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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
Cerity Partners
201
Cerity Partners
New York
$488K
FA
202
Fermata Advisors
California
$486K
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$482K
GIA
204
Gladstone Institutional Advisory
Florida
$479K
WCM
205
WealthTrak Capital Management
Virginia
$459K
BWA
206
BlueChip Wealth Advisors
Georgia
$456K
ASN
207
Advisory Services Network
Georgia
$451K
PA
208
Pinnacle Associates
New York
$449K
BOSSRA
209
B.O.S.S. Retirement Advisors
Utah
$443K
US Bancorp
210
US Bancorp
Minnesota
$441K
EAM
211
Everstar Asset Management
North Carolina
$437K
CCM
212
Coldstream Capital Management
Washington
$425K
TCA
213
Transcend Capital Advisors
New Jersey
$424K
WIM
214
Westside Investment Management
California
$421K
KFS
215
Kaizen Financial Strategies
California
$410K
BEI
216
Benjamin Edwards Inc
Missouri
$403K
IA
217
IFG Advisory
Georgia
$400K
SF
218
Summit Financial
New Jersey
$398K
KWM
219
Kaydan Wealth Management
Michigan
$397K
ECA
220
Elevation Capital Advisory
Oregon
$394K
OPTFSNA
221
Old Point Trust & Financial Services N A
Virginia
$389K
LA
222
LexAurum Advisors
Kansas
$387K
FIA
223
Foundations Investment Advisors
Arizona
$383K
UIM
224
Unified Investment Management
Georgia
$381K
LWM
225
Liberty Wealth Management
California
$380K