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
CAM
301
Clark Asset Management
New Hampshire
$210K
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$206K
OWA
303
Opal Wealth Advisors
New York
$205K
JWCA
304
J.W. Cole Advisors
Florida
$202K
ANBT
305
American National Bank & Trust
Texas
$201K
EBA
306
Eagle Bay Advisors
New York
$192K
TPCW
307
TD Private Client Wealth
New York
$191K
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$190K
CI
309
CX Institutional
Indiana
$179K
PB
310
Pinnacle Bancorp
Nebraska
$177K
GIP
311
Granite Investment Partners
California
$176K
CSB
312
City State Bank
Iowa
$171K
TLA
313
Tanglewood Legacy Advisors
Texas
$167K
PA
314
Parallel Advisors
California
$148K
BTD
315
BankPlus Trust Department
Mississippi
$140K
MWM
316
MGB Wealth Management
Texas
$132K
NB
317
NBT Bank
New York
$132K
FHC
318
First Horizon Corporation
Tennessee
$130K
ACA
319
Aptus Capital Advisors
Alabama
$125K
FP
320
Financial Perspectives
Minnesota
$125K
PWA
321
Provenance Wealth Advisors
Florida
$120K
CF
322
Centaurus Financial
California
$117K
HNB
323
Huntington National Bank
Ohio
$113K
AT
324
Avalon Trust
New Mexico
$95.8K
CWP
325
Concord Wealth Partners
Virginia
$85.9K