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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 %
TCM
301
TD Capital Management
Tennessee
$51.4K +$71 +1 +0.1%
NS
302
NBC Securities
Alabama
$51K +$51K +726 New
OPTFSNA
303
Old Point Trust & Financial Services N A
Virginia
$39.6K +$39.6K +554 New
MA
304
MCF Advisors
Kentucky
$39.3K
TFGT
305
TS Financial Group (TSFG)
Illinois
$37K
SL
306
Salomon & Ludwin
Virginia
$36.9K
GM
307
GeoWealth Management
Illinois
$36.7K -$12.7M -177,916 -100%
RMP
308
Richards, Merrill & Peterson
Washington
$36.4K
SJIM
309
St. Johns Investment Management
Florida
$35.7K -$21.4K -300 -38%
CPA
310
Compass Planning Associates
Massachusetts
$35.7K +$15.3K +214 +75%
HHGA
311
Halbert Hargrove Global Advisors
California
$35.5K
GEA
312
Glen Eagle Advisors
New Jersey
$33.9K +$5.71K +80 +20%
Russell Investments Group
313
Russell Investments Group
United Kingdom
$33.8K +$26.3K +368 +347%
CAL
314
Capital Advisors Ltd
Ohio
$32K -$32K -453 -50%
OC
315
Oakworth Capital
Alabama
$30K
HNB
316
Huntington National Bank
Ohio
$29.3K -$31K
BCWM
317
Bartlett & Co Wealth Management
Ohio
$28.6K
MHR
318
Matthew Hamilton Rosenberg
$28.2K -$4.07K -57 -13%
NRG
319
Nemes Rush Group
Michigan
$26K +$26K +364 New
AIC
320
Archer Investment Corporation
Indiana
$24.4K
ACA
321
Aptus Capital Advisors
Alabama
$19.7K
Q1WB
322
Quest 10 Wealth Builders
Virginia
$19K +$19K +266 New
EWP
323
Elevation Wealth Partners
California
$18.2K
OP
324
ORG Partners
Indiana
$18K +$18K +251 New
MSG
325
Main Street Group
Virginia
$17.2K