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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
OC
326
Oakworth Capital
Alabama
$33.7K
SJIM
327
St. Johns Investment Management
Florida
$32.1K
BCWM
328
Bartlett & Co Wealth Management
Ohio
$32.1K
NRG
329
Nemes Rush Group
Michigan
$29.2K
MHR
330
Matthew Hamilton Rosenberg
$28.1K
AIC
331
Archer Investment Corporation
Indiana
$27.4K
QWM
332
Quaker Wealth Management
New Jersey
$26.9K
ACA
333
Aptus Capital Advisors
Alabama
$22.1K
Q1WB
334
Quest 10 Wealth Builders
Virginia
$20.6K
EWP
335
Elevation Wealth Partners
California
$20.5K
MSG
336
Main Street Group
Virginia
$19.3K
WT
337
Whittier Trust
California
$19.3K
T
338
Transce3nd
Texas
$18.6K
EB
339
Eastern Bank
Massachusetts
$17.8K
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.8K
CAM
341
Creekmur Asset Management
Illinois
$14.6K
OP
342
ORG Partners
Indiana
$12.1K
MWM
343
Mascoma Wealth Management
New Hampshire
$10.2K
CMA
344
Cedar Mountain Advisors
Oregon
$9.71K
EWA
345
EverSource Wealth Advisors
Alabama
$8.42K
KFI
346
Key Financial Inc
Pennsylvania
$7.7K
SWM
347
Spire Wealth Management
Virginia
$7.3K
BDPWM
348
Barnes Dennig Private Wealth Management
Ohio
$6.26K
TCOT
349
Trust Company of Toledo
Ohio
$5.05K
S
350
SignatureFD
Georgia
$4.81K