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iShares Morningstar Mid-Cap Growth ETF

396 hedge funds and large institutions have $2.01B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
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
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$627K
ASN
202
Advisory Services Network
Georgia
$611K
MAG
203
Mayfair Advisory Group
Alabama
$607K
AA
204
Addison Advisors
Vermont
$603K
ClearBridge Investments
205
ClearBridge Investments
New York
$592K
MCM
206
MAI Capital Management
Ohio
$592K
MCM
207
MidAtlantic Capital Management
Virginia
$568K
GWM
208
Geneos Wealth Management
Colorado
$565K
EPW
209
Evolve Private Wealth
California
$558K
CCM
210
Coldstream Capital Management
Washington
$552K
AFS
211
AFG Fiduciary Services
Massachusetts
$545K
AssetMark Inc
212
AssetMark Inc
California
$545K
WMWM
213
Whitaker-Myers Wealth Managers
Ohio
$533K
FA
214
Flagstar Advisors
New York
$521K
GIA
215
Gladstone Institutional Advisory
Florida
$520K
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$517K
AAS
217
Asset Allocation Strategies
Michigan
$511K
PFS
218
Prospera Financial Services
Texas
$507K
MWM
219
Maripau Wealth Management
Indiana
$506K
IA
220
IFP Advisors
Florida
$499K
GS
221
GTS Securities
New York
$489K
MAS
222
Meeder Advisory Services
Ohio
$485K
CIAS
223
CFS Investment Advisory Services
New Jersey
$483K
PA
224
Pinnacle Associates
New York
$482K
BCA
225
Bay Colony Advisors
Massachusetts
$476K