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iShares Morningstar Mid-Cap Growth ETF

359 hedge funds and large institutions have $1.69B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 132 reducing their positions, and 29 closing their positions.

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
4.82%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
39
Increased
120
Reduced
132
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GS
226
GWN Securities
Florida
$376K +$64.4K +802 +21%
AMM
227
American Money Management
California
$371K -$83.3K -1,038 -18%
MIC
228
Means Investment Company
Maine
$369K +$241 +3 +0.1%
AMG
229
Asset Management Group
Connecticut
$364K +$642 +8 +0.2%
HNWAG
230
High Net Worth Advisory Group
Florida
$361K
RF
231
rebel Financial
Ohio
$359K +$359K +4,477 New
MCM
232
MAI Capital Management
Ohio
$359K -$9.79K -122 -3%
MWM
233
Maripau Wealth Management
Indiana
$359K +$53.3K +660 +17%
SAW
234
Signal Advisors Wealth
Michigan
$359K +$55.4K +691 +18%
DC
235
Davenport & Co
Virginia
$357K -$2.81M -35,020 -89%
JAG
236
Journey Advisory Group
Kentucky
$352K
Baird Financial Group
237
Baird Financial Group
Wisconsin
$333K -$921K -11,476 -73%
LFG
238
Larson Financial Group
Missouri
$331K -$16K -199 -5%
WIP
239
WealthCare Investment Partners
Rhode Island
$330K +$569 +7 +0.2%
PTC
240
Private Trust Company
Ohio
$329K +$7.94K +99 +2%
RWM
241
Revisor Wealth Management
Ohio
$326K -$10.2K -126 -3%
AAS
242
Ameritas Advisory Services
Nebraska
$320K -$9.71K -121 -3%
CA
243
Clearstead Advisors
Ohio
$312K -$80 -1 -0%
NCMW
244
Northern Capital Management (Washington)
Washington
$311K
HFW
245
Horizon Family Wealth
Illinois
$308K +$562 +7 +0.2%
DAS
246
Dynamic Advisor Solutions
Arizona
$307K -$3.45K -43 -1%
Renaissance Technologies
247
Renaissance Technologies
New York
$305K -$465K -5,800 -60%
RW
248
Rede Wealth
Virginia
$304K
MWM
249
Modern Wealth Management
Kansas
$303K +$303K +3,776 New
RIA
250
Richwood Investment Advisors
Ohio
$301K