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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
AA
201
Addison Advisors
Vermont
$633K +$39.7K +485 +6%
GIA
202
Gladstone Institutional Advisory
Florida
$629K +$121K +1,474 +23%
OBWG
203
Onyx Bridge Wealth Group
New York
$629K -$50.1K -612 -7%
FWP
204
Falcon Wealth Planning
California
$617K -$12.3K -150 -2%
SC
205
Savant Capital
Illinois
$609K -$124K -1,508 -16%
ASN
206
Advisory Services Network
Georgia
$603K
MCM
207
MidAtlantic Capital Management
Virginia
$560K
GWM
208
Geneos Wealth Management
Colorado
$557K +$164 +2 +0%
EPW
209
Evolve Private Wealth
California
$550K
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$544K +$272K +3,316 +92%
AFS
211
AFG Fiduciary Services
Massachusetts
$544K
ClearBridge Investments
212
ClearBridge Investments
New York
$536K -$50.5K -616 -8%
MWM
213
Maripau Wealth Management
Indiana
$521K +$17.9K +219 +3%
WMWM
214
Whitaker-Myers Wealth Managers
Ohio
$515K -$11.1K -135 -2%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$510K
IA
216
IFP Advisors
Florida
$502K +$10.6K +129 +2%
BWS
217
Buck Wealth Strategies
Colorado
$492K -$249K -3,038 -33%
MAG
218
Mayfair Advisory Group
Alabama
$486K -$111K -1,353 -18%
PFS
219
Prospera Financial Services
Texas
$485K -$16.1K -196 -3%
FA
220
Flagstar Advisors
New York
$483K -$32.3K -394 -6%
AAS
221
Asset Allocation Strategies
Michigan
$469K -$36.1K -441 -7%
KFS
222
Kaizen Financial Strategies
California
$467K -$6.72K -82 -1%
WCM
223
WealthTrak Capital Management
Virginia
$466K +$11.1K +135 +2%
BCA
224
Bay Colony Advisors
Massachusetts
$460K -$9.83K -120 -2%
CCM
225
Coldstream Capital Management
Washington
$442K -$107K -1,301 -19%