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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
CS
101
Capital Square
Tennessee
$2.27M
GIA
102
GHP Investment Advisors
Colorado
$2.21M
AWA
103
Arete Wealth Advisors
Illinois
$2.09M
CMP
104
Courage Miller Partners
Virginia
$2.05M
Betterment LLC
105
Betterment LLC
New York
$1.97M
HAIM
106
Hunter Associates Investment Management
Pennsylvania
$1.91M
SWP
107
Sagespring Wealth Partners
Tennessee
$1.8M
Goldman Sachs
108
Goldman Sachs
New York
$1.79M
HH
109
Hilltop Holdings
Texas
$1.78M
BF
110
Bonfire Financial
Colorado
$1.74M
FFN
111
Focus Financial Network
Minnesota
$1.73M
IWC
112
Integrated Wealth Concepts
Massachusetts
$1.71M
LSWP
113
Liberty Square Wealth Partners
Pennsylvania
$1.7M
AFP
114
Ausdal Financial Partners
Iowa
$1.69M
AWM
115
Accel Wealth Management
Iowa
$1.67M
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$1.6M
Comerica Bank
117
Comerica Bank
Texas
$1.58M
HIS
118
Horizon Investment Services
Indiana
$1.57M
ML
119
McAdam LLC
Pennsylvania
$1.57M
JSA
120
Jim Saulnier & Associates
Colorado
$1.56M
NA
121
Nottingham Advisors
New York
$1.5M
PPWM
122
Perissos Private Wealth Management
Oklahoma
$1.48M
SG
123
Stanich Group
New York
$1.46M
AWM
124
AE Wealth Management
Kansas
$1.46M
UAG
125
United Advisor Group
Ohio
$1.45M