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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$2.34M
SA
102
Sovran Advisors
California
$2.28M
IWC
103
Integrated Wealth Concepts
Massachusetts
$2.26M
GIA
104
GHP Investment Advisors
Colorado
$2.24M
AWM
105
Accel Wealth Management
Iowa
$2.2M
Betterment LLC
106
Betterment LLC
New York
$2.09M
William Blair & Company
107
William Blair & Company
Illinois
$2.07M
AWA
108
Arete Wealth Advisors
Illinois
$1.98M
UAG
109
United Advisor Group
Ohio
$1.95M
CMP
110
Courage Miller Partners
Virginia
$1.91M
HAIM
111
Hunter Associates Investment Management
Pennsylvania
$1.87M
SWP
112
Sagespring Wealth Partners
Tennessee
$1.85M
Goldman Sachs
113
Goldman Sachs
New York
$1.85M
FFN
114
Focus Financial Network
Minnesota
$1.84M
HH
115
Hilltop Holdings
Texas
$1.82M
NWM
116
Nova Wealth Management
Florida
$1.81M
AFP
117
Ausdal Financial Partners
Iowa
$1.81M
LSWP
118
Liberty Square Wealth Partners
Pennsylvania
$1.76M
GRP
119
Global Retirement Partners
California
$1.74M
PIAS
120
PCA Investment Advisory Services
Ohio
$1.73M
BF
121
Bonfire Financial
Colorado
$1.72M
Comerica Bank
122
Comerica Bank
Texas
$1.65M
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$1.65M
HIS
124
Horizon Investment Services
Indiana
$1.64M
OPTFSNA
125
Old Point Trust & Financial Services N A
Virginia
$1.63M