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iShares Morningstar Mid-Cap Growth ETF

389 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 59 funds opening new positions, 156 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
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
MCM
201
MidAtlantic Capital Management
Virginia
$568K
GWM
202
Geneos Wealth Management
Colorado
$565K
EPW
203
Evolve Private Wealth
California
$558K
CCM
204
Coldstream Capital Management
Washington
$552K
AFS
205
AFG Fiduciary Services
Massachusetts
$545K
AssetMark Inc
206
AssetMark Inc
California
$545K
WMWM
207
Whitaker-Myers Wealth Managers
Ohio
$533K
CAL
208
Capital Analysts LLC
Pennsylvania
$523K
FA
209
Flagstar Advisors
New York
$521K
GIA
210
Gladstone Institutional Advisory
Florida
$520K
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$517K
AAS
212
Asset Allocation Strategies
Michigan
$511K
PFS
213
Prospera Financial Services
Texas
$507K
MWM
214
Maripau Wealth Management
Indiana
$506K
IA
215
IFP Advisors
Florida
$499K
GS
216
GTS Securities
New York
$489K
MAS
217
Meeder Advisory Services
Ohio
$485K
CIAS
218
CFS Investment Advisory Services
New Jersey
$483K
PA
219
Pinnacle Associates
New York
$482K
BCA
220
Bay Colony Advisors
Massachusetts
$476K
WCM
221
WealthTrak Capital Management
Virginia
$461K
SWM
222
Silverlake Wealth Management
Vermont
$460K
Cerity Partners
223
Cerity Partners
New York
$451K
BWA
224
BlueChip Wealth Advisors
Georgia
$444K
KFS
225
Kaizen Financial Strategies
California
$442K