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iShares Morningstar Mid-Cap Growth ETF

362 hedge funds and large institutions have $1.7B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 120 increasing their positions, 133 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.31% more ownership

Funds ownership: 60.69%61% (+0.31%)

10% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 133

Holders
362
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
SWM
226
Silverlake Wealth Management
Vermont
$378K
GS
227
GWN Securities
Florida
$376K
AMM
228
American Money Management
California
$371K
MIC
229
Means Investment Company
Maine
$369K
AMG
230
Asset Management Group
Connecticut
$364K
HNWAG
231
High Net Worth Advisory Group
Florida
$361K
RF
232
rebel Financial
Ohio
$359K
MCM
233
MAI Capital Management
Ohio
$359K
MWM
234
Maripau Wealth Management
Indiana
$359K
SAW
235
Signal Advisors Wealth
Michigan
$359K
DC
236
Davenport & Co
Virginia
$357K
JAG
237
Journey Advisory Group
Kentucky
$352K
Baird Financial Group
238
Baird Financial Group
Wisconsin
$333K
LFG
239
Larson Financial Group
Missouri
$331K
WIP
240
WealthCare Investment Partners
Rhode Island
$330K
PTC
241
Private Trust Company
Ohio
$329K
RWM
242
Revisor Wealth Management
Ohio
$326K
AAS
243
Ameritas Advisory Services
Nebraska
$320K
CA
244
Clearstead Advisors
Ohio
$312K
NCMW
245
Northern Capital Management (Washington)
Washington
$311K
HFW
246
Horizon Family Wealth
Illinois
$308K
DAS
247
Dynamic Advisor Solutions
Arizona
$307K
Renaissance Technologies
248
Renaissance Technologies
New York
$305K
RW
249
Rede Wealth
Virginia
$304K
MWM
250
Modern Wealth Management
Kansas
$303K