IMCG icon

iShares Morningstar Mid-Cap Growth ETF

398 hedge funds and large institutions have $2.02B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 161 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
FA
226
Fermata Advisors
California
$424K
TCA
227
Transcend Capital Advisors
New Jersey
$417K
GS
228
GWN Securities
Florida
$413K
WIM
229
Westside Investment Management
California
$405K
BIG
230
Brooklyn Investment Group
New York
$400K
RWM
231
Revisor Wealth Management
Ohio
$399K
KWM
232
Kaydan Wealth Management
Michigan
$390K
PFPG
233
Pinnacle Financial Partners (Georgia)
Georgia
$384K
DIP
234
Davis Investment Partners
North Carolina
$378K
AssetMark Inc
235
AssetMark Inc
California
$374K
BW
236
Blalock Williams
Alabama
$370K
TSWM
237
Triangle Securities Wealth Management
North Carolina
$369K
TPI
238
Trust Point Inc
Wisconsin
$366K
SG
239
StoneX Group
New York
$365K
AMM
240
American Money Management
California
$365K
RF
241
rebel Financial
Ohio
$361K
EAM
242
Everstar Asset Management
North Carolina
$361K
AMG
243
Asset Management Group
Connecticut
$359K
HNWAG
244
High Net Worth Advisory Group
Florida
$354K
TRCT
245
Tower Research Capital (TRC)
New York
$348K
JAG
246
Journey Advisory Group
Kentucky
$345K
LA
247
LexAurum Advisors
Kansas
$343K
LWM
248
LongView Wealth Management
Georgia
$343K
Cerity Partners
249
Cerity Partners
New York
$342K
US Bancorp
250
US Bancorp
Minnesota
$341K