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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
Holders
401
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
AA
201
Addison Advisors
Vermont
$633K
GIA
202
Gladstone Institutional Advisory
Florida
$629K
OBWG
203
Onyx Bridge Wealth Group
New York
$629K
FWP
204
Falcon Wealth Planning
California
$617K
SC
205
Savant Capital
Illinois
$609K
ASN
206
Advisory Services Network
Georgia
$603K
MCM
207
MidAtlantic Capital Management
Virginia
$560K
GWM
208
Geneos Wealth Management
Colorado
$557K
EPW
209
Evolve Private Wealth
California
$550K
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$544K
AFS
211
AFG Fiduciary Services
Massachusetts
$544K
ClearBridge Investments
212
ClearBridge Investments
New York
$536K
MWM
213
Maripau Wealth Management
Indiana
$521K
WMWM
214
Whitaker-Myers Wealth Managers
Ohio
$515K
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$510K
IA
216
IFP Advisors
Florida
$502K
BWS
217
Buck Wealth Strategies
Colorado
$492K
MAG
218
Mayfair Advisory Group
Alabama
$486K
PFS
219
Prospera Financial Services
Texas
$485K
FA
220
Flagstar Advisors
New York
$483K
AAS
221
Asset Allocation Strategies
Michigan
$469K
KFS
222
Kaizen Financial Strategies
California
$467K
WCM
223
WealthTrak Capital Management
Virginia
$466K
BCA
224
Bay Colony Advisors
Massachusetts
$460K
CCM
225
Coldstream Capital Management
Washington
$442K