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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
TCOT
351
Trust Company of Toledo
Ohio
$5.05K
S
352
SignatureFD
Georgia
$4.81K
NC
353
North Capital
Utah
$4.52K
PA
354
Pineridge Advisors
Missouri
$4.5K
AUB
355
Atlantic Union Bankshares
Virginia
$4.17K
ADL
356
Asset Dedication LLC
California
$3.87K
EWM
357
EPG Wealth Management
Georgia
$3.85K
RPCA
358
Running Point Capital Advisors
California
$3.69K
KFGG
359
Keystone Financial Group (Georgia)
Georgia
$3.24K
PP
360
PrairieView Partners
Minnesota
$3K
FFA
361
Farther Finance Advisors
California
$1.81K
CPBTD
362
Central Pacific Bank - Trust Division
Hawaii
$1.44K
WCAMG
363
Woodard & Company Asset Management Group
North Carolina
$1.11K
MBFW
364
Morton Brown Family Wealth
Pennsylvania
$401
PWM
365
Provident Wealth Management
Tennessee
$80
AI
366
AdvisorShares Investments
Maryland
PA
367
PFG Advisors
Arizona
IA
368
Integrity Alliance
Iowa
Jane Street
369
Jane Street
New York
PAG
370
Private Advisory Group
Washington
Citadel Advisors
371
Citadel Advisors
Florida
Pathstone Holdings
372
Pathstone Holdings
New Jersey
GSC
373
G&S Capital
Colorado
AFM
374
Armstrong Fleming & Moore
District of Columbia
QCM
375
QRG Capital Management
Illinois