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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
AWM
301
AE Wealth Management
Kansas
$115K
CI
302
CX Institutional
Indiana
$112K
CF
303
Centaurus Financial
California
$108K
MWM
304
MGB Wealth Management
Texas
$108K
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$83.1K
HNB
306
Huntington National Bank
Ohio
$76.4K
OA
307
Operose Advisors
Wisconsin
$73.5K
MFT
308
Moisand Fitzgerald Tamayo
Florida
$64K
GWS
309
Greykasell Wealth Strategies
California
$60.5K
NS
310
NBC Securities
Alabama
$60.1K
TCM
311
TD Capital Management
Tennessee
$59.7K
AAS
312
Ameritas Advisory Services
Nebraska
$58.3K
GEA
313
Glen Eagle Advisors
New Jersey
$56.8K
Russell Investments Group
314
Russell Investments Group
United Kingdom
$53.4K
Franklin Resources
315
Franklin Resources
California
$51.9K
MA
316
MCF Advisors
Kentucky
$45.5K
GF
317
GGM Financials
Ohio
$44.2K
TFGT
318
TS Financial Group (TSFG)
Illinois
$43K
SL
319
Salomon & Ludwin
Virginia
$42.9K
HHGA
320
Halbert Hargrove Global Advisors
California
$38.1K
CAL
321
Capital Advisors Ltd
Ohio
$37K
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$36.9K
OC
323
Oakworth Capital
Alabama
$34.7K
SJIM
324
St. Johns Investment Management
Florida
$33.1K
BCWM
325
Bartlett & Co Wealth Management
Ohio
$33.1K