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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
BAM
176
Belpointe Asset Management
Nevada
$822K +$25.7K +314 +3%
CIA
177
Cape Investment Advisory
Georgia
$815K -$28.6K -349 -3%
NWM
178
Nova Wealth Management
Florida
$806K -$962K -11,739 -53%
KCFA
179
Key Client Fiduciary Advisors
New Jersey
$774K +$8.52K +104 +1%
WH
180
Willner & Heller
California
$771K -$31.6K -386 -4%
PWP
181
Ponta Wealth Partners
Florida
$770K
PA
182
PFG Advisors
Arizona
$756K -$29.2K -356 -4%
SAW
183
Signal Advisors Wealth
Michigan
$750K +$16.4K +200 +2%
IAA
184
Independent Advisor Alliance
North Carolina
$744K +$774K +9,444 New
Corient Private Wealth
185
Corient Private Wealth
Florida
$742K -$783K -9,552 -50%
KW
186
Keyvantage Wealth
Pennsylvania
$740K -$22.6K -276 -3%
FFL
187
Financial Freedom LLC
Ohio
$733K +$737 +9 +0.1%
WIA
188
World Investment Advisors
California
$721K +$17.6K +215 +2%
AF
189
AtlasMark Financial
Texas
$719K
SAG
190
Sentinel Advisory Group
Wisconsin
$709K +$737K +9,000 New
RIA
191
Regal Investment Advisors
Michigan
$705K +$57.9K +707 +9%
IWM
192
IHT Wealth Management
Illinois
$700K -$10.2K -125 -1%
MCM
193
MAI Capital Management
Ohio
$696K +$117K +1,426 +19%
AFG
194
Atomi Financial Group
New York
$671K -$66.9K -817 -9%
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$669K +$72.7K +887 +11%
MA
196
Mutual Advisors
Nebraska
$661K +$1.39K +17 +0.2%
IWA
197
IBEX Wealth Advisors
New Jersey
$660K +$687K +8,383 New
RI
198
Ridgewood Investments
New Jersey
$649K +$675K +8,245 New
ML
199
MLP3 LLC
New Jersey
$642K -$13.3K -162 -2%
MFF
200
Michels Family Financial
Texas
$634K -$11.5K -140 -2%