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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
PFS
201
Prospera Financial Services
Texas
$537K
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$536K
DIP
203
Davis Investment Partners
North Carolina
$519K
CIAS
204
CFS Investment Advisory Services
New Jersey
$518K
BCA
205
Bay Colony Advisors
Massachusetts
$504K
MWM
206
Maripau Wealth Management
Indiana
$489K
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$489K
WCM
208
WealthTrak Capital Management
Virginia
$480K
FFA
209
Farther Finance Advisors
California
$480K
GIA
210
Gladstone Institutional Advisory
Florida
$470K
PA
211
Pinnacle Associates
New York
$463K
FA
212
Fermata Advisors
California
$456K
ASN
213
Advisory Services Network
Georgia
$455K
EAM
214
Everstar Asset Management
North Carolina
$451K
KFS
215
Kaizen Financial Strategies
California
$445K
TCA
216
Transcend Capital Advisors
New Jersey
$438K
WIM
217
Westside Investment Management
California
$434K
LA
218
LexAurum Advisors
Kansas
$427K
SF
219
Summit Financial
New Jersey
$421K
IA
220
IFG Advisory
Georgia
$418K
BEI
221
Benjamin Edwards Inc
Missouri
$415K
LWM
222
Liberty Wealth Management
California
$410K
KWM
223
Kaydan Wealth Management
Michigan
$410K
GS
224
GWN Securities
Florida
$397K
SWM
225
Silverlake Wealth Management
Vermont
$390K