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iShares Morningstar Mid-Cap Growth ETF

354 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, 161 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
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
SIM
276
Studio Investment Management
Illinois
$224K
BWA
277
BlueChip Wealth Advisors
Georgia
$222K
SI
278
Stephens Inc
Arkansas
$221K
SAM
279
Smartleaf Asset Management
Massachusetts
$217K
PA
280
Procyon Advisors
Connecticut
$215K
TPCW
281
TD Private Client Wealth
New York
$215K
OWA
282
Opal Wealth Advisors
New York
$213K
TSWM
283
Triangle Securities Wealth Management
North Carolina
$213K
AQR Capital Management
284
AQR Capital Management
Connecticut
$209K
ANBT
285
American National Bank & Trust
Texas
$208K
BCG
286
Breakwater Capital Group
New Jersey
$207K
LSA
287
Lansing Street Advisors
Pennsylvania
$204K
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$202K
ICMM
289
Integrated Capital Management (Michigan)
Michigan
$200K
PB
290
Pinnacle Bancorp
Nebraska
$183K
GIP
291
Granite Investment Partners
California
$183K
CSB
292
City State Bank
Iowa
$178K
HWA
293
Heartwood Wealth Advisors
Virginia
$177K
TLA
294
Tanglewood Legacy Advisors
Texas
$173K
AT
295
Avalon Trust
New Mexico
$165K
PA
296
Parallel Advisors
California
$153K
BTD
297
BankPlus Trust Department
Mississippi
$145K
NB
298
NBT Bank
New York
$137K
FHC
299
First Horizon Corporation
Tennessee
$135K
FP
300
Financial Perspectives
Minnesota
$129K