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iShares Morningstar Mid-Cap Growth ETF

364 hedge funds and large institutions have $1.69B 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, 134 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:

0.09% less ownership

Funds ownership: 60.71%60.61% (-0.09%)

10% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 134

Holders
364
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
MPIA
276
Milestones Private Investment Advisors
New York
$231K
SFG
277
Snider Financial Group
Washington
$230K
RIP
278
RAM Investment Partners
Washington
$230K
SI
279
Stephens Inc
Arkansas
$229K
PCA
280
Prosperity Capital Advisors
Ohio
$228K
MWM
281
Mascagni Wealth Management
Mississippi
$227K
AF
282
Allworth Financial
California
$225K
SFG
283
Sage Financial Group
Pennsylvania
$224K
LPFG
284
Landing Point Financial Group
Ohio
$218K
MF
285
Montis Financial
Massachusetts
$215K
BIG
286
Brookwood Investment Group
Arizona
$212K
IWN
287
Independent Wealth Network
Iowa
$211K
SAM
288
Smartleaf Asset Management
Massachusetts
$211K
VA
289
Valmark Advisers
Ohio
$209K
PA
290
Procyon Advisors
Connecticut
$208K
OWA
291
Opal Wealth Advisors
New York
$206K
DADC
292
D.A. Davidson & Co
Montana
$206K
TPCW
293
TD Private Client Wealth
New York
$204K
LSA
294
Lansing Street Advisors
Pennsylvania
$203K
AQR Capital Management
295
AQR Capital Management
Connecticut
$203K
ANBT
296
American National Bank & Trust
Texas
$202K
BCG
297
Breakwater Capital Group
New Jersey
$200K
SWP
298
Strategic Wealth Partners
Ohio
$197K
PB
299
Pinnacle Bancorp
Nebraska
$178K
GIP
300
Granite Investment Partners
California
$177K