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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
LAS
126
Lloyd Advisory Services
Georgia
$1.45M
PIAS
127
PCA Investment Advisory Services
Ohio
$1.42M
Jones Financial Companies
128
Jones Financial Companies
Missouri
$1.41M
MCC
129
Money Concepts Capital
Florida
$1.38M
CAAS
130
Capital Asset Advisory Services
Michigan
$1.37M
AWM
131
Axxcess Wealth Management
California
$1.37M
NP
132
Nilsine Partners
Colorado
$1.36M
DAS
133
Diversify Advisory Services
Utah
$1.35M
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$1.3M
NWM
135
Nova Wealth Management
Florida
$1.3M
Citigroup
136
Citigroup
New York
$1.25M
SC
137
Savant Capital
Illinois
$1.25M
AF
138
Advisornet Financial
Minnesota
$1.23M
OIA
139
OneDigital Investment Advisors
Kansas
$1.22M
CIC
140
Carnegie Investment Counsel
Ohio
$1.21M
NCM
141
Neumann Capital Management
California
$1.21M
KAS
142
KPP Advisory Services
Kentucky
$1.19M
AWS
143
Atria Wealth Solutions
New York
$1.19M
IC
144
IEQ Capital
California
$1.17M
AFG
145
Atomi Financial Group
New York
$1.11M
HAG
146
HF Advisory Group
Maryland
$1.1M
RIA
147
Regal Investment Advisors
Michigan
$1.05M
PSF
148
Pacific Sun Financial
California
$979K
Fidelity Investments
149
Fidelity Investments
Massachusetts
$978K
IWA
150
IBEX Wealth Advisors
New Jersey
$951K