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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
RIA
251
Richwood Investment Advisors
Ohio
$301K
TC
252
TAGStone Capital
North Carolina
$301K
LWM
253
LongView Wealth Management
Georgia
$296K
BAMG
254
Brand Asset Management Group
Missouri
$291K
CW
255
CreativeOne Wealth
Kansas
$286K
SG
256
StoneX Group
New York
$285K
HFA
257
High Falls Advisors
New York
$281K
AT
258
Avalon Trust
New Mexico
$281K
BCI
259
Brinker Capital Investments
Pennsylvania
$279K
JCM
260
Jacobi Capital Management
Pennsylvania
$275K
FA
261
FC Advisory
Pennsylvania
$272K
DAM
262
Delta Asset Management
Tennessee
$270K
JIC
263
Johnson Investment Counsel
Ohio
$269K
SWP
264
Stratos Wealth Partners
Ohio
$264K
Wolverine Trading
265
Wolverine Trading
Illinois
$261K
SFC
266
Strategic Financial Concepts
Texas
$258K
SAM
267
Secure Asset Management
Michigan
$255K
BWL
268
Bogart Wealth LLC
Virginia
$254K
KCM
269
Kendall Capital Management
Maryland
$246K
RBFC
270
Roman Butler Fullerton & Co
Missouri
$244K
EAM
271
Evanson Asset Management
California
$241K
DC
272
Dahring Cusmano
Michigan
$235K
ICMM
273
Integrated Capital Management (Michigan)
Michigan
$232K
MPIA
274
Milestones Private Investment Advisors
New York
$231K
SFG
275
Snider Financial Group
Washington
$230K