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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
ML
126
McAdam LLC
Pennsylvania
$1.63M
Jones Financial Companies
127
Jones Financial Companies
Missouri
$1.57M
DAS
128
Diversify Advisory Services
Utah
$1.57M
SG
129
Stanich Group
New York
$1.55M
NA
130
Nottingham Advisors
New York
$1.55M
BWS
131
Buck Wealth Strategies
Colorado
$1.54M
PPWM
132
Perissos Private Wealth Management
Oklahoma
$1.5M
JSA
133
Jim Saulnier & Associates
Colorado
$1.48M
EWP
134
Equity Wealth Partners
Missouri
$1.47M
AWM
135
Axxcess Wealth Management
California
$1.44M
CAAS
136
Capital Asset Advisory Services
Michigan
$1.44M
NP
137
Nilsine Partners
Colorado
$1.43M
MCC
138
Money Concepts Capital
Florida
$1.4M
Citigroup
139
Citigroup
New York
$1.26M
NCM
140
Neumann Capital Management
California
$1.25M
CIC
141
Carnegie Investment Counsel
Ohio
$1.25M
HAG
142
HF Advisory Group
Maryland
$1.23M
KAS
143
KPP Advisory Services
Kentucky
$1.23M
IC
144
IEQ Capital
California
$1.2M
OIA
145
OneDigital Investment Advisors
Kansas
$1.18M
RIA
146
Regal Investment Advisors
Michigan
$1.16M
SC
147
Savant Capital
Illinois
$1.12M
Fidelity Investments
148
Fidelity Investments
Massachusetts
$1.04M
AF
149
Advisornet Financial
Minnesota
$1.01M
Stifel Financial
150
Stifel Financial
Missouri
$1,000K