IMCG icon

iShares Morningstar Mid-Cap Growth ETF

396 hedge funds and large institutions have $2.01B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
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
ICCON
376
Investment Counsel Company of Nevada
Nevada
$11.4K
CMA
377
Cedar Mountain Advisors
Oregon
$9.66K
BFO
378
Biltmore Family Office
North Carolina
$9.58K
EWA
379
EverSource Wealth Advisors
Alabama
$8.38K
CJ
380
Caitlin John
Michigan
$8.14K
BL
381
BFSG LLC
California
$7.98K
SWM
382
Spire Wealth Management
Virginia
$7.82K
KFI
383
Key Financial Inc
Pennsylvania
$7.67K
BDPWM
384
Barnes Dennig Private Wealth Management
Ohio
$6.23K
TCOT
385
Trust Company of Toledo
Ohio
$5.03K
TFA
386
Transamerica Financial Advisors
Florida
$4.89K
S
387
SignatureFD
Georgia
$4.79K
ADL
388
Asset Dedication LLC
California
$3.87K
EWM
389
EPG Wealth Management
Georgia
$3.83K
KFGG
390
Keystone Financial Group (Georgia)
Georgia
$3.19K
AUB
391
Atlantic Union Bankshares
Virginia
$3.03K
OL
392
one8zero8 LLC
North Carolina
$2.4K
CPBTD
393
Central Pacific Bank - Trust Division
Hawaii
$1.44K
MBFW
394
Morton Brown Family Wealth
Pennsylvania
$399
SEP
395
Signature Equity Partners
Ohio
$399
PWM
396
Provident Wealth Management
Tennessee
$80
WCAMG
397
Woodard & Company Asset Management Group
North Carolina
$65
FF
398
Fortitude Financial
Washington
ECA
399
Elevation Capital Advisory
Oregon
BIP
400
Bouvel Investment Partners
Pennsylvania