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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
ClearBridge Investments
201
ClearBridge Investments
New York
$592K
MCM
202
MAI Capital Management
Ohio
$592K
MCM
203
MidAtlantic Capital Management
Virginia
$568K
GWM
204
Geneos Wealth Management
Colorado
$565K
EPW
205
Evolve Private Wealth
California
$558K
CCM
206
Coldstream Capital Management
Washington
$552K
AFS
207
AFG Fiduciary Services
Massachusetts
$545K
AssetMark Inc
208
AssetMark Inc
California
$545K
WMWM
209
Whitaker-Myers Wealth Managers
Ohio
$533K
CAL
210
Capital Analysts LLC
Pennsylvania
$523K
FA
211
Flagstar Advisors
New York
$521K
GIA
212
Gladstone Institutional Advisory
Florida
$520K
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$517K
AAS
214
Asset Allocation Strategies
Michigan
$511K
PFS
215
Prospera Financial Services
Texas
$507K
MWM
216
Maripau Wealth Management
Indiana
$506K
IA
217
IFP Advisors
Florida
$499K
GS
218
GTS Securities
New York
$489K
MAS
219
Meeder Advisory Services
Ohio
$485K
CIAS
220
CFS Investment Advisory Services
New Jersey
$483K
PA
221
Pinnacle Associates
New York
$482K
BCA
222
Bay Colony Advisors
Massachusetts
$476K
WCM
223
WealthTrak Capital Management
Virginia
$461K
SWM
224
Silverlake Wealth Management
Vermont
$460K
Cerity Partners
225
Cerity Partners
New York
$451K