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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
RC
76
Rovin Capital
Arizona
$3.4M
DWM
77
Denver Wealth Management
Colorado
$3.4M
VNA
78
Valley National Advisers
Pennsylvania
$3.33M
DWM
79
Diversify Wealth Management
Utah
$3.28M
CWMK
80
Caliber Wealth Management (Kansas)
Kansas
$3.14M
GRP
81
Global Retirement Partners
California
$3.12M
FLI
82
Family Legacy Inc
South Carolina
$3.06M
Creative Planning
83
Creative Planning
Kansas
$3.04M
DI
84
DDFG Inc
California
$3.02M
SWGC
85
Summit Wealth Group (Colorado)
Colorado
$2.99M
LWL
86
Leo Wealth LLC
Texas
$2.91M
VWA
87
Visionary Wealth Advisors
Illinois
$2.81M
PFS
88
Prospect Financial Services
New York
$2.74M
JJBC
89
James J. Burns & Company
New York
$2.73M
SA
90
Sovran Advisors
California
$2.68M
BDF
91
Black Diamond Financial
Maryland
$2.63M
CPWA
92
Cerro Pacific Wealth Advisors
California
$2.62M
AA
93
Aire Advisors
California
$2.54M
BWA
94
Beam Wealth Advisors
Louisiana
$2.52M
PS
95
Principal Securities
Iowa
$2.47M
William Blair & Company
96
William Blair & Company
Illinois
$2.46M
LI
97
LRI Investments
Florida
$2.39M
HighTower Advisors
98
HighTower Advisors
Illinois
$2.36M
IP
99
Ignite Planners
California
$2.35M
KWM
100
Kingsview Wealth Management
Oregon
$2.34M