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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
HHGA
326
Halbert Hargrove Global Advisors
California
$36.9K
CAL
327
Capital Advisors Ltd
Ohio
$36K
OC
328
Oakworth Capital
Alabama
$33.7K
SJIM
329
St. Johns Investment Management
Florida
$32.1K
BCWM
330
Bartlett & Co Wealth Management
Ohio
$32.1K
NRG
331
Nemes Rush Group
Michigan
$29.2K
MHR
332
Matthew Hamilton Rosenberg
$28.1K
AIC
333
Archer Investment Corporation
Indiana
$27.4K
QWM
334
Quaker Wealth Management
New Jersey
$26.9K
ACA
335
Aptus Capital Advisors
Alabama
$22.1K
Q1WB
336
Quest 10 Wealth Builders
Virginia
$20.6K
EWP
337
Elevation Wealth Partners
California
$20.5K
MSG
338
Main Street Group
Virginia
$19.3K
WT
339
Whittier Trust
California
$19.3K
T
340
Transce3nd
Texas
$18.6K
EB
341
Eastern Bank
Massachusetts
$17.8K
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.8K
CAM
343
Creekmur Asset Management
Illinois
$14.6K
OP
344
ORG Partners
Indiana
$12.1K
MWM
345
Mascoma Wealth Management
New Hampshire
$10.2K
CMA
346
Cedar Mountain Advisors
Oregon
$9.71K
EWA
347
EverSource Wealth Advisors
Alabama
$8.42K
KFI
348
Key Financial Inc
Pennsylvania
$7.7K
SWM
349
Spire Wealth Management
Virginia
$7.3K
BDPWM
350
Barnes Dennig Private Wealth Management
Ohio
$6.26K