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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
WAG
326
Windsor Advisory Group
Ohio
$30.6K
NRG
327
Nemes Rush Group
Michigan
$30.2K
AIC
328
Archer Investment Corporation
Indiana
$28.3K
QWM
329
Quaker Wealth Management
New Jersey
$27.8K
FC
330
Financial Consulate
Maryland
$24.6K
ACA
331
Aptus Capital Advisors
Alabama
$22.8K
EWP
332
Elevation Wealth Partners
California
$20.9K
MSG
333
Main Street Group
Virginia
$20.1K
WT
334
Whittier Trust
California
$19.9K
WWA
335
Wealth Watch Advisors
Colorado
$19K
EB
336
Eastern Bank
Massachusetts
$18.4K
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
OP
338
ORG Partners
Indiana
$12.5K
CMA
339
Cedar Mountain Advisors
Oregon
$10K
EWA
340
EverSource Wealth Advisors
Alabama
$8.69K
CJ
341
Caitlin John
Michigan
$8.44K
SWM
342
Spire Wealth Management
Virginia
$8.11K
KFI
343
Key Financial Inc
Pennsylvania
$7.91K
BDPWM
344
Barnes Dennig Private Wealth Management
Ohio
$6.45K
TCOT
345
Trust Company of Toledo
Ohio
$5.21K
TFA
346
Transamerica Financial Advisors
Florida
$5.06K
S
347
SignatureFD
Georgia
$4.96K
NC
348
North Capital
Utah
$4.75K
ADL
349
Asset Dedication LLC
California
$4K
EWM
350
EPG Wealth Management
Georgia
$3.97K