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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
CSB
301
City State Bank
Iowa
$172K
TLA
302
Tanglewood Legacy Advisors
Texas
$168K
PA
303
Parallel Advisors
California
$148K
EWA
304
EP Wealth Advisors
California
$143K
BTD
305
BankPlus Trust Department
Mississippi
$141K
NB
306
NBT Bank
New York
$133K
FP
307
Financial Perspectives
Minnesota
$125K
BCMLT
308
Beacon Capital Management LLC (Tennessee)
Tennessee
$119K
CF
309
Centaurus Financial
California
$106K
MWM
310
MGB Wealth Management
Texas
$104K
CWP
311
Concord Wealth Partners
Virginia
$86.3K
SS
312
Sunbelt Securities
Texas
$83K
HNB
313
Huntington National Bank
Ohio
$74.1K
OA
314
Operose Advisors
Wisconsin
$71.2K
MFT
315
Moisand Fitzgerald Tamayo
Florida
$62.1K
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$59.5K
NS
317
NBC Securities
Alabama
$58K
TCM
318
TD Capital Management
Tennessee
$57.8K
CPA
319
Compass Planning Associates
Massachusetts
$57.7K
Franklin Resources
320
Franklin Resources
California
$50.3K
GEA
321
Glen Eagle Advisors
New Jersey
$50K
Russell Investments Group
322
Russell Investments Group
United Kingdom
$49.2K
MA
323
MCF Advisors
Kentucky
$44.1K
SL
324
Salomon & Ludwin
Virginia
$41.6K
TFGT
325
TS Financial Group (TSFG)
Illinois
$41K