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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
OBWG
201
Onyx Bridge Wealth Group
New York
$629K
FWP
202
Falcon Wealth Planning
California
$617K
SC
203
Savant Capital
Illinois
$609K
ASN
204
Advisory Services Network
Georgia
$603K
MCM
205
MidAtlantic Capital Management
Virginia
$560K
GWM
206
Geneos Wealth Management
Colorado
$557K
EPW
207
Evolve Private Wealth
California
$550K
Susquehanna International Group
208
Susquehanna International Group
Pennsylvania
$544K
AFS
209
AFG Fiduciary Services
Massachusetts
$544K
ClearBridge Investments
210
ClearBridge Investments
New York
$536K
MWM
211
Maripau Wealth Management
Indiana
$521K
WMWM
212
Whitaker-Myers Wealth Managers
Ohio
$515K
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$510K
IA
214
IFP Advisors
Florida
$502K
BWS
215
Buck Wealth Strategies
Colorado
$492K
MAG
216
Mayfair Advisory Group
Alabama
$486K
PFS
217
Prospera Financial Services
Texas
$485K
FA
218
Flagstar Advisors
New York
$483K
AAS
219
Asset Allocation Strategies
Michigan
$469K
KFS
220
Kaizen Financial Strategies
California
$467K
WCM
221
WealthTrak Capital Management
Virginia
$466K
BCA
222
Bay Colony Advisors
Massachusetts
$460K
CCM
223
Coldstream Capital Management
Washington
$442K
PA
224
Pinnacle Associates
New York
$441K
DADC
225
D.A. Davidson & Co
Montana
$424K