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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
EAM
201
Everstar Asset Management
North Carolina
$475K
AFS
202
AFG Fiduciary Services
Massachusetts
$467K
Cerity Partners
203
Cerity Partners
New York
$459K
AA
204
Addison Advisors
Vermont
$455K
CIAS
205
CFS Investment Advisory Services
New Jersey
$451K
FA
206
Faithward Advisors
Pennsylvania
$450K
HF
207
HRT Financial
New York
$434K
DIP
208
Davis Investment Partners
North Carolina
$433K
KFS
209
Kaizen Financial Strategies
California
$415K
GIA
210
Gladstone Institutional Advisory
Florida
$413K
AMM
211
American Money Management
California
$405K
WCM
212
WealthTrak Capital Management
Virginia
$401K
BOSSRA
213
B.O.S.S. Retirement Advisors
Utah
$396K
BWA
214
BlueChip Wealth Advisors
Georgia
$396K
CCM
215
Coldstream Capital Management
Washington
$386K
TCA
216
Transcend Capital Advisors
New Jersey
$378K
WIM
217
Westside Investment Management
California
$376K
FIA
218
Foundations Investment Advisors
Arizona
$368K
ML
219
McAdam LLC
Pennsylvania
$368K
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$364K
BEI
221
Benjamin Edwards Inc
Missouri
$359K
AT
222
Avalon Trust
New Mexico
$357K
KWM
223
Kaydan Wealth Management
Michigan
$354K
AssetMark Inc
224
AssetMark Inc
California
$346K
LA
225
LexAurum Advisors
Kansas
$346K