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iShares Morningstar Mid-Cap Growth ETF

359 hedge funds and large institutions have $1.69B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 132 reducing their positions, and 29 closing their positions.

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
4.82%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
39
Increased
120
Reduced
132
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FSC
151
Full Sail Capital
Oklahoma
$924K
CIA
152
Cape Investment Advisory
Georgia
$923K -$16K -199 -2%
KPWS
153
Kestra Private Wealth Services
Texas
$922K -$55K -685 -6%
HWM
154
HRC Wealth Management
Idaho
$909K -$29.7K -370 -3%
JWCA
155
J.W. Cole Advisors
Florida
$903K +$903K +11,258 New
CAM
156
Cresset Asset Management
Illinois
$892K
SOS
157
Silver Oak Securities
Tennessee
$878K -$172K -2,140 -16%
HIA
158
Harbor Investment Advisory
Maryland
$877K
BAM
159
Belpointe Asset Management
Nevada
$873K -$271K -3,377 -24%
CAL
160
Capital Analysts LLC
Pennsylvania
$870K -$66.9K -833 -7%
Corient Private Wealth
161
Corient Private Wealth
Florida
$831K -$58.4K -728 -7%
WH
162
Willner & Heller
California
$795K +$18.2K +227 +2%
KW
163
Keyvantage Wealth
Pennsylvania
$794K -$54.6K -680 -6%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$792K -$425K -5,303 -35%
AAS
165
Asset Allocation Strategies
Michigan
$786K -$138K -1,715 -15%
FFL
166
Financial Freedom LLC
Ohio
$786K -$186K -2,316 -19%
LG
167
LaFleur & Godfrey
Michigan
$775K +$2.41K +30 +0.3%
MAG
168
Mayfair Advisory Group
Alabama
$765K -$266K -3,312 -26%
TI
169
Truepoint Inc
Ohio
$763K -$934K -11,636 -55%
BWA
170
Burt Wealth Advisors
Maryland
$763K +$88.4K +1,102 +13%
FBT
171
First Bank & Trust
South Dakota
$756K +$134K +1,676 +22%
HI
172
Harbour Investments
Wisconsin
$748K +$26.1K +325 +4%
MWP
173
Madison Wealth Partners
Wisconsin
$748K +$56.8K +708 +8%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$746K -$362K -4,513 -33%
IWM
175
IHT Wealth Management
Illinois
$735K