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iShares Morningstar Mid-Cap Growth ETF

362 hedge funds and large institutions have $1.7B 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, 133 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:

0.31% more ownership

Funds ownership: 60.69%61% (+0.31%)

10% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 133

Holders
362
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
Oppenheimer & Co
New York
$7.03M
MML Investors Services
52
MML Investors Services
Massachusetts
$7.03M
SOWAS
53
Silver Oak Wealth Advisors Services
California
$6.71M
OC
54
OxenFree Capital
Florida
$6.45M
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$6.37M
IAG
56
Ipsen Advisor Group
Arkansas
$6.3M
CAC
57
Certified Advisory Corp
Florida
$6.14M
CWM
58
Congress Wealth Management
Massachusetts
$6.1M
FC
59
Forte Capital
New York
$5.54M
NA
60
NewEdge Advisors
Louisiana
$5.32M
VCM
61
Verde Capital Management
Michigan
$5.12M
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$5.11M
EA
63
Eclectic Associates
California
$5.11M
CWM
64
Castle Wealth Management
Florida
$4.95M
KAS
65
Kestra Advisory Services
Texas
$4.89M
SAM
66
Summit Asset Management
Tennessee
$4.73M
P
67
&Partners
Tennessee
$4.49M
VWS
68
Virtus Wealth Solutions
New Jersey
$4.32M
NL
69
NWAM LLC
Washington
$4.26M
KWA
70
Kellett Wealth Advisors
Ohio
$4.16M
CCM
71
Chaney Capital Management
Washington
$4.08M
MSA
72
Marino Stram & Associates
Massachusetts
$3.93M
MFG
73
Merit Financial Group
Georgia
$3.87M
KWA
74
Kingswood Wealth Advisors
California
$3.87M
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$3.82M