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iShares Morningstar Mid-Cap Growth ETF

352 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, 159 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
DAS
251
Dynamic Advisor Solutions
Arizona
$304K
BAMG
252
Brand Asset Management Group
Missouri
$295K
PFP
253
Pinnacle Financial Partners
Tennessee
$293K
JCM
254
Jacobi Capital Management
Pennsylvania
$291K
HFA
255
High Falls Advisors
New York
$290K
DADC
256
D.A. Davidson & Co
Montana
$286K
SG
257
StoneX Group
New York
$284K
FA
258
FC Advisory
Pennsylvania
$280K
DAM
259
Delta Asset Management
Tennessee
$278K
JIC
260
Johnson Investment Counsel
Ohio
$277K
VA
261
Valmark Advisers
Ohio
$276K
SWP
262
Stratos Wealth Partners
Ohio
$272K
SFC
263
Strategic Financial Concepts
Texas
$267K
BWL
264
Bogart Wealth LLC
Virginia
$257K
CW
265
CreativeOne Wealth
Kansas
$257K
KCM
266
Kendall Capital Management
Maryland
$254K
EAM
267
Evanson Asset Management
California
$248K
MPIA
268
Milestones Private Investment Advisors
New York
$239K
SFG
269
Snider Financial Group
Washington
$238K
RIP
270
RAM Investment Partners
Washington
$237K
PCA
271
Prosperity Capital Advisors
Ohio
$235K
DC
272
Dahring Cusmano
Michigan
$229K
LPFG
273
Landing Point Financial Group
Ohio
$225K
SIM
274
Studio Investment Management
Illinois
$224K
BWA
275
BlueChip Wealth Advisors
Georgia
$222K