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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$4.05M
DI
77
DDFG Inc
California
$4M
DWM
78
Denver Wealth Management
Colorado
$3.95M
RC
79
Rovin Capital
Arizona
$3.63M
MFG
80
Marmo Financial Group
Tennessee
$3.43M
VNA
81
Valley National Advisers
Pennsylvania
$3.43M
CPWA
82
Cerro Pacific Wealth Advisors
California
$3.43M
DWM
83
Diversify Wealth Management
Utah
$3.42M
Creative Planning
84
Creative Planning
Kansas
$3.34M
BWA
85
Beam Wealth Advisors
Louisiana
$3.28M
JJBC
86
James J. Burns & Company
New York
$3.28M
PA
87
PFG Advisors
Arizona
$3.18M
FLI
88
Family Legacy Inc
South Carolina
$3.11M
PFS
89
Prospect Financial Services
New York
$3.04M
CWMK
90
Caliber Wealth Management (Kansas)
Kansas
$2.9M
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$2.9M
AA
92
Aire Advisors
California
$2.59M
BIP
93
Bouvel Investment Partners
Pennsylvania
$2.54M
HighTower Advisors
94
HighTower Advisors
Illinois
$2.52M
PS
95
Principal Securities
Iowa
$2.52M
CS
96
Capital Square
Tennessee
$2.49M
VWA
97
Visionary Wealth Advisors
Illinois
$2.46M
LI
98
LRI Investments
Florida
$2.46M
KWM
99
Kingsview Wealth Management
Oregon
$2.42M
IP
100
Ignite Planners
California
$2.39M