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iShares Morningstar Mid-Cap Growth ETF

364 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 41 funds opening new positions, 120 increasing their positions, 134 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:

0.09% less ownership

Funds ownership: 60.71%60.61% (-0.09%)

10% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 134

Holders
364
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
BW
227
Blalock Williams
Alabama
$377K
GS
228
GWN Securities
Florida
$376K
AMM
229
American Money Management
California
$371K
MIC
230
Means Investment Company
Maine
$369K
AMG
231
Asset Management Group
Connecticut
$364K
HNWAG
232
High Net Worth Advisory Group
Florida
$361K
RF
233
rebel Financial
Ohio
$359K
MCM
234
MAI Capital Management
Ohio
$359K
MWM
235
Maripau Wealth Management
Indiana
$359K
SAW
236
Signal Advisors Wealth
Michigan
$359K
DC
237
Davenport & Co
Virginia
$357K
JAG
238
Journey Advisory Group
Kentucky
$352K
Baird Financial Group
239
Baird Financial Group
Wisconsin
$333K
LFG
240
Larson Financial Group
Missouri
$331K
WIP
241
WealthCare Investment Partners
Rhode Island
$330K
PTC
242
Private Trust Company
Ohio
$329K
RWM
243
Revisor Wealth Management
Ohio
$326K
AAS
244
Ameritas Advisory Services
Nebraska
$320K
CA
245
Clearstead Advisors
Ohio
$312K
NCMW
246
Northern Capital Management (Washington)
Washington
$311K
HFW
247
Horizon Family Wealth
Illinois
$308K
DAS
248
Dynamic Advisor Solutions
Arizona
$307K
Renaissance Technologies
249
Renaissance Technologies
New York
$305K
RW
250
Rede Wealth
Virginia
$304K