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iShares Morningstar Mid-Cap Growth ETF

354 hedge funds and large institutions have $1.51B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 353354 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $24K

Holders
354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$24K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
26
IAG Wealth Partners
Wisconsin
$13.2M
MTC
27
Matrix Trust Company
Colorado
$13.1M
SCM
28
Steele Capital Management
Iowa
$13.1M
CWM
29
Capital Wealth Management
Rhode Island
$11.5M
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$11.5M
BFC
31
Bedel Financial Consulting
Indiana
$11M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$10.3M
SPC
33
Sigma Planning Corp
Michigan
$9.2M
ES
34
Eagle Strategies
New York
$8.91M
ERFOTCOFW
35
Employees Retirement Fund of the City of Fort Worth
Texas
$8.79M
PAG
36
Private Advisor Group
New Jersey
$8.75M
ECA
37
Elevation Capital Advisory
Oregon
$8.73M
IIC
38
Integrated Investment Consultants
Michigan
$8.63M
SCA
39
Scott Capital Advisors
Oregon
$8.61M
MOS
40
MGO One Seven
Ohio
$8.06M
MFG
41
Marmo Financial Group
Tennessee
$7.85M
NFG
42
Nations Financial Group
Iowa
$7.78M
SOWAS
43
Silver Oak Wealth Advisors Services
California
$7.31M
Truist Financial
44
Truist Financial
North Carolina
$7.29M
PP
45
PFS Partners
New Jersey
$6.83M
PWM
46
PTM Wealth Management
United States
$6.73M
AFG
47
Allegheny Financial Group
Pennsylvania
$6.66M
SPIA
48
Steward Partners Investment Advisory
New York
$6.34M
WTFG
49
Wood Tarver Financial Group
Idaho
$6.31M
OC
50
Oppenheimer & Co
New York
$6.28M