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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
PIAS
126
PCA Investment Advisory Services
Ohio
$1.27M
AWM
127
Axxcess Wealth Management
California
$1.25M
DAS
128
Diversify Advisory Services
Utah
$1.25M
UAG
129
United Advisor Group
Ohio
$1.24M
MCC
130
Money Concepts Capital
Florida
$1.21M
Citigroup
131
Citigroup
New York
$1.2M
IA
132
IFP Advisors
Florida
$1.19M
NP
133
Nilsine Partners
Colorado
$1.15M
SC
134
Savant Capital
Illinois
$1.13M
Baird Financial Group
135
Baird Financial Group
Wisconsin
$1.12M
Stifel Financial
136
Stifel Financial
Missouri
$1.11M
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$1.1M
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$1.08M
CPWA
139
Cerro Pacific Wealth Advisors
California
$1.08M
NCM
140
Neumann Capital Management
California
$1.08M
AFG
141
Atomi Financial Group
New York
$1.07M
IC
142
IEQ Capital
California
$1.04M
GWM
143
Geneos Wealth Management
Colorado
$1.03M
JJBC
144
James J. Burns & Company
New York
$1.02M
BAM
145
Belpointe Asset Management
Nevada
$1.02M
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$1.02M
AWS
147
Atria Wealth Solutions
New York
$1.01M
CIC
148
Carnegie Investment Counsel
Ohio
$981K
OIA
149
OneDigital Investment Advisors
Kansas
$975K
SOS
150
Silver Oak Securities
Tennessee
$933K