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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
CPBTD
351
Central Pacific Bank - Trust Division
Hawaii
$1.49K
WCAMG
352
Woodard & Company Asset Management Group
North Carolina
$1.14K
MBFW
353
Morton Brown Family Wealth
Pennsylvania
$414
PWM
354
Provident Wealth Management
Tennessee
$83
AAP
355
Arax Advisory Partners
Colorado
SWGC
356
Summit Wealth Group (Colorado)
Colorado
LWL
357
Leo Wealth LLC
Texas
LAS
358
Lloyd Advisory Services
Georgia
VIPI
359
Vista Investment Partners II
Indiana
BOSSRA
360
B.O.S.S. Retirement Advisors
Utah
FIA
361
Foundations Investment Advisors
Arizona
Renaissance Technologies
362
Renaissance Technologies
New York
RW
363
Rede Wealth
Virginia
Wolverine Trading
364
Wolverine Trading
Illinois
RBFC
365
Roman Butler Fullerton & Co
Missouri
MWM
366
Mascagni Wealth Management
Mississippi
SFG
367
Sage Financial Group
Pennsylvania
MF
368
Montis Financial
Massachusetts
BIG
369
Brookwood Investment Group
Arizona
IWN
370
Independent Wealth Network
Iowa
SWP
371
Strategic Wealth Partners
Ohio
BCMLT
372
Beacon Capital Management LLC (Tennessee)
Tennessee
SS
373
Sunbelt Securities
Texas
CWP
374
Concord Wealth Partners
Virginia
CPA
375
Compass Planning Associates
Massachusetts