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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
KFGG
351
Keystone Financial Group (Georgia)
Georgia
$3.29K
AUB
352
Atlantic Union Bankshares
Virginia
$3.14K
CPBTD
353
Central Pacific Bank - Trust Division
Hawaii
$1.49K
WCAMG
354
Woodard & Company Asset Management Group
North Carolina
$1.14K
MBFW
355
Morton Brown Family Wealth
Pennsylvania
$414
PWM
356
Provident Wealth Management
Tennessee
$83
AAP
357
Arax Advisory Partners
Colorado
SWGC
358
Summit Wealth Group (Colorado)
Colorado
LWL
359
Leo Wealth LLC
Texas
LAS
360
Lloyd Advisory Services
Georgia
VIPI
361
Vista Investment Partners II
Indiana
BOSSRA
362
B.O.S.S. Retirement Advisors
Utah
FIA
363
Foundations Investment Advisors
Arizona
Renaissance Technologies
364
Renaissance Technologies
New York
RW
365
Rede Wealth
Virginia
Wolverine Trading
366
Wolverine Trading
Illinois
RBFC
367
Roman Butler Fullerton & Co
Missouri
MWM
368
Mascagni Wealth Management
Mississippi
SFG
369
Sage Financial Group
Pennsylvania
MF
370
Montis Financial
Massachusetts
BIG
371
Brookwood Investment Group
Arizona
IWN
372
Independent Wealth Network
Iowa
SWP
373
Strategic Wealth Partners
Ohio
BCMLT
374
Beacon Capital Management LLC (Tennessee)
Tennessee
SS
375
Sunbelt Securities
Texas