We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

401 hedge funds and large institutions have $2.03B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% more funds holding

Funds holding: 397401 (+4)

1% more capital invested

Capital invested by funds: $2.01B → $2.03B (+$29.6M)

0.52% more ownership

Funds ownership: 64.86%65.38% (+0.52%)

Holders
401
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
4.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
32
Increased
163
Reduced
118
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Allegheny Financial Group
Pennsylvania
$17.4M +$4.8M +58,639 +36%
RW
27
Rockport Wealth
Ohio
$16.6M -$15.7M -191,896 -48%
EH
28
Equitable Holdings
New York
$16.5M -$151K -1,844 -0.9%
MTC
29
Matrix Trust Company
Colorado
$16.1M +$45.5K +556 +0.3%
SCM
30
Steele Capital Management
Iowa
$16.1M +$45.5K +556 +0.3%
BFC
31
Bedel Financial Consulting
Indiana
$13M +$477K +5,817 +4%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$12.8M -$1.84M -22,459 -12%
ES
33
Eagle Strategies
New York
$12.7M +$892K +10,884 +7%
PWM
34
PTM Wealth Management
United States
$12.7M +$2.41M +29,442 +23%
CFD
35
Creative Financial Designs
Indiana
$12M -$58.2K -711 -0.5%
GC
36
Granville Capital
North Carolina
$11.5M +$978K +11,937 +9%
MYIA
37
Mount Yale Investment Advisors
Colorado
$11M +$990K +12,089 +9%
NFG
38
Nations Financial Group
Iowa
$10.9M +$729K +8,898 +7%
VAS
39
Vestmark Advisory Solutions
Massachusetts
$10.8M +$889K +10,853 +9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$10.6M +$779K +9,506 +8%
IIC
41
Integrated Investment Consultants
Michigan
$10.5M +$662K +8,078 +6%
SPC
42
Sigma Planning Corp
Michigan
$10.2M +$162K +1,982 +2%
SCA
43
Scott Capital Advisors
Oregon
$9.54M +$276K +3,373 +3%
OC
44
OxenFree Capital
Florida
$9.43M +$1.53M +18,625 +20%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$9.17M -$6.54M -79,815 -41%
Truist Financial
46
Truist Financial
North Carolina
$8.48M +$510K +6,230 +6%
TF
47
Tandem Financial
Colorado
$8.47M +$3.45M +42,078 +64%
WTFG
48
Wood Tarver Financial Group
Idaho
$8.45M +$571K +6,976 +7%
MOS
49
MGO One Seven
Ohio
$8.43M +$68.7K +839 +0.8%
PP
50
PFS Partners
New Jersey
$8.03M +$303K +3,695 +4%