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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
OC
51
OxenFree Capital
Florida
$7.24M
MML Investors Services
52
MML Investors Services
Massachusetts
$7.12M
SOWAS
53
Silver Oak Wealth Advisors Services
California
$7.09M
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$6.54M
IAG
55
Ipsen Advisor Group
Arkansas
$6.51M
CAC
56
Certified Advisory Corp
Florida
$6.25M
JP Morgan Chase
57
JP Morgan Chase
New York
$6.09M
OC
58
Oppenheimer & Co
New York
$6.04M
MYIA
59
Mount Yale Investment Advisors
Colorado
$5.98M
VAS
60
Vestmark Advisory Solutions
Massachusetts
$5.89M
VCM
61
Verde Capital Management
Michigan
$5.58M
NA
62
NewEdge Advisors
Louisiana
$5.46M
CWM
63
Castle Wealth Management
Florida
$5.15M
KAS
64
Kestra Advisory Services
Texas
$4.87M
SAM
65
Summit Asset Management
Tennessee
$4.86M
SWM
66
Steinberganna Wealth Management
New York
$4.8M
MSA
67
Marino Stram & Associates
Massachusetts
$4.72M
P
68
&Partners
Tennessee
$4.68M
VWS
69
Virtus Wealth Solutions
New Jersey
$4.42M
CCM
70
Chaney Capital Management
Washington
$4.4M
KWA
71
Kellett Wealth Advisors
Ohio
$4.38M
NL
72
NWAM LLC
Washington
$4.26M
KWA
73
Kingswood Wealth Advisors
California
$4.21M
BDF
74
Black Diamond Financial
Maryland
$4.2M
MFG
75
Merit Financial Group
Georgia
$4.1M