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iShares Morningstar Mid-Cap Growth ETF

354 hedge funds and large institutions have $1.51B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 353354 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $24K

Holders
354
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
$24K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFG Advisory
Georgia
$345K
LWM
227
Liberty Wealth Management
California
$338K
UIM
228
Unified Investment Management
Georgia
$337K
US Bancorp
229
US Bancorp
Minnesota
$329K
MIC
230
Means Investment Company
Maine
$328K
MCM
231
MAI Capital Management
Ohio
$328K
AMG
232
Asset Management Group
Connecticut
$323K
HNWAG
233
High Net Worth Advisory Group
Florida
$321K
JAG
234
Journey Advisory Group
Kentucky
$313K
LFG
235
Larson Financial Group
Missouri
$309K
NWM
236
Nova Wealth Management
Florida
$309K
MCWS
237
McKinley Carter Wealth Services
West Virginia
$299K
SWM
238
Silverlake Wealth Management
Vermont
$298K
RWM
239
Revisor Wealth Management
Ohio
$297K
AAS
240
Ameritas Advisory Services
Nebraska
$296K
PTC
241
Private Trust Company
Ohio
$286K
CA
242
Clearstead Advisors
Ohio
$278K
NCMW
243
Northern Capital Management (Washington)
Washington
$277K
GS
244
GWN Securities
Florida
$277K
DAS
245
Dynamic Advisor Solutions
Arizona
$277K
PCIA
246
Prime Capital Investment Advisors
Kansas
$276K
HFW
247
Horizon Family Wealth
Illinois
$274K
CAS
248
Coppell Advisory Solutions
Texas
$271K
RW
249
Rede Wealth
Virginia
$270K
MWM
250
Maripau Wealth Management
Indiana
$270K