We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

397 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 64 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
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
OP
376
ORG Partners
Indiana
$12.1K
ICCON
377
Investment Counsel Company of Nevada
Nevada
$11.4K
CMA
378
Cedar Mountain Advisors
Oregon
$9.66K
BFO
379
Biltmore Family Office
North Carolina
$9.58K
EWA
380
EverSource Wealth Advisors
Alabama
$8.38K
CJ
381
Caitlin John
Michigan
$8.14K
BL
382
BFSG LLC
California
$7.98K
SWM
383
Spire Wealth Management
Virginia
$7.82K
KFI
384
Key Financial Inc
Pennsylvania
$7.67K
BDPWM
385
Barnes Dennig Private Wealth Management
Ohio
$6.23K
TCOT
386
Trust Company of Toledo
Ohio
$5.03K
TFA
387
Transamerica Financial Advisors
Florida
$4.89K
S
388
SignatureFD
Georgia
$4.79K
ADL
389
Asset Dedication LLC
California
$3.87K
EWM
390
EPG Wealth Management
Georgia
$3.83K
KFGG
391
Keystone Financial Group (Georgia)
Georgia
$3.19K
AUB
392
Atlantic Union Bankshares
Virginia
$3.03K
OL
393
one8zero8 LLC
North Carolina
$2.4K
CPBTD
394
Central Pacific Bank - Trust Division
Hawaii
$1.44K
MBFW
395
Morton Brown Family Wealth
Pennsylvania
$399
SEP
396
Signature Equity Partners
Ohio
$399
PWM
397
Provident Wealth Management
Tennessee
$80
WCAMG
398
Woodard & Company Asset Management Group
North Carolina
$65
FF
399
Fortitude Financial
Washington
ECA
400
Elevation Capital Advisory
Oregon