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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
SI
276
Stephens Inc
Arkansas
$221K
SAM
277
Smartleaf Asset Management
Massachusetts
$217K
PA
278
Procyon Advisors
Connecticut
$215K
TPCW
279
TD Private Client Wealth
New York
$215K
OWA
280
Opal Wealth Advisors
New York
$213K
TSWM
281
Triangle Securities Wealth Management
North Carolina
$213K
AQR Capital Management
282
AQR Capital Management
Connecticut
$209K
ANBT
283
American National Bank & Trust
Texas
$208K
BCG
284
Breakwater Capital Group
New Jersey
$207K
LSA
285
Lansing Street Advisors
Pennsylvania
$204K
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
$202K
ICMM
287
Integrated Capital Management (Michigan)
Michigan
$200K
PB
288
Pinnacle Bancorp
Nebraska
$183K
GIP
289
Granite Investment Partners
California
$183K
CSB
290
City State Bank
Iowa
$178K
HWA
291
Heartwood Wealth Advisors
Virginia
$177K
TLA
292
Tanglewood Legacy Advisors
Texas
$173K
AT
293
Avalon Trust
New Mexico
$165K
PA
294
Parallel Advisors
California
$153K
BTD
295
BankPlus Trust Department
Mississippi
$145K
NB
296
NBT Bank
New York
$137K
FHC
297
First Horizon Corporation
Tennessee
$135K
FP
298
Financial Perspectives
Minnesota
$129K
AWM
299
AE Wealth Management
Kansas
$115K
CI
300
CX Institutional
Indiana
$112K