
178
Truepoint Inc
Ohio
$773K
KW
179
Keyvantage Wealth
Pennsylvania
$772K
DC
180
Davenport & Co
Virginia
$765K
MWP
181
Madison Wealth Partners
Wisconsin
$758K
AFG
182
Atomi Financial Group
New York
$746K
SAW
183
Signal Advisors Wealth
Michigan
$744K
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$742K
FFL
185
Financial Freedom LLC
Ohio
$742K
BWS
186
Buck Wealth Strategies
Colorado
$741K
SC
187
Savant Capital
Illinois
$738K
IWM
188
IHT Wealth Management
Illinois
$720K
WIA
189
World Investment Advisors
California
$713K
TRCT
190
Tower Research Capital (TRC)
New York
$693K
OBWG
191
Onyx Bridge Wealth Group
New York
$686K
MA
192
Mutual Advisors
Nebraska
$669K
ML
193
MLP3 LLC
New Jersey
$663K
RIA
194
Regal Investment Advisors
Michigan
$658K
MFF
195
Michels Family Financial
Texas
$654K
FWP
196
Falcon Wealth Planning
California
$637K
Focus Partners Wealth
197
Focus Partners Wealth
Massachusetts
$627K
ASN
198
Advisory Services Network
Georgia
$611K
MAG
199
Mayfair Advisory Group
Alabama
$607K
AA
200
Addison Advisors
Vermont
$603K