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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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$15.9M
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$15.8M
CWM
28
Capital Wealth Management
Rhode Island
$14.6M
FF
29
Fortitude Financial
Washington
$14.1M
BFC
30
Bedel Financial Consulting
Indiana
$12.8M
AFG
31
Allegheny Financial Group
Pennsylvania
$12.4M
CFD
32
Creative Financial Designs
Indiana
$12.3M
ES
33
Eagle Strategies
New York
$11.5M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.4M
PAG
35
Private Advisor Group
New Jersey
$11.4M
EA
36
Eclectic Associates
California
$11.3M
SPC
37
Sigma Planning Corp
Michigan
$10.4M
IIC
38
Integrated Investment Consultants
Michigan
$10.3M
PWM
39
PTM Wealth Management
United States
$10.2M
NFG
40
Nations Financial Group
Iowa
$10M
ERFOTCOFW
41
Employees Retirement Fund of the City of Fort Worth
Texas
$9.3M
SCA
42
Scott Capital Advisors
Oregon
$9.19M
AT
43
American Trust
Kentucky
$9.19M
Truist Financial
44
Truist Financial
North Carolina
$8.47M
MOS
45
MGO One Seven
Ohio
$8.15M
PP
46
PFS Partners
New Jersey
$8.04M
WTFG
47
Wood Tarver Financial Group
Idaho
$8M
TF
48
Tandem Financial
Colorado
$7.79M
ECA
49
Elevation Capital Advisory
Oregon
$7.73M
SPIA
50
Steward Partners Investment Advisory
New York
$7.53M