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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
HAG
151
HF Advisory Group
Maryland
$919K
MAG
152
Mayfair Advisory Group
Alabama
$917K
PAG
153
Private Advisory Group
Washington
$909K
PSF
154
Pacific Sun Financial
California
$904K
EA
155
Eclectic Associates
California
$902K
Citadel Advisors
156
Citadel Advisors
Florida
$899K
Fidelity Investments
157
Fidelity Investments
Massachusetts
$891K
KPWS
158
Kestra Private Wealth Services
Texas
$870K
FFL
159
Financial Freedom LLC
Ohio
$865K
CIA
160
Cape Investment Advisory
Georgia
$836K
HWM
161
HRC Wealth Management
Idaho
$836K
CAL
162
Capital Analysts LLC
Pennsylvania
$834K
FSC
163
Full Sail Capital
Oklahoma
$823K
AAS
164
Asset Allocation Strategies
Michigan
$822K
Jones Financial Companies
165
Jones Financial Companies
Missouri
$799K
CAM
166
Cresset Asset Management
Illinois
$794K
Corient Private Wealth
167
Corient Private Wealth
Florida
$792K
HIA
168
Harbor Investment Advisory
Maryland
$781K
KW
169
Keyvantage Wealth
Pennsylvania
$756K
WH
170
Willner & Heller
California
$692K
LG
171
LaFleur & Godfrey
Michigan
$688K
Renaissance Technologies
172
Renaissance Technologies
New York
$686K
Pathstone Holdings
173
Pathstone Holdings
New Jersey
$686K
GSC
174
G&S Capital
Colorado
$678K
RI
175
Ridgewood Investments
New Jersey
$669K