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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
PSF
151
Pacific Sun Financial
California
$991K
IWA
152
IBEX Wealth Advisors
New Jersey
$989K
JWCA
153
J.W. Cole Advisors
Florida
$984K
FSC
154
Full Sail Capital
Oklahoma
$953K
KPWS
155
Kestra Private Wealth Services
Texas
$951K
HWM
156
HRC Wealth Management
Idaho
$944K
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$920K
CAM
158
Cresset Asset Management
Illinois
$919K
CAL
159
Capital Analysts LLC
Pennsylvania
$912K
HIA
160
Harbor Investment Advisory
Maryland
$904K
OBWG
161
Onyx Bridge Wealth Group
New York
$897K
FBT
162
First Bank & Trust
South Dakota
$888K
BAM
163
Belpointe Asset Management
Nevada
$884K
Corient Private Wealth
164
Corient Private Wealth
Florida
$858K
WH
165
Willner & Heller
California
$832K
FA
166
Faithward Advisors
Pennsylvania
$832K
HI
167
Harbour Investments
Wisconsin
$830K
FFL
168
Financial Freedom LLC
Ohio
$811K
KW
169
Keyvantage Wealth
Pennsylvania
$808K
LG
170
LaFleur & Godfrey
Michigan
$805K
MWP
171
Madison Wealth Partners
Wisconsin
$795K
MAG
172
Mayfair Advisory Group
Alabama
$789K
TI
173
Truepoint Inc
Ohio
$789K
BWA
174
Burt Wealth Advisors
Maryland
$786K
SOS
175
Silver Oak Securities
Tennessee
$785K