IMCG icon

iShares Morningstar Mid-Cap Growth ETF

359 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 39 funds opening new positions, 120 increasing their positions, 132 reducing their positions, and 29 closing their positions.

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
4.82%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
39
Increased
120
Reduced
132
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
276
Prosperity Capital Advisors
Ohio
$228K +$80 +1 +0%
MWM
277
Mascagni Wealth Management
Mississippi
$227K -$28.5K -355 -11%
AF
278
Allworth Financial
California
$225K -$1.93K -24 -0.8%
SFG
279
Sage Financial Group
Pennsylvania
$224K -$40.7K -507 -15%
LPFG
280
Landing Point Financial Group
Ohio
$218K +$218K +2,720 New
MF
281
Montis Financial
Massachusetts
$215K -$51.9K -647 -19%
BIG
282
Brookwood Investment Group
Arizona
$212K +$212K +2,638 New
IWN
283
Independent Wealth Network
Iowa
$211K -$80.2K -999 -27%
SAM
284
Smartleaf Asset Management
Massachusetts
$211K +$24.9K +312 +13%
VA
285
Valmark Advisers
Ohio
$209K +$209K +2,608 New
PA
286
Procyon Advisors
Connecticut
$208K +$208K +2,596 New
OWA
287
Opal Wealth Advisors
New York
$206K
DADC
288
D.A. Davidson & Co
Montana
$206K +$206K +2,562 New
TPCW
289
TD Private Client Wealth
New York
$204K -$12.4K -155 -6%
LSA
290
Lansing Street Advisors
Pennsylvania
$203K +$203K +2,535 New
AQR Capital Management
291
AQR Capital Management
Connecticut
$203K +$203K +2,524 New
ANBT
292
American National Bank & Trust
Texas
$202K +$202K +2,512 New
BCG
293
Breakwater Capital Group
New Jersey
$200K +$200K +2,497 New
SWP
294
Strategic Wealth Partners
Ohio
$197K +$197K +2,455 New
PB
295
Pinnacle Bancorp
Nebraska
$178K -$3.21K -40 -2%
GIP
296
Granite Investment Partners
California
$177K +$177K +2,209 New
CSB
297
City State Bank
Iowa
$172K
TLA
298
Tanglewood Legacy Advisors
Texas
$168K
PA
299
Parallel Advisors
California
$148K +$35.1K +438 +31%
EWA
300
EP Wealth Advisors
California
$143K +$143K +1,784 New