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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
RIP
276
RAM Investment Partners
Washington
$230K
SI
277
Stephens Inc
Arkansas
$229K
PCA
278
Prosperity Capital Advisors
Ohio
$228K
MWM
279
Mascagni Wealth Management
Mississippi
$227K
AF
280
Allworth Financial
California
$225K
SFG
281
Sage Financial Group
Pennsylvania
$224K
LPFG
282
Landing Point Financial Group
Ohio
$218K
MF
283
Montis Financial
Massachusetts
$215K
BIG
284
Brookwood Investment Group
Arizona
$212K
IWN
285
Independent Wealth Network
Iowa
$211K
SAM
286
Smartleaf Asset Management
Massachusetts
$211K
VA
287
Valmark Advisers
Ohio
$209K
PA
288
Procyon Advisors
Connecticut
$208K
OWA
289
Opal Wealth Advisors
New York
$206K
DADC
290
D.A. Davidson & Co
Montana
$206K
TPCW
291
TD Private Client Wealth
New York
$204K
LSA
292
Lansing Street Advisors
Pennsylvania
$203K
AQR Capital Management
293
AQR Capital Management
Connecticut
$203K
ANBT
294
American National Bank & Trust
Texas
$202K
BCG
295
Breakwater Capital Group
New Jersey
$200K
SWP
296
Strategic Wealth Partners
Ohio
$197K
PB
297
Pinnacle Bancorp
Nebraska
$178K
GIP
298
Granite Investment Partners
California
$177K
CSB
299
City State Bank
Iowa
$172K
TLA
300
Tanglewood Legacy Advisors
Texas
$168K