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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
BAM
176
Belpointe Asset Management
Nevada
$822K
CIA
177
Cape Investment Advisory
Georgia
$815K
NWM
178
Nova Wealth Management
Florida
$806K
KCFA
179
Key Client Fiduciary Advisors
New Jersey
$774K
WH
180
Willner & Heller
California
$771K
PWP
181
Ponta Wealth Partners
Florida
$770K
PA
182
PFG Advisors
Arizona
$756K
SAW
183
Signal Advisors Wealth
Michigan
$750K
IAA
184
Independent Advisor Alliance
North Carolina
$744K
Corient Private Wealth
185
Corient Private Wealth
Florida
$742K
KW
186
Keyvantage Wealth
Pennsylvania
$740K
FFL
187
Financial Freedom LLC
Ohio
$733K
WIA
188
World Investment Advisors
California
$721K
AF
189
AtlasMark Financial
Texas
$719K
SAG
190
Sentinel Advisory Group
Wisconsin
$709K
RIA
191
Regal Investment Advisors
Michigan
$705K
IWM
192
IHT Wealth Management
Illinois
$700K
MCM
193
MAI Capital Management
Ohio
$696K
AFG
194
Atomi Financial Group
New York
$671K
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$669K
MA
196
Mutual Advisors
Nebraska
$661K
IWA
197
IBEX Wealth Advisors
New Jersey
$660K
RI
198
Ridgewood Investments
New Jersey
$649K
ML
199
MLP3 LLC
New Jersey
$642K
MFF
200
Michels Family Financial
Texas
$634K