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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
Stifel Financial
151
Stifel Financial
Missouri
$949K
FSC
152
Full Sail Capital
Oklahoma
$924K
CIA
153
Cape Investment Advisory
Georgia
$923K
KPWS
154
Kestra Private Wealth Services
Texas
$922K
HWM
155
HRC Wealth Management
Idaho
$909K
JWCA
156
J.W. Cole Advisors
Florida
$903K
CAM
157
Cresset Asset Management
Illinois
$892K
SOS
158
Silver Oak Securities
Tennessee
$878K
HIA
159
Harbor Investment Advisory
Maryland
$877K
BAM
160
Belpointe Asset Management
Nevada
$873K
CAL
161
Capital Analysts LLC
Pennsylvania
$870K
Corient Private Wealth
162
Corient Private Wealth
Florida
$831K
WH
163
Willner & Heller
California
$795K
KW
164
Keyvantage Wealth
Pennsylvania
$794K
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$792K
AAS
166
Asset Allocation Strategies
Michigan
$786K
FFL
167
Financial Freedom LLC
Ohio
$786K
LG
168
LaFleur & Godfrey
Michigan
$775K
MAG
169
Mayfair Advisory Group
Alabama
$765K
TI
170
Truepoint Inc
Ohio
$763K
BWA
171
Burt Wealth Advisors
Maryland
$763K
FBT
172
First Bank & Trust
South Dakota
$756K
HI
173
Harbour Investments
Wisconsin
$748K
MWP
174
Madison Wealth Partners
Wisconsin
$748K
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$746K