IMCG icon

iShares Morningstar Mid-Cap Growth ETF

364 hedge funds and large institutions have $1.69B 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, 134 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:

0.09% less ownership

Funds ownership: 60.71%60.61% (-0.09%)

10% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 134

Holders
364
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
MWM
251
Modern Wealth Management
Kansas
$303K
RIA
252
Richwood Investment Advisors
Ohio
$301K
TC
253
TAGStone Capital
North Carolina
$301K
LWM
254
LongView Wealth Management
Georgia
$296K
BAMG
255
Brand Asset Management Group
Missouri
$291K
CW
256
CreativeOne Wealth
Kansas
$286K
SG
257
StoneX Group
New York
$285K
PFP
258
Pinnacle Financial Partners
Tennessee
$284K
HFA
259
High Falls Advisors
New York
$281K
AT
260
Avalon Trust
New Mexico
$281K
BCI
261
Brinker Capital Investments
Pennsylvania
$279K
JCM
262
Jacobi Capital Management
Pennsylvania
$275K
FA
263
FC Advisory
Pennsylvania
$272K
DAM
264
Delta Asset Management
Tennessee
$270K
JIC
265
Johnson Investment Counsel
Ohio
$269K
SWP
266
Stratos Wealth Partners
Ohio
$264K
Wolverine Trading
267
Wolverine Trading
Illinois
$261K
SFC
268
Strategic Financial Concepts
Texas
$258K
SAM
269
Secure Asset Management
Michigan
$255K
BWL
270
Bogart Wealth LLC
Virginia
$254K
KCM
271
Kendall Capital Management
Maryland
$246K
RBFC
272
Roman Butler Fullerton & Co
Missouri
$244K
EAM
273
Evanson Asset Management
California
$241K
DC
274
Dahring Cusmano
Michigan
$235K
ICMM
275
Integrated Capital Management (Michigan)
Michigan
$232K