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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
Creative Planning
76
Creative Planning
Kansas
$2.92M
CWMK
77
Caliber Wealth Management (Kansas)
Kansas
$2.84M
DC
78
Davenport & Co
Virginia
$2.82M
DWM
79
Diversify Wealth Management
Utah
$2.77M
FLI
80
Family Legacy Inc
South Carolina
$2.69M
BDF
81
Black Diamond Financial
Maryland
$2.58M
DI
82
DDFG Inc
California
$2.52M
NA
83
NewEdge Advisors
Louisiana
$2.47M
VWA
84
Visionary Wealth Advisors
Illinois
$2.45M
DWM
85
Denver Wealth Management
Colorado
$2.43M
PFS
86
Prospect Financial Services
New York
$2.4M
PS
87
Principal Securities
Iowa
$2.24M
HighTower Advisors
88
HighTower Advisors
Illinois
$2.18M
KWM
89
Kingsview Wealth Management
Oregon
$2.16M
William Blair & Company
90
William Blair & Company
Illinois
$2.16M
LI
91
LRI Investments
Florida
$2.12M
CS
92
Capital Square
Tennessee
$2.08M
IP
93
Ignite Planners
California
$2.02M
AA
94
Aire Advisors
California
$2M
GIA
95
GHP Investment Advisors
Colorado
$1.96M
CMP
96
Courage Miller Partners
Virginia
$1.86M
AWA
97
Arete Wealth Advisors
Illinois
$1.86M
BWA
98
Beam Wealth Advisors
Louisiana
$1.82M
HAIM
99
Hunter Associates Investment Management
Pennsylvania
$1.77M
SWP
100
Sagespring Wealth Partners
Tennessee
$1.67M