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iShares Morningstar Mid-Cap Growth ETF

352 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, 159 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
AIC
326
Archer Investment Corporation
Indiana
$28.3K
QWM
327
Quaker Wealth Management
New Jersey
$27.8K
FC
328
Financial Consulate
Maryland
$24.6K
ACA
329
Aptus Capital Advisors
Alabama
$22.8K
EWP
330
Elevation Wealth Partners
California
$20.9K
MSG
331
Main Street Group
Virginia
$20.1K
WT
332
Whittier Trust
California
$19.9K
WWA
333
Wealth Watch Advisors
Colorado
$19K
EB
334
Eastern Bank
Massachusetts
$18.4K
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
OP
336
ORG Partners
Indiana
$12.5K
CMA
337
Cedar Mountain Advisors
Oregon
$10K
EWA
338
EverSource Wealth Advisors
Alabama
$8.69K
CJ
339
Caitlin John
Michigan
$8.44K
SWM
340
Spire Wealth Management
Virginia
$8.11K
KFI
341
Key Financial Inc
Pennsylvania
$7.91K
BDPWM
342
Barnes Dennig Private Wealth Management
Ohio
$6.45K
TCOT
343
Trust Company of Toledo
Ohio
$5.21K
TFA
344
Transamerica Financial Advisors
Florida
$5.06K
S
345
SignatureFD
Georgia
$4.96K
NC
346
North Capital
Utah
$4.75K
ADL
347
Asset Dedication LLC
California
$4K
EWM
348
EPG Wealth Management
Georgia
$3.97K
KFGG
349
Keystone Financial Group (Georgia)
Georgia
$3.29K
AUB
350
Atlantic Union Bankshares
Virginia
$3.14K