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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
IWM
176
IHT Wealth Management
Illinois
$735K
FHA
177
First Horizon Advisors
Tennessee
$718K
MA
178
Mutual Advisors
Nebraska
$687K
RI
179
Ridgewood Investments
New Jersey
$685K
MFF
180
Michels Family Financial
Texas
$674K
AI
181
Atria Investments
North Carolina
$670K
GWM
182
Geneos Wealth Management
Colorado
$665K
FWP
183
Falcon Wealth Planning
California
$640K
KCFA
184
Key Client Fiduciary Advisors
New Jersey
$627K
AA
185
Addison Advisors
Vermont
$619K
VIPI
186
Vista Investment Partners II
Indiana
$607K
ClearBridge Investments
187
ClearBridge Investments
New York
$606K
PAS
188
Park Avenue Securities
New York
$597K
FA
189
Faithward Advisors
Pennsylvania
$587K
WMWM
190
Whitaker-Myers Wealth Managers
Ohio
$578K
MCM
191
MidAtlantic Capital Management
Virginia
$574K
TC
192
Trilogy Capital
California
$556K
AssetMark Inc
193
AssetMark Inc
California
$547K
AFS
194
AFG Fiduciary Services
Massachusetts
$541K
FA
195
Flagstar Advisors
New York
$523K
IA
196
IFP Advisors
Florida
$514K
CIAS
197
CFS Investment Advisory Services
New Jersey
$506K
DIP
198
Davis Investment Partners
North Carolina
$505K
PFS
199
Prospera Financial Services
Texas
$502K
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$489K