IMCG icon

iShares Morningstar Mid-Cap Growth ETF

354 hedge funds and large institutions have $1.51B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
4.81%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
34
Increased
142
Reduced
99
Closed
26
Calls
Puts
$24K
Net Calls
-$24K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Shares
Change %
WT
326
Whittier Trust
California
$17.1K
T
327
Transce3nd
Texas
$16.6K +$16.6K +232 New
EB
328
Eastern Bank
Massachusetts
$15.9K
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K
NP
330
NorthRock Partners
Minnesota
$13K
SWM
331
Spire Wealth Management
Virginia
$12.1K +$5.36K +75 +80%
GJIA
332
Glass Jacobson Investment Advisors
Maryland
$9.52K
CMA
333
Cedar Mountain Advisors
Oregon
$8.64K
EWA
334
EverSource Wealth Advisors
Alabama
$7.5K
KFI
335
Key Financial Inc
Pennsylvania
$6.86K
BDPWM
336
Barnes Dennig Private Wealth Management
Ohio
$5.57K +$5.57K +78 New
S
337
SignatureFD
Georgia
$4.29K -$5.14K -72 -55%
NC
338
North Capital
Utah
$4.02K +$4.02K +56 New
PA
339
Pineridge Advisors
Missouri
$4K +$4K +56 New
SSB
340
Sandy Spring Bank
Maryland
$3.72K +$3.72K +52 New
ADL
341
Asset Dedication LLC
California
$3.44K
EWM
342
EPG Wealth Management
Georgia
$3.43K
RPCA
343
Running Point Capital Advisors
California
$3.29K
PP
344
PrairieView Partners
Minnesota
$3K
KFGG
345
Keystone Financial Group (Georgia)
Georgia
$2.89K
AG
346
AmeriFlex Group
Nevada
$2.5K
LRWM
347
Lord & Richards Wealth Management
Colorado
$2.14K +$2.14K +30 New
CA
348
Continuum Advisory
Idaho
$1.57K
CPBTD
349
Central Pacific Bank - Trust Division
Hawaii
$1.29K
QCG
350
Quadrant Capital Group
Ohio
$1.15K