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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
Comerica Bank
101
Comerica Bank
Texas
$1.65M
HH
102
Hilltop Holdings
Texas
$1.62M
Goldman Sachs
103
Goldman Sachs
New York
$1.6M
Betterment LLC
104
Betterment LLC
New York
$1.58M
KAS
105
Kestra Advisory Services
Texas
$1.58M
BF
106
Bonfire Financial
Colorado
$1.56M
SG
107
Stanich Group
New York
$1.55M
JSA
108
Jim Saulnier & Associates
Colorado
$1.55M
LSWP
109
Liberty Square Wealth Partners
Pennsylvania
$1.54M
HIS
110
Horizon Investment Services
Indiana
$1.52M
TI
111
Truepoint Inc
Ohio
$1.51M
IWC
112
Integrated Wealth Concepts
Massachusetts
$1.5M
NA
113
Nottingham Advisors
New York
$1.47M
IWA
114
IBEX Wealth Advisors
New Jersey
$1.46M
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1.42M
AFP
116
Ausdal Financial Partners
Iowa
$1.41M
FFN
117
Focus Financial Network
Minnesota
$1.41M
AWM
118
AE Wealth Management
Kansas
$1.41M
AF
119
Advisornet Financial
Minnesota
$1.4M
AWM
120
Accel Wealth Management
Iowa
$1.39M
LAS
121
Lloyd Advisory Services
Georgia
$1.38M
IA
122
Integrity Alliance
Iowa
$1.38M
PPWM
123
Perissos Private Wealth Management
Oklahoma
$1.33M
CAAS
124
Capital Asset Advisory Services
Michigan
$1.28M
Jane Street
125
Jane Street
New York
$1.27M