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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
PA
301
Parallel Advisors
California
$148K
EWA
302
EP Wealth Advisors
California
$143K
BTD
303
BankPlus Trust Department
Mississippi
$141K
NB
304
NBT Bank
New York
$133K
FP
305
Financial Perspectives
Minnesota
$125K
BCMLT
306
Beacon Capital Management LLC (Tennessee)
Tennessee
$119K
CF
307
Centaurus Financial
California
$106K
MWM
308
MGB Wealth Management
Texas
$104K
CWP
309
Concord Wealth Partners
Virginia
$86.3K
SS
310
Sunbelt Securities
Texas
$83K
HNB
311
Huntington National Bank
Ohio
$74.1K
OA
312
Operose Advisors
Wisconsin
$71.2K
MFT
313
Moisand Fitzgerald Tamayo
Florida
$62.1K
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$59.5K
NS
315
NBC Securities
Alabama
$58K
TCM
316
TD Capital Management
Tennessee
$57.8K
CPA
317
Compass Planning Associates
Massachusetts
$57.7K
Franklin Resources
318
Franklin Resources
California
$50.3K
GEA
319
Glen Eagle Advisors
New Jersey
$50K
Russell Investments Group
320
Russell Investments Group
United Kingdom
$49.2K
MA
321
MCF Advisors
Kentucky
$44.1K
SL
322
Salomon & Ludwin
Virginia
$41.6K
TFGT
323
TS Financial Group (TSFG)
Illinois
$41K
HHGA
324
Halbert Hargrove Global Advisors
California
$36.9K
CAL
325
Capital Advisors Ltd
Ohio
$36K