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
EWA
376
EverSource Wealth Advisors
Alabama
$8.38K
CJ
377
Caitlin John
Michigan
$8.14K
BL
378
BFSG LLC
California
$7.98K
SWM
379
Spire Wealth Management
Virginia
$7.82K
KFI
380
Key Financial Inc
Pennsylvania
$7.67K
BDPWM
381
Barnes Dennig Private Wealth Management
Ohio
$6.23K
TCOT
382
Trust Company of Toledo
Ohio
$5.03K
TFA
383
Transamerica Financial Advisors
Florida
$4.89K
S
384
SignatureFD
Georgia
$4.79K
ADL
385
Asset Dedication LLC
California
$3.87K
EWM
386
EPG Wealth Management
Georgia
$3.83K
KFGG
387
Keystone Financial Group (Georgia)
Georgia
$3.19K
AUB
388
Atlantic Union Bankshares
Virginia
$3.03K
OL
389
one8zero8 LLC
North Carolina
$2.4K
CPBTD
390
Central Pacific Bank - Trust Division
Hawaii
$1.44K
MBFW
391
Morton Brown Family Wealth
Pennsylvania
$399
SEP
392
Signature Equity Partners
Ohio
$399
PWM
393
Provident Wealth Management
Tennessee
$80
WCAMG
394
Woodard & Company Asset Management Group
North Carolina
$65
FF
395
Fortitude Financial
Washington
ECA
396
Elevation Capital Advisory
Oregon
BIP
397
Bouvel Investment Partners
Pennsylvania
IWA
398
IBEX Wealth Advisors
New Jersey
AI
399
Atria Investments
North Carolina
SF
400
Summit Financial
New Jersey