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iShares Morningstar Mid-Cap Growth ETF

354 hedge funds and large institutions have $2.05B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 161 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
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
$390K
BW
227
Blalock Williams
Alabama
$389K
AMM
228
American Money Management
California
$383K
AMG
229
Asset Management Group
Connecticut
$376K
HNWAG
230
High Net Worth Advisory Group
Florida
$372K
MCM
231
MAI Capital Management
Ohio
$370K
RF
232
rebel Financial
Ohio
$366K
JAG
233
Journey Advisory Group
Kentucky
$363K
MIC
234
Means Investment Company
Maine
$360K
US Bancorp
235
US Bancorp
Minnesota
$355K
SAM
236
Secure Asset Management
Michigan
$352K
EFA
237
Edge Financial Advisors
Illinois
$349K
RWM
238
Revisor Wealth Management
Ohio
$348K
LFG
239
Larson Financial Group
Missouri
$347K
Baird Financial Group
240
Baird Financial Group
Wisconsin
$343K
PTC
241
Private Trust Company
Ohio
$337K
WIP
242
WealthCare Investment Partners
Rhode Island
$336K
UIM
243
Unified Investment Management
Georgia
$335K
CA
244
Clearstead Advisors
Ohio
$322K
NCMW
245
Northern Capital Management (Washington)
Washington
$321K
HFW
246
Horizon Family Wealth
Illinois
$319K
LWM
247
LongView Wealth Management
Georgia
$313K
MWM
248
Modern Wealth Management
Kansas
$312K
RIA
249
Richwood Investment Advisors
Ohio
$310K
TC
250
TAGStone Capital
North Carolina
$310K