IMCG icon

iShares Morningstar Mid-Cap Growth ETF

389 hedge funds and large institutions have $2B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 156 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
276
Brooklyn Investment Group
New York
$273K
KFAS
277
Keating Financial Advisory Services
Kansas
$272K
DAM
278
Delta Asset Management
Tennessee
$268K
JIC
279
Johnson Investment Counsel
Ohio
$268K
LFG
280
Larson Financial Group
Missouri
$263K
SG
281
StoneX Group
New York
$259K
IWC
282
Integrated Wealth Concepts
Massachusetts
$255K
SIM
283
Studio Investment Management
Illinois
$252K
BWL
284
Bogart Wealth LLC
Virginia
$248K
VA
285
Valmark Advisers
Ohio
$247K
KCM
286
Kendall Capital Management
Maryland
$245K
EAM
287
Evanson Asset Management
California
$240K
SAM
288
Smartleaf Asset Management
Massachusetts
$231K
MPIA
289
Milestones Private Investment Advisors
New York
$230K
RIP
290
RAM Investment Partners
Washington
$229K
CW
291
CreativeOne Wealth
Kansas
$227K
MWM
292
Mosley Wealth Management
California
$227K
PA
293
Procyon Advisors
Connecticut
$224K
AQR Capital Management
294
AQR Capital Management
Connecticut
$223K
AWA
295
Asempa Wealth Advisors
Louisiana
$223K
LPFG
296
Landing Point Financial Group
Ohio
$217K
DC
297
Dahring Cusmano
Michigan
$216K
Corient Private Wealth
298
Corient Private Wealth
Florida
$215K
SI
299
Stephens Inc
Arkansas
$214K
FA
300
FC Advisory
Pennsylvania
$211K