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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
Holders
354
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
4.81%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
34
Increased
142
Reduced
99
Closed
26
Calls
Puts
$24K
Net Calls
-$24K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
251
Maripau Wealth Management
Indiana
$270K +$42.5K +595 +19%
WIP
252
WealthCare Investment Partners
Rhode Island
$270K +$465 +7 +0.2%
RIA
253
Richwood Investment Advisors
Ohio
$268K
TC
254
TAGStone Capital
North Carolina
$267K +$5.92K +83 +2%
BAMG
255
Brand Asset Management Group
Missouri
$263K
IWN
256
Independent Wealth Network
Iowa
$259K +$60.9K +852 +31%
HFA
257
High Falls Advisors
New York
$259K +$8.71K +122 +3%
RBFC
258
Roman Butler Fullerton & Co
Missouri
$258K +$48.5K +705 +23%
SG
259
StoneX Group
New York
$252K -$10.9K -153 -4%
PFP
260
Pinnacle Financial Partners
Tennessee
$249K
OPS
261
Orion Portfolio Solutions
Nebraska
$249K
BCI
262
Brinker Capital Investments
Pennsylvania
$249K
SFC
263
Strategic Financial Concepts
Texas
$248K +$429 +6 +0.2%
FCA
264
Fortis Capital Advisors
Kansas
$247K +$247K +3,452 New
FA
265
FC Advisory
Pennsylvania
$242K +$429 +6 +0.2%
DAM
266
Delta Asset Management
Tennessee
$240K
MF
267
Montis Financial
Massachusetts
$238K -$112K -1,567 -32%
SFG
268
Sage Financial Group
Pennsylvania
$236K +$71 +1 +0%
MWM
269
Mascagni Wealth Management
Mississippi
$227K
BWL
270
Bogart Wealth LLC
Virginia
$226K +$17.4K +244 +8%
KCM
271
Kendall Capital Management
Maryland
$219K +$143 +2 +0.1%
CAGAS
272
Capital Advisory Group Advisory Services
Minnesota
$216K -$25.4K -355 -10%
EAM
273
Evanson Asset Management
California
$214K
DC
274
Dahring Cusmano
Michigan
$213K -$27.4K -383 -11%
SI
275
Stephens Inc
Arkansas
$211K +$211K +2,952 New