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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 %
SFG
276
Snider Financial Group
Washington
$205K -$7K -98 -3%
RIP
277
RAM Investment Partners
Washington
$205K
PCA
278
Prosperity Capital Advisors
Ohio
$204K -$12.2K -169 -6%
ICMM
279
Integrated Capital Management (Michigan)
Michigan
$204K -$8.35K -117 -4%
AF
280
Allworth Financial
California
$201K -$1.92K -27 -0.9%
TPCW
281
TD Private Client Wealth
New York
$193K -$559K -7,830 -74%
OWA
282
Opal Wealth Advisors
New York
$184K +$184K +2,572 New
SAM
283
Smartleaf Asset Management
Massachusetts
$166K +$27.7K +388 +20%
PB
284
Pinnacle Bancorp
Nebraska
$161K
CSB
285
City State Bank
Iowa
$153K
TLA
286
Tanglewood Legacy Advisors
Texas
$150K
BTD
287
BankPlus Trust Department
Mississippi
$125K
NB
288
NBT Bank
New York
$118K
FP
289
Financial Perspectives
Minnesota
$111K +$11.6K +163 +12%
BCMLT
290
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K
PA
291
Parallel Advisors
California
$101K +$22.1K +310 +28%
MWM
292
MGB Wealth Management
Texas
$92.9K
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$89.4K +$43.9K +615 +97%
BTI
294
Blue Trust Inc
Georgia
$77.1K
TRCT
295
Tower Research Capital (TRC)
New York
$72.2K +$72.2K +1,011 New
SIM
296
Synergy Investment Management
Florida
$70K
OA
297
Operose Advisors
Wisconsin
$63.4K
PWA
298
Provenance Wealth Advisors
Florida
$63.3K
Franklin Resources
299
Franklin Resources
California
$59.1K
MFT
300
Moisand Fitzgerald Tamayo
Florida
$55.3K