IMCG icon

iShares Morningstar Mid-Cap Growth ETF

393 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 62 funds opening new positions, 158 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
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
SJIM
351
St. Johns Investment Management
Florida
$31.9K
BCWM
352
Bartlett & Co Wealth Management
Ohio
$31.9K
DI
353
DAGCO Inc
Ohio
$30.3K
NRG
354
Nemes Rush Group
Michigan
$29.2K
KBFS
355
Kohmann Bosshard Financial Services
Ohio
$28.7K
NS
356
NBC Securities
Alabama
$28.6K
QWM
357
Quaker Wealth Management
New Jersey
$26.9K
GFA
358
Godfrey Financial Associates
New York
$25K
YP
359
YANKCOM Partnership
South Dakota
$24K
FC
360
Financial Consulate
Maryland
$23.7K
FDCDDQ
361
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3K
CFM
362
Cornerstone Financial Management
Massachusetts
$22.9K
SFC
363
SYM Financial Corp
Indiana
$22.5K
Q1WB
364
Quest 10 Wealth Builders
Virginia
$21K
EWP
365
Elevation Wealth Partners
California
$20.2K
CA
366
CoreCap Advisors
Michigan
$20.2K
WT
367
Whittier Trust
California
$19.9K
WWA
368
Wealth Watch Advisors
Colorado
$18.4K
EB
369
Eastern Bank
Massachusetts
$17.7K
B
370
Bayban
Minnesota
$17.6K
AIC
371
Archer Investment Corporation
Indiana
$14.4K
OP
372
ORG Partners
Indiana
$12.1K
ICCON
373
Investment Counsel Company of Nevada
Nevada
$11.4K
CMA
374
Cedar Mountain Advisors
Oregon
$9.66K
BFO
375
Biltmore Family Office
North Carolina
$9.58K